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- 浠水盈梅浠水盈梅
  ·2021-05-26
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- 浠水盈梅浠水盈梅
  ·2021-05-26
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  Xiaomi: First-quarter revenue of 76.88 billion yuan and net profit of 7.79 billion yuan
  5月26日，小米集团发布财报，财报显示：小米集团第一季度营收768.8亿元人民币，市场预估746.8亿元人民币。第一季度净利润77.9亿元人民币，第一季度营业利润81.6亿元人民币。第一季度互联网服务收入65.7亿元人民币，分析师预估64.9亿元人民币。第一季度，境外市场收入达到人民币374亿元，同比增长50.6%。第一季度，自处置投资录得税后净收益人民币4亿元。
  Xiaomi: First-quarter revenue of 76.88 billion yuan and net profit of 7.79 billion yuan
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18:07","market":"hk","language":"zh","title":"Xiaomi: First-quarter revenue of 76.88 billion yuan and net profit of 7.79 billion yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=1148842630","media":"老虎资讯综合","summary":"5月26日，小米集团发布财报，财报显示：小米集团第一季度营收768.8亿元人民币，市场预估746.8亿元人民币。第一季度净利润77.9亿元人民币，第一季度营业利润81.6亿元人民币。第一季度互联网服务收入65.7亿元人民币，分析师预估64.9亿元人民币。第一季度，境外市场收入达到人民币374亿元，同比增长50.6%。第一季度，自处置投资录得税后净收益人民币4亿元。","content":"<p>On May 26, Xiaomi Group released its financial report, which showed that Xiaomi Group's revenue in the first quarter was RMB 76.88 billion, compared to market expectations of RMB 74.68 billion.</p><p>Adjusted net profit for the first quarter was 6.07 billion yuan, compared to analysts' estimates of 3.93 billion yuan.</p><p>Net profit for the first quarter was RMB 7.79 billion, and operating profit for the first quarter was RMB 8.16 billion.</p><p>Internet service revenue reached 6.57 billion yuan in the first quarter, compared to analysts' estimates of 6.49 billion yuan.</p><p>Xiaomi Group: First quarter of 2021<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Revenue from mobile phone business reached RMB51.5 billion, representing a year-on-year increase of 69.8%; Global smartphone shipments increased by 69.1% year-on-year to 49.4 million units. In the first quarter, revenue from overseas markets reached RMB 37.4 billion, a year-on-year increase of 50.6%.</p><p>Xiaomi Group: As of March 31, 2021, Xiaomi had invested in more than 320 companies with a total book value of RMB 51.9 billion, representing a year-on-year increase of 60.8%. The total value of the investment was RMB69.7 billion. In the first quarter, a net after-tax gain of RMB400 million was recorded from the disposal of investments.<img src=\"https://static.tigerbbs.com/6f4ae6467c8584af1fdd72a7926af329\" tg-width=\"1107\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/07bb7c51749ac2fe555665ea1d47f8c8\" tg-width=\"627\" tg-height=\"342\" referrerpolicy=\"no-referrer\"><b>Business Review and Outlook</b></p><p><b>overall performance</b></p><p>In the first quarter of 2021, Xiaomi Group's total revenue reached RMB 76.9 billion, a year-on-year increase of 54.7%. Adjusted net profit reached RMB6.1 billion, representing a year-on-year increase of 163.8%. Both total revenue and adjusted net profit reached record highs for a single quarter, demonstrating the tremendous dynamism of our business model and the outstanding results of strategic execution.</p><p>Our 'Mobile × AIoT' core strategy has achieved remarkable results. In the first quarter of 2021, our global smartphone shipments increased by 69.1% year-on-year to 49.4 million units. According to Canalys statistics, we maintained our third place in global smartphone shipments this quarter, with a market share of 14.1%. The strong growth in mobile phone shipments has driven the continued expansion of our global user base. In March 2021, the number of monthly active users of MIUI worldwide reached 425.3 million, representing a year-on-year increase of 28.6%. Meanwhile, the AIoT platform continued to expand in scale, and as of March 31, 2021, the number of IoT devices (excluding smartphones and laptops) connected to our AIoT platform reached 351.1 million. The number of monthly active users of the artificial intelligence assistant 'Xiao Ai Tong Xue' reached 93.0 million in March 2021.</p><p>Our smartphone business is growing rapidly in the Mainland China market. According to Canalys, in the first quarter of 2021, our smartphone shipments in mainland China increased by 74.6% year-on-year, ranking fourth in market share. The number of internet users is also continuously increasing. In March 2021, the number of monthly active users of MIUI in mainland China reached 118.6 million, a net increase of 7.7 million users compared with December 2020, representing a month-on-month increase of 6.9%.</p><p>We continue to enrich our smartphone product portfolio to further enhance our competitiveness in the high-end mobile phone market. The Xiaomi MIX FOLD foldable phone, released in March 2021, along with the Xiaomi 11 Ultra and Xiaomi 11 Pro, three high-end models, all achieved excellent sales results after their release. In the first quarter of 2021, we shipped more than 4 million smartphones globally priced at RMB3,000 or above in Mainland China and EUR300 or above overseas.</p><p>Meanwhile, our business in overseas markets continued to expand. In the first quarter of 2021, revenue from overseas markets reached RMB37.4 billion, representing a year-on-year increase of 50.6%. According to Canalys statistics, in terms of smartphone shipments, we ranked among the top five in market share in 62 countries and regions worldwide this quarter, reached second place in Europe for the first time, and rose to third place in Latin America.</p><p>While stably developing our existing businesses, we continue to explore and broaden our business boundaries. In March 2021, we launched our new brand logo and announced our formal entry into the intelligent electric vehicle business, embarking on a broad journey for the next decade.</p><p><b>Smartphone</b></p><p>In the first quarter of 2021, our smartphone business maintained a strong growth rate, with revenue from the smartphone business reaching RMB51.5 billion, representing a year-on-year increase of 69.8%. During the quarter, our smartphone business achieved a gross profit margin of 12.9%, with global smartphone shipments reaching 49.4 million units. According to Canalys statistics, we maintained our third place in global smartphone shipments this quarter, with a market share of 14.1%.</p><p>Our smartphone business continues to grow rapidly in the Mainland China market. According to Canalys statistics, in the first quarter of 2021, our market share of smartphone shipments in mainland China was 14.6%, rising to fourth place in market share. Our advantages in online channels continue to be consolidated, with our online smartphone market share in Mainland China nearly doubling from 18.5% in the first quarter of 2020 to 38.0% in the first quarter of 2021, according to third-party data. At the same time, we continued to expand our offline channel layout in Mainland China, and as of April 30, 2021, the total number of our retail stores in Mainland China exceeded 5,500, an increase of more than 2,300 as compared to December 31, 2020.</p><p>We continue to advance our dual-brand strategy for mobile phones. Regarding the Xiaomi brand, this quarter we released the Xiaomi 10S, Xiaomi 11 Youth Edition, Xiaomi 11 Pro, Xiaomi 11 Ultra, and MIX FOLD foldable screen phones, forming a brand-new Xiaomi brand product matrix. Among them, the ultra-high-end flagship model MIX FOLD Xiaomi foldable screen phone is priced from RMB 9,999, equipped with a 2K+ fully foldable screen, equipped with Xiaomi's first self-developed professional imaging chip, Surge C1, and launched a liquid lens for the first time, bringing users the ultimate large-screen interaction experience in imaging, reading, video and gaming. In addition, the Xiaomi 11 Ultra is priced starting at RMB 5,999, features a 50-megapixel GN2 image sensor, and is equipped with a 120x periscope telephoto lens and a 128° ultra-wide-angle lens. At the time of its release, it topped the DXOMARK global professional camera evaluation list with a total score of 143. In addition, the Xiaomi 11 Pro and Xiaomi 11 Youth Edition also meet the product needs of different users with their diversified functional positioning and appearance design. From January 1 to April 30, 2021, global orders for Xiaomi 11, Xiaomi 11 Pro, and Xiaomi 11 Ultra exceeded 3 million units. According to third-party data, the Xiaomi 11 series ranked first in sales among Android phones priced between RMB 4,000 and RMB 6,000 in mainland China.</p><p>Regarding the Redmi brand, we have brought users a completely new product selection. In February 2021, we released Redmi K40, Redmi K40 Pro and Redmi K40 Pro+, which were well received by the market. In April 2021, we launched the Redmi K40 Gaming Enhanced Edition, priced from RMB1,999, equipped with a Dimensity 1200 processor, which combines powerful gaming performance with an ultra-thin body design, bringing a professional-grade gaming experience to the mass market in many aspects such as heat dissipation, fast charging and shoulder button design.</p><p>With the continuous improvement of our high-end product matrix, we have achieved remarkable results in the high-end smartphone market. In the first quarter of 2021, we shipped more than 4 million smartphones globally priced at RMB3,000 or above in Mainland China and EUR300 or above overseas. In addition, according to third-party data, our market share of smartphones priced between RMB4,000 and RMB6,000 in Mainland China increased from 5.5% in the same period last year to 16.1% this quarter.</p><p><b>IoT and consumer products</b></p><p>In the first quarter of 2021, the IoT and consumer products business performed strongly, with revenue reaching RMB 18.2 billion, a year-on-year increase of 40.5%.</p><p>In the first quarter of 2021, we shipped 2.6 million smart TVs worldwide. According to AVC Revo, Xiaomi TVs have ranked first in shipments in mainland China for nine consecutive quarters, and have consistently ranked among the top five in global smart TV shipments. Our large-screen TVs are widely popular in the market. According to statistics from AVC Revo, the retail volume of Xiaomi and Redmi brand TVs in the large-screen TV market of 70 inches and above in mainland China increased by more than 160.0% year-on-year this quarter, maintaining its number one ranking in retail volume with a market share of 29.0%. In February 2021, we released the Redmi MAX 86\" ultra-large screen TV, which was widely welcomed by the market.</p><p>This quarter, we launched a number of new products with innovative functions in key categories. Our Mijia fresh air conditioner can effectively reduce indoor carbon dioxide concentration by providing clean fresh air, bringing users a healthy and comfortable experience and contributing to the popularization of the new generation of fresh air conditioner products. At the same time, we launched the new Xiaomi Notebook Pro 15, equipped with an OLED screen with an ultra-wide color gamut of 1.07 billion colors, providing excellent visual effects. In addition, we also released the Xiaomi AX9000 router, priced at RMB 999, which supports tri-band 9000Mbps high-speed bandwidth and strong signal coverage, providing an esports-grade gaming experience.</p><p>We leverage our mobile phone R&D capabilities to empower our wearable business, enhancing synergy in terms of user experience. In the first quarter of 2021, our smartwatch revenue grew by more than 300.0% year-on-year. In addition, we also launched a new generation of smart bands, the Xiaomi Mi Band 6, this quarter, which features a full-screen design and has further optimized the algorithms for health and fitness functions.</p><p>In mainland China, we maintain our leading position in the top three market share across numerous smart home product categories. According to the 'IDC China Smart Home Quarterly Tracking Report, Q4 2020', our air purifiers and smart door locks maintained their number one market share, while our vacuum cleaners...<a href=\"https://laohu8.com/S/300024\">Robot</a>Its market share remains among the top two.</p><p>Our IoT business maintained rapid growth in overseas markets, with overseas IoT and consumer product revenue increasing by 81.1% year-on-year this quarter. Products such as scooters, air purifiers, and Xiaomi boxes continue to sell well.</p><p><b>Internet services</b></p><p>Our Internet business continued to develop steadily. In the first quarter of 2021, our internet services revenue reached RMB6.6 billion, representing a year-on-year increase of 11.4%. During the quarter, the gross profit margin of our Internet business reached 72.4%.</p><p>Our global internet users continue to maintain high growth. In March 2021, the number of MIUI monthly active users worldwide increased by 28.6% year-on-year to 425.3 million, of which the number of MIUI monthly active users in mainland China increased by 6.4% year-on-year to 118.6 million, representing a net increase of 7.7 million users compared to December 2020.</p><p>In the first quarter of 2021, our advertising business revenue reached a new record high for a single quarter, reaching RMB3.9 billion, representing a year-on-year increase of 46.3%. As our global user base expands and the number of high-end mobile phone users grows rapidly, advertising revenue such as pre-installation and search continues to increase.</p><p>Our game revenue was RMB1.1 billion this quarter, up 24.8% quarter-on-quarter. We value in-depth cooperation with high-quality content, while the growth of high-end mobile users has led to a continuous increase in average game revenue per user.</p><p>In the first quarter of 2021, revenue from other value-added services amounted to RMB1.6 billion, representing a year-on-year decrease of 8.6%, mainly due to the continued strengthening of risk control in the fintech business and proactive control of loan scale.</p><p>We continuously enriched our TV internet content and expanded our user base. In this quarter, the number of monthly active users of our smart TVs and Xiaomi Box increased by more than 34.0% year-on-year. Meanwhile, as of March 31, 2021, Xiaomi TV had 4.7 million paying users, representing a year-on-year increase of 8.2%.</p><p>In the first quarter of 2021, our overseas internet service revenue reached RMB900 million, representing a year-on-year increase of 50.0%, contributing 13.8% to the overall internet service revenue. The number of internet users in key markets continued to expand, with our MIUI monthly active users in Western Europe region increasing by 95.5% year-on-year. In the future, we will further provide more diversified overseas internet services to continuously promote business growth while improving user experience.</p><p><b>Overseas Market</b></p><p>In 2021, we continued to maintain strong growth in key global markets. In the first quarter of 2021, our revenue from overseas markets reached RMB37.4 billion, representing a year-on-year increase of 50.6%. According to Canalys statistics, in terms of smartphone shipments, we ranked among the top five in market share in 62 countries and regions worldwide this quarter, and first in 12 countries and regions worldwide.</p><p>Our competitiveness in key markets continues to improve. According to Canalys statistics, in terms of smartphone shipments, we ranked second in the European market for the first time this quarter, with a market share of 22.7% and a year-on-year increase of 85.1% in shipments. In Eastern Europe, we have ranked first in market share for two consecutive quarters, with a market share of 32.5% and shipments increasing by 81.8% year-on-year. For the first time, we achieved the number one market share in smartphone shipments in Russia, with a market share of 32.1%. In Western Europe, our market share further increased to 16.6%, ranking among the top three in market share, and our shipments increased by 89.3% year-on-year. In Spain, we have held the top market share for five consecutive quarters, with a market share of 35.1%. Our market share rose to second place in Italy, remained in the top three in Germany and France, and entered the top five in the UK for the first time, with year-on-year shipment growth exceeding 90%. In addition, we maintained our number one position in smartphone shipments in India for the 14th consecutive quarter this quarter, with a market share of 28.3%.</p><p>We continue to maintain rapid growth in emerging markets. According to Canalys statistics, in terms of smartphone shipments, our market share ranking in Latin America rose to third this quarter, with shipments increasing by 161.7% year-on-year and a market share of 11.5%. Among them, our market share in Mexico rose to second place, with a market share of 16.7%, and shipments increased by 137.1% year-on-year. In addition, our smartphone shipments in the Middle East increased by 87.8% year-on-year this quarter, ranking third. Meanwhile, our smartphone shipments in the African market increased by 191.0% year-on-year, ranking fourth.</p><p>We are continuously strengthening our channel development in overseas markets. In the first quarter of 2021, we shipped more than 5 million smartphones through both online and carrier channels in overseas markets excluding India, representing year-on-year growth rates of over 100% and 310%, respectively. According to Canalys, our smartphone market share in carrier channels in Western Europe further increased from 7.4% in the fourth quarter of 2020 to 11.3% in the first quarter of 2021. As of March 31, 2021, we have established partnerships with more than 150 carrier channels (including carrier subnets) worldwide.</p><p><b>Important strategic progress</b></p><p>Mobile × AIoT 'Mobile × AIoT' remains our core strategy, and we are constantly improving our intelligent ecosystem. As of March 31, 2021, the number of our AIoT connected devices (excluding smartphones and laptops) reached 351.1 million. The number of users with five or more devices connected to Xiaomi's AIoT platform (excluding smartphones and laptops) reached 6.8 million, representing a year-on-year increase of 48.9%. In March 2021, the number of monthly active users of the artificial intelligence assistant 'Xiao Ai Tong Xue' reached 93.0 million; In March 2021, the number of monthly active users of the Mijia App increased by 22.8% year-on-year, reaching 49.2 million.</p><p><b>Research and development investment</b></p><p>Building a career through technology and pursuing innovation are the driving forces behind our continuous progress. In the first quarter of 2021, our R&D expenses reached RMB3 billion, representing a year-on-year increase of 61.0%.</p><p>In the first quarter of 2021, we released our first self-developed independent professional imaging chip, the Surge C1, on the MIX FOLD foldable phone. This upgrade in focus, exposure, and white balance represents another breakthrough in our imaging technology. Meanwhile, the MIX FOLD foldable phone features the world's first mobile phone liquid lens module, which uses a flowable liquid design to replace traditional optical lenses, integrating telephoto and macro lenses to further improve image quality. In addition, we also debuted silicon-oxide anode battery technology and full phase change heat dissipation technology in the Xiaomi 11 Ultra. Through the three-state changes of solid, liquid and gas, we can achieve rapid heat dissipation and conduction, further improving the phone's long battery life, ultra-fast charging and performance stability. These innovative technologies reflect our continuous exploration of cutting-edge technologies.</p><p>In the future, we will continue to increase our R&D investment, recruit outstanding technical talents, and achieve cutting-edge innovation in core technologies and intelligent manufacturing.</p><p><b>New brand logo</b></p><p>In March 2021, we launched the new Xiaomi brand identity, including the new logo, to embark on a new decade with a brand-new image. In the future, we will also strengthen our brand promotion efforts globally and continuously enhance our brand image.</p><p>Entering the intelligent electric vehicle business</p><p>On March 30, 2021, we officially announced that we will establish a wholly-owned subsidiary to be responsible for Xiaomi's smart electric vehicle business. The initial investment is RMB 10 billion, and the investment is expected to be US$10 billion over the next 10 years. Mr. Lei Jun, CEO of Xiaomi Group, will also serve as CEO of the smart electric vehicle business.</p><p>Our philosophy is to use high-quality intelligent electric vehicles to enable global users to enjoy an ubiquitous smart lifestyle. Our broad user base, rich business practice experience in software and hardware integration, and our substantial investment in key technology areas and industry chain resources will help us move forward steadily in the field of intelligent electric vehicles and open up a broad development path.</p><p><b>Investment</b></p><p>As of March 31, 2021, Xiaomi had invested in more than 320 companies with a total book value of RMB 51.9 billion, representing a year-on-year increase of 60.8%. As of March 31, 2021, the aggregate value of our investments, including (i) the fair value of the listed companies in the investments accounted for using the equity method (based on the share price as of March 31, 2021); (ii) the carrying value of the unlisted companies in the investments accounted for using the equity method; and (iii) the carrying value of the long-term investments at fair value through profit or loss, was RMB69.7 billion. In the first quarter of 2021, we recorded a net after-tax gain of RMB400 million from the disposal of investments.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Xiaomi: First-quarter revenue of 76.88 billion yuan and net profit of 7.79 billion yuan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nXiaomi: First-quarter revenue of 76.88 billion yuan and net profit of 7.79 billion yuan\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-05-26 18:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 26, Xiaomi Group released its financial report, which showed that Xiaomi Group's revenue in the first quarter was RMB 76.88 billion, compared to market expectations of RMB 74.68 billion.</p><p>Adjusted net profit for the first quarter was 6.07 billion yuan, compared to analysts' estimates of 3.93 billion yuan.</p><p>Net profit for the first quarter was RMB 7.79 billion, and operating profit for the first quarter was RMB 8.16 billion.</p><p>Internet service revenue reached 6.57 billion yuan in the first quarter, compared to analysts' estimates of 6.49 billion yuan.</p><p>Xiaomi Group: First quarter of 2021<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Revenue from mobile phone business reached RMB51.5 billion, representing a year-on-year increase of 69.8%; Global smartphone shipments increased by 69.1% year-on-year to 49.4 million units. In the first quarter, revenue from overseas markets reached RMB 37.4 billion, a year-on-year increase of 50.6%.</p><p>Xiaomi Group: As of March 31, 2021, Xiaomi had invested in more than 320 companies with a total book value of RMB 51.9 billion, representing a year-on-year increase of 60.8%. The total value of the investment was RMB69.7 billion. In the first quarter, a net after-tax gain of RMB400 million was recorded from the disposal of investments.<img src=\"https://static.tigerbbs.com/6f4ae6467c8584af1fdd72a7926af329\" tg-width=\"1107\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/07bb7c51749ac2fe555665ea1d47f8c8\" tg-width=\"627\" tg-height=\"342\" referrerpolicy=\"no-referrer\"><b>Business Review and Outlook</b></p><p><b>overall performance</b></p><p>In the first quarter of 2021, Xiaomi Group's total revenue reached RMB 76.9 billion, a year-on-year increase of 54.7%. Adjusted net profit reached RMB6.1 billion, representing a year-on-year increase of 163.8%. Both total revenue and adjusted net profit reached record highs for a single quarter, demonstrating the tremendous dynamism of our business model and the outstanding results of strategic execution.</p><p>Our 'Mobile × AIoT' core strategy has achieved remarkable results. In the first quarter of 2021, our global smartphone shipments increased by 69.1% year-on-year to 49.4 million units. According to Canalys statistics, we maintained our third place in global smartphone shipments this quarter, with a market share of 14.1%. The strong growth in mobile phone shipments has driven the continued expansion of our global user base. In March 2021, the number of monthly active users of MIUI worldwide reached 425.3 million, representing a year-on-year increase of 28.6%. Meanwhile, the AIoT platform continued to expand in scale, and as of March 31, 2021, the number of IoT devices (excluding smartphones and laptops) connected to our AIoT platform reached 351.1 million. The number of monthly active users of the artificial intelligence assistant 'Xiao Ai Tong Xue' reached 93.0 million in March 2021.</p><p>Our smartphone business is growing rapidly in the Mainland China market. According to Canalys, in the first quarter of 2021, our smartphone shipments in mainland China increased by 74.6% year-on-year, ranking fourth in market share. The number of internet users is also continuously increasing. In March 2021, the number of monthly active users of MIUI in mainland China reached 118.6 million, a net increase of 7.7 million users compared with December 2020, representing a month-on-month increase of 6.9%.</p><p>We continue to enrich our smartphone product portfolio to further enhance our competitiveness in the high-end mobile phone market. The Xiaomi MIX FOLD foldable phone, released in March 2021, along with the Xiaomi 11 Ultra and Xiaomi 11 Pro, three high-end models, all achieved excellent sales results after their release. In the first quarter of 2021, we shipped more than 4 million smartphones globally priced at RMB3,000 or above in Mainland China and EUR300 or above overseas.</p><p>Meanwhile, our business in overseas markets continued to expand. In the first quarter of 2021, revenue from overseas markets reached RMB37.4 billion, representing a year-on-year increase of 50.6%. According to Canalys statistics, in terms of smartphone shipments, we ranked among the top five in market share in 62 countries and regions worldwide this quarter, reached second place in Europe for the first time, and rose to third place in Latin America.</p><p>While stably developing our existing businesses, we continue to explore and broaden our business boundaries. In March 2021, we launched our new brand logo and announced our formal entry into the intelligent electric vehicle business, embarking on a broad journey for the next decade.</p><p><b>Smartphone</b></p><p>In the first quarter of 2021, our smartphone business maintained a strong growth rate, with revenue from the smartphone business reaching RMB51.5 billion, representing a year-on-year increase of 69.8%. During the quarter, our smartphone business achieved a gross profit margin of 12.9%, with global smartphone shipments reaching 49.4 million units. According to Canalys statistics, we maintained our third place in global smartphone shipments this quarter, with a market share of 14.1%.</p><p>Our smartphone business continues to grow rapidly in the Mainland China market. According to Canalys statistics, in the first quarter of 2021, our market share of smartphone shipments in mainland China was 14.6%, rising to fourth place in market share. Our advantages in online channels continue to be consolidated, with our online smartphone market share in Mainland China nearly doubling from 18.5% in the first quarter of 2020 to 38.0% in the first quarter of 2021, according to third-party data. At the same time, we continued to expand our offline channel layout in Mainland China, and as of April 30, 2021, the total number of our retail stores in Mainland China exceeded 5,500, an increase of more than 2,300 as compared to December 31, 2020.</p><p>We continue to advance our dual-brand strategy for mobile phones. Regarding the Xiaomi brand, this quarter we released the Xiaomi 10S, Xiaomi 11 Youth Edition, Xiaomi 11 Pro, Xiaomi 11 Ultra, and MIX FOLD foldable screen phones, forming a brand-new Xiaomi brand product matrix. Among them, the ultra-high-end flagship model MIX FOLD Xiaomi foldable screen phone is priced from RMB 9,999, equipped with a 2K+ fully foldable screen, equipped with Xiaomi's first self-developed professional imaging chip, Surge C1, and launched a liquid lens for the first time, bringing users the ultimate large-screen interaction experience in imaging, reading, video and gaming. In addition, the Xiaomi 11 Ultra is priced starting at RMB 5,999, features a 50-megapixel GN2 image sensor, and is equipped with a 120x periscope telephoto lens and a 128° ultra-wide-angle lens. At the time of its release, it topped the DXOMARK global professional camera evaluation list with a total score of 143. In addition, the Xiaomi 11 Pro and Xiaomi 11 Youth Edition also meet the product needs of different users with their diversified functional positioning and appearance design. From January 1 to April 30, 2021, global orders for Xiaomi 11, Xiaomi 11 Pro, and Xiaomi 11 Ultra exceeded 3 million units. According to third-party data, the Xiaomi 11 series ranked first in sales among Android phones priced between RMB 4,000 and RMB 6,000 in mainland China.</p><p>Regarding the Redmi brand, we have brought users a completely new product selection. In February 2021, we released Redmi K40, Redmi K40 Pro and Redmi K40 Pro+, which were well received by the market. In April 2021, we launched the Redmi K40 Gaming Enhanced Edition, priced from RMB1,999, equipped with a Dimensity 1200 processor, which combines powerful gaming performance with an ultra-thin body design, bringing a professional-grade gaming experience to the mass market in many aspects such as heat dissipation, fast charging and shoulder button design.</p><p>With the continuous improvement of our high-end product matrix, we have achieved remarkable results in the high-end smartphone market. In the first quarter of 2021, we shipped more than 4 million smartphones globally priced at RMB3,000 or above in Mainland China and EUR300 or above overseas. In addition, according to third-party data, our market share of smartphones priced between RMB4,000 and RMB6,000 in Mainland China increased from 5.5% in the same period last year to 16.1% this quarter.</p><p><b>IoT and consumer products</b></p><p>In the first quarter of 2021, the IoT and consumer products business performed strongly, with revenue reaching RMB 18.2 billion, a year-on-year increase of 40.5%.</p><p>In the first quarter of 2021, we shipped 2.6 million smart TVs worldwide. According to AVC Revo, Xiaomi TVs have ranked first in shipments in mainland China for nine consecutive quarters, and have consistently ranked among the top five in global smart TV shipments. Our large-screen TVs are widely popular in the market. According to statistics from AVC Revo, the retail volume of Xiaomi and Redmi brand TVs in the large-screen TV market of 70 inches and above in mainland China increased by more than 160.0% year-on-year this quarter, maintaining its number one ranking in retail volume with a market share of 29.0%. In February 2021, we released the Redmi MAX 86\" ultra-large screen TV, which was widely welcomed by the market.</p><p>This quarter, we launched a number of new products with innovative functions in key categories. Our Mijia fresh air conditioner can effectively reduce indoor carbon dioxide concentration by providing clean fresh air, bringing users a healthy and comfortable experience and contributing to the popularization of the new generation of fresh air conditioner products. At the same time, we launched the new Xiaomi Notebook Pro 15, equipped with an OLED screen with an ultra-wide color gamut of 1.07 billion colors, providing excellent visual effects. In addition, we also released the Xiaomi AX9000 router, priced at RMB 999, which supports tri-band 9000Mbps high-speed bandwidth and strong signal coverage, providing an esports-grade gaming experience.</p><p>We leverage our mobile phone R&D capabilities to empower our wearable business, enhancing synergy in terms of user experience. In the first quarter of 2021, our smartwatch revenue grew by more than 300.0% year-on-year. In addition, we also launched a new generation of smart bands, the Xiaomi Mi Band 6, this quarter, which features a full-screen design and has further optimized the algorithms for health and fitness functions.</p><p>In mainland China, we maintain our leading position in the top three market share across numerous smart home product categories. According to the 'IDC China Smart Home Quarterly Tracking Report, Q4 2020', our air purifiers and smart door locks maintained their number one market share, while our vacuum cleaners...<a href=\"https://laohu8.com/S/300024\">Robot</a>Its market share remains among the top two.</p><p>Our IoT business maintained rapid growth in overseas markets, with overseas IoT and consumer product revenue increasing by 81.1% year-on-year this quarter. Products such as scooters, air purifiers, and Xiaomi boxes continue to sell well.</p><p><b>Internet services</b></p><p>Our Internet business continued to develop steadily. In the first quarter of 2021, our internet services revenue reached RMB6.6 billion, representing a year-on-year increase of 11.4%. During the quarter, the gross profit margin of our Internet business reached 72.4%.</p><p>Our global internet users continue to maintain high growth. In March 2021, the number of MIUI monthly active users worldwide increased by 28.6% year-on-year to 425.3 million, of which the number of MIUI monthly active users in mainland China increased by 6.4% year-on-year to 118.6 million, representing a net increase of 7.7 million users compared to December 2020.</p><p>In the first quarter of 2021, our advertising business revenue reached a new record high for a single quarter, reaching RMB3.9 billion, representing a year-on-year increase of 46.3%. As our global user base expands and the number of high-end mobile phone users grows rapidly, advertising revenue such as pre-installation and search continues to increase.</p><p>Our game revenue was RMB1.1 billion this quarter, up 24.8% quarter-on-quarter. We value in-depth cooperation with high-quality content, while the growth of high-end mobile users has led to a continuous increase in average game revenue per user.</p><p>In the first quarter of 2021, revenue from other value-added services amounted to RMB1.6 billion, representing a year-on-year decrease of 8.6%, mainly due to the continued strengthening of risk control in the fintech business and proactive control of loan scale.</p><p>We continuously enriched our TV internet content and expanded our user base. In this quarter, the number of monthly active users of our smart TVs and Xiaomi Box increased by more than 34.0% year-on-year. Meanwhile, as of March 31, 2021, Xiaomi TV had 4.7 million paying users, representing a year-on-year increase of 8.2%.</p><p>In the first quarter of 2021, our overseas internet service revenue reached RMB900 million, representing a year-on-year increase of 50.0%, contributing 13.8% to the overall internet service revenue. The number of internet users in key markets continued to expand, with our MIUI monthly active users in Western Europe region increasing by 95.5% year-on-year. In the future, we will further provide more diversified overseas internet services to continuously promote business growth while improving user experience.</p><p><b>Overseas Market</b></p><p>In 2021, we continued to maintain strong growth in key global markets. In the first quarter of 2021, our revenue from overseas markets reached RMB37.4 billion, representing a year-on-year increase of 50.6%. According to Canalys statistics, in terms of smartphone shipments, we ranked among the top five in market share in 62 countries and regions worldwide this quarter, and first in 12 countries and regions worldwide.</p><p>Our competitiveness in key markets continues to improve. According to Canalys statistics, in terms of smartphone shipments, we ranked second in the European market for the first time this quarter, with a market share of 22.7% and a year-on-year increase of 85.1% in shipments. In Eastern Europe, we have ranked first in market share for two consecutive quarters, with a market share of 32.5% and shipments increasing by 81.8% year-on-year. For the first time, we achieved the number one market share in smartphone shipments in Russia, with a market share of 32.1%. In Western Europe, our market share further increased to 16.6%, ranking among the top three in market share, and our shipments increased by 89.3% year-on-year. In Spain, we have held the top market share for five consecutive quarters, with a market share of 35.1%. Our market share rose to second place in Italy, remained in the top three in Germany and France, and entered the top five in the UK for the first time, with year-on-year shipment growth exceeding 90%. In addition, we maintained our number one position in smartphone shipments in India for the 14th consecutive quarter this quarter, with a market share of 28.3%.</p><p>We continue to maintain rapid growth in emerging markets. According to Canalys statistics, in terms of smartphone shipments, our market share ranking in Latin America rose to third this quarter, with shipments increasing by 161.7% year-on-year and a market share of 11.5%. Among them, our market share in Mexico rose to second place, with a market share of 16.7%, and shipments increased by 137.1% year-on-year. In addition, our smartphone shipments in the Middle East increased by 87.8% year-on-year this quarter, ranking third. Meanwhile, our smartphone shipments in the African market increased by 191.0% year-on-year, ranking fourth.</p><p>We are continuously strengthening our channel development in overseas markets. In the first quarter of 2021, we shipped more than 5 million smartphones through both online and carrier channels in overseas markets excluding India, representing year-on-year growth rates of over 100% and 310%, respectively. According to Canalys, our smartphone market share in carrier channels in Western Europe further increased from 7.4% in the fourth quarter of 2020 to 11.3% in the first quarter of 2021. As of March 31, 2021, we have established partnerships with more than 150 carrier channels (including carrier subnets) worldwide.</p><p><b>Important strategic progress</b></p><p>Mobile × AIoT 'Mobile × AIoT' remains our core strategy, and we are constantly improving our intelligent ecosystem. As of March 31, 2021, the number of our AIoT connected devices (excluding smartphones and laptops) reached 351.1 million. The number of users with five or more devices connected to Xiaomi's AIoT platform (excluding smartphones and laptops) reached 6.8 million, representing a year-on-year increase of 48.9%. In March 2021, the number of monthly active users of the artificial intelligence assistant 'Xiao Ai Tong Xue' reached 93.0 million; In March 2021, the number of monthly active users of the Mijia App increased by 22.8% year-on-year, reaching 49.2 million.</p><p><b>Research and development investment</b></p><p>Building a career through technology and pursuing innovation are the driving forces behind our continuous progress. In the first quarter of 2021, our R&D expenses reached RMB3 billion, representing a year-on-year increase of 61.0%.</p><p>In the first quarter of 2021, we released our first self-developed independent professional imaging chip, the Surge C1, on the MIX FOLD foldable phone. This upgrade in focus, exposure, and white balance represents another breakthrough in our imaging technology. Meanwhile, the MIX FOLD foldable phone features the world's first mobile phone liquid lens module, which uses a flowable liquid design to replace traditional optical lenses, integrating telephoto and macro lenses to further improve image quality. In addition, we also debuted silicon-oxide anode battery technology and full phase change heat dissipation technology in the Xiaomi 11 Ultra. Through the three-state changes of solid, liquid and gas, we can achieve rapid heat dissipation and conduction, further improving the phone's long battery life, ultra-fast charging and performance stability. These innovative technologies reflect our continuous exploration of cutting-edge technologies.</p><p>In the future, we will continue to increase our R&D investment, recruit outstanding technical talents, and achieve cutting-edge innovation in core technologies and intelligent manufacturing.</p><p><b>New brand logo</b></p><p>In March 2021, we launched the new Xiaomi brand identity, including the new logo, to embark on a new decade with a brand-new image. In the future, we will also strengthen our brand promotion efforts globally and continuously enhance our brand image.</p><p>Entering the intelligent electric vehicle business</p><p>On March 30, 2021, we officially announced that we will establish a wholly-owned subsidiary to be responsible for Xiaomi's smart electric vehicle business. The initial investment is RMB 10 billion, and the investment is expected to be US$10 billion over the next 10 years. Mr. Lei Jun, CEO of Xiaomi Group, will also serve as CEO of the smart electric vehicle business.</p><p>Our philosophy is to use high-quality intelligent electric vehicles to enable global users to enjoy an ubiquitous smart lifestyle. Our broad user base, rich business practice experience in software and hardware integration, and our substantial investment in key technology areas and industry chain resources will help us move forward steadily in the field of intelligent electric vehicles and open up a broad development path.</p><p><b>Investment</b></p><p>As of March 31, 2021, Xiaomi had invested in more than 320 companies with a total book value of RMB 51.9 billion, representing a year-on-year increase of 60.8%. As of March 31, 2021, the aggregate value of our investments, including (i) the fair value of the listed companies in the investments accounted for using the equity method (based on the share price as of March 31, 2021); (ii) the carrying value of the unlisted companies in the investments accounted for using the equity method; and (iii) the carrying value of the long-term investments at fair value through profit or loss, was RMB69.7 billion. In the first quarter of 2021, we recorded a net after-tax gain of RMB400 million from the disposal of investments.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148842630","content_text":"5月26日，小米集团发布财报，财报显示：小米集团第一季度营收768.8亿元人民币，市场预估746.8亿元人民币。第一季度调整后净利润60.7亿元人民币，分析师预估39.3亿元人民币。第一季度净利润77.9亿元人民币，第一季度营业利润81.6亿元人民币。第一季度互联网服务收入65.7亿元人民币，分析师预估64.9亿元人民币。小米集团：2021年第一季度，智能手机业务收入达到人民币515亿元，同比增长69.8%；全球智能手机出货量同比增长69.1%，达到49.4百万台。第一季度，境外市场收入达到人民币374亿元，同比增长50.6%。小米集团：截至2021年3月31日止，小米共投资超过320家公司，总账面价值人民币519亿元，同比增长60.8%；投资的总价值为人民币697亿元。第一季度，自处置投资录得税后净收益人民币4亿元。业务回顾及展望整体表现2021年第一季度，小米集团总收入达到人民币769亿元，同比增长54.7%。经调整净利润达到人民币61亿元，同比增长163.8%。总收入和经调整净利润均创单季度历史新高，展现出我们商业模式的巨大活力以及战略执行的卓越成效。我们的‘手机×AIoT’核心战略取得显著成效。2021年第一季度，我们全球智能手机出货量同比增长69.1%，达到49.4百万台。根据Canalys统计，本季度我们全球智能手机出货量排名稳居第3名，市占率达到14.1%。手机出货量的强劲增长带动了我们全球用户基数持续扩张，2021年3月，全球MIUI月活跃用户数达到425.3百万，同比增长28.6%。同时，AIoT平台不断扩大规模，截至2021年3月31日，我们AIoT平台已连接的IoT设备（不包括智能手机及笔记本计算机）数达到351.1百万。人工智能助理‘小爱同学’的月活跃用户数在2021年3月达到93.0百万。我们的智能手机业务在中国大陆市场快速增长。根据Canalys统计，2021年第一季度， 我们中国大陆智能手机出货量同比增长74.6%，市场份额排名第四。互联网用户规模也在持续提升，2021年3月中国大陆地区MIUI月活跃用户数达到118.6百万，较2020年12月净增7.7百万用户，环比增长6.9%。我们持续丰富智能手机产品组合，进一步提升高端手机市场竞争力。2021年3月发布的MIX FOLD 小米折叠屏手机 ，小米11 Ultra 和小米11 Pro 三款高端机型均在发售后取得优异的销售成绩。2021年第一季度，我们中国大陆地区定价在人民币3，000元或以上及境外定价在300欧元及以上的智能手机全球出货量超过400万台。同时，我们的境外市场业务持续扩大规模。2021年第一季度，境外市场收入达到人民币374亿元，同比增长50.6%。根据Canalys统计，按智能手机出货量计，本季度我们在全球62个国家和地区市场份额排名前五，在欧洲地区排名首次达到第二，在拉美地区市场份额上升至第三。我们在稳定发展现有业务的同时，持续探索并拓宽业务边界。在2021年3月，我们发布了全新的品牌标识，同时也宣布正式进军智能电动汽车业务，开启我们未来十年广阔的征程。智能手机2021年第一季度，我们智能手机业务保持强劲增速，智能手机业务收入达到人民币515亿元，同比增长69.8%。本季度我们的智能手机业务毛利率达到12.9%，全球智能手机出货量达到49.4百万台。根据Canalys统计，本季度我们全球智能手机出货量排名稳居第3名，市占率达到14.1%。我们的智能手机业务在中国大陆市场继续快速增长。根据Canalys统计，2021年第一季度，我们中国大陆智能手机出货量市占率为14.6%，市场份额排名上升至第四。我们在线渠道的优势不断巩固，根据第三方数据，中国大陆地区智能手机在线市场份额近翻倍增长，从2020年第一季度的18.5%上升至2021年第一季度的38.0%。同时我们不断拓展中国大陆线下渠道布局，截至2021年4月30日，我们在中国大陆的零售店总数突破5，500家，较2020年12月31日新增超过2，300家。我们持续推进手机双品牌策略。在小米品牌方面，本季度我们发布了小米10S 、小米11 青春版、小米11 Pro 、小米11 Ultra 和MIX FOLD 小米折叠屏手机 ，构成了全新的小米品牌产品矩阵。其中，超高端旗舰机型MIX FOLD 小米折叠屏手机 定价人民币9，999元起，配备了2K+全面折叠屏，搭载了小米首款自研专业影像芯片澎湃C1 ， 并首发液态镜头，在影像、阅读、视频及游戏等方面给用户带来了极致的大屏交互体验。另外，小米11 Ultra 定价人民币5，999元起，首发5000万像素GN2图像传感器， 并配备120 倍潜望式长焦镜头以及128°超广角镜头，在发布时以143 分的总分登顶 DXOMARK全球专业相机测评榜单。此外，小米11 Pro及小米11 青春版 也以多元化的功能定位及外观设计，满足了不同用户的产品需求。2021年1月1日至4月30日，小米11 、小米11 Pro 和小米11 Ultra 的全球订单量突破300万台，根据第三方数据，小米11 系列在中国大陆定价人民币4，000元至6，000元的安卓手机中销量排名第一。Redmi品牌方面，我们为用户带来了全新定位的产品选择。2021 年2 月我们发布了Redmi K40、Redmi K40 Pro 和Redmi K40 Pro+ ，广受市场好评。2021年4月我们推出了Redmi K40 游戏增强版 ，定价人民币1，999元起，搭载天玑1200处理器，兼具强劲的游戏性能及超薄机身设计为一体，在散热、快速充电和肩键设计等诸多方面，把专业级的游戏体验带入大众市场。随着高端产品矩阵不断完善，我们在高端智能手机市场取得了显著成果。2021年第一季度，我们中国大陆地区定价在人民币3，000元或以上及境外定价在300欧元及以上的智能手机全球出货量超过了400万台。此外，根据第三方数据，我们中国大陆地区定价在人民币4，000元至6，000元区间的智能手机市场份额，由去年同期的5.5%提升至本季度的16.1%。IoT与生活消费产品2021年第一季度，IoT与生活消费产品业务表现强劲，收入达到人民币182亿元，同比增长40.5%。2021年第一季度，我们的智能电视全球出货量达到260万台。根据奥维云网统计，小米电视在中国大陆出货量连续九个季度稳居第一，全球智能电视出货量稳居前五。我们的大屏电视广受市场欢迎，根据奥维云网统计，本季度小米及Redmi品牌电视在中国大陆70英寸以上的大屏电视市场零售量同比增长超过160.0%，零售量排名继续保持第一，市占率达到29.0%。2021年2月，我们发布了Redmi MAX 86” 超大屏电视 ，广受市场欢迎。本季度我们在重点品类上推出多项功能创新的新品。我们推出的米家新风空调 ，通过提供干净新风可有效降低室内二氧化碳浓度，为用户带来健康舒适体验，并助力于新一代新风空调产品的普及。同时，我们新推出了小米笔记本Pro 15 ，配备10.7亿色超广色域的OLED屏幕，提供了极佳的视觉效果。此外，我们还发布了小米路由器AX9000 ，售价人民币999元，支持三频9000兆级高速带宽及强劲信号覆盖，助力电竞级的游戏体验。我们以手机研发能力赋能可穿戴业务，从使用体验上增进协同效应。2021年第一季度，我们的智能手表收入同比增速超过300.0%。此外，本季度我们也推出了新一代手环产品小米手环6 ，具备全面屏设计，并进一步优化了健康及运动功能算法。在中国大陆地区，我们在智能家居众多品类中保持市场份额前三的领先地位。根据‘IDC中国智能家居季度追踪报告，2020Q4’数据，我们的空气净化器、智能门锁产品市场份额稳居第一名，我们的扫地机器人市场份额稳居前二。在境外市场我们的IoT业务保持高速增长，本季度境外IoT及生活消费产品收入同比增长81.1%。滑板车、空气净化器、小米盒子 等产品持续畅销。互联网服务我们的互联网业务持续稳步发展。2021年第一季度，我们的互联网服务收入达到人民币66亿元，同比增长11.4%。本季度，我们互联网业务的毛利率达到72.4%。我们的全球互联网用户继续保持高增长。2021年3月，全球MIUI月活跃用户数同比增长28.6%至425.3百万，其中，中国大陆地区MIUI月活跃用户数同比增长6.4%至118.6百万，较2020年12月净增7.7百万用户。2021年第一季度，我们的广告业务收入再创单季度历史新高，达到人民币39亿元， 同比增长46.3%。随着我们全球用户规模扩大和高端手机用户数量迅速增长，预装、搜索等广告收入持续提升。本季度我们的游戏收入为人民币11亿元，环比上升24.8%，我们重视与优质内容的深度合作，同时高端手机用户增长带来每用户平均游戏收入持续提升。2021年第一季度，其他增值服务收入达到人民币16亿元，同比下降8.6%，主要由于金融科技业务继续强化风控，主动控制贷款规模。我们不断丰富电视互联网内容，触达用户规模持续扩大，本季度我们智能电视以及小米盒子 的月活跃用户数同比增长超过34.0%。同时，截至2021年3月31日，小米电视的付费用户已达到4.7百万，同比增长8.2%。2021年第一季度，我们的境外互联网服务收入达到人民币9亿元，同比增长50.0%， 对整体互联网服务的收入贡献占比达到13.8%。重点市场互联网用户规模持续扩大， 其中，我们西欧地区的MIUI月活跃用户数同比增长95.5%。未来我们将进一步提供更多元化的境外互联网服务，在提升用户体验的同时不断推进业务增长。境外市场2021年，我们在全球主要市场继续保持强劲增长。2021年第一季度，我们的境外市场收入达到人民币374亿元，同比增长50.6%。根据Canalys统计，按智能手机出货量计，本季度我们在全球62个国家和地区市占率排名前五，在全球12个国家和地区排名第一。我们在重点市场的竞争力持续提升。根据Canalys统计，按智能手机出货量计，在欧洲市场，本季度我们的市场份额首次排名第二，市占率达到22.7%，出货量同比增长85.1%。其中，在东欧地区我们连续2个季度市场份额第一，市占率达到32.5%，出货量同比增长81.8%。我们在俄罗斯的智能手机出货量市场份额首次达到第一，市占率为32.1%。在西欧地区我们的市占率进一步上升至16.6%，市场份额稳居前三，出货量同比增长89.3%。在西班牙我们的市场份额连续5个季度第一，市占率达到35.1%。我们在意大利的市场份额上升至第二，在德国、法国稳居前三，在英国首次进入前五，出货量同比增速均超过90%。此外，本季度我们在印度的智能手机出货量连续14个季度保持排名第一，市占率达到28.3%。我们在新兴市场继续保持迅猛增长。根据Canalys统计，按智能手机出货量计，本季度我们在拉美地区的市场份额排名上升至第三，出货量同比增长161.7%，市占率达到11.5%。其中，我们在墨西哥市场份额上升至第二，市占率达到16.7%，出货量同比增长137.1%。此外，本季度我们在中东地区智能手机出货量同比增长87.8%，排名第三。同时，在非洲市场我们的智能手机出货量同比增长191.0%，排名第四。我们不断加强境外市场的渠道建设。2021年第一季度，我们在除印度外的境外市场， 在线渠道和运营商渠道的智能手机出货量均超过500万台，同比增速分别超过100% 和310%。根据Canalys统计，我们西欧地区运营商渠道的智能手机市场份额由2020年第四季度7.4%进一步上升至2021年第一季度的11.3%。截至2021年3月31日，我们已与全球超过150个运营商渠道（包括运营商子网）建立合作。重要战略进展手机×AIoT‘手机×AIoT’仍是我们的核心战略，我们不断完善智能生态。截至2021年3月31日， 我们的AIoT连接设备（不包括智能手机及笔记本计算机）数达到351.1百万。拥有五件及以上连接至小米AIoT平台的设备（不包括智能手机及笔记本计算机）的用户数达到6.8百万，同比增长48.9%。在2021年3月，人工智能助理‘小爱同学’月活跃用户数达到93.0 百万；2021年3月，米家App的月活跃用户数同比增长22.8%，达到49.2百万。研发投入技术立业、追求创新是我们不断前行的动力。2021年第一季度，我们的研发开支达到了人民币30亿元，同比增长61.0%。在2021年第一季度，我们在MIX FOLD 小米折叠屏手机 上发布了首款自研独立专业影像芯片澎湃C1 ，在对焦、曝光、白平衡三方面进行了升级，是我们影像技术的又一次突破性成果。同时，MIX FOLD 小米折叠屏手机 全球首发手机液态镜头模块， 运用可流动的液态设计替代传统光学镜片，集长焦与微距于一体，进一步提升影像水平。此外，我们也在小米11 Ultra 首发硅氧负极电池技术及全相变散热技术，通过固态、液态和气态的三态变化，能够实现热量的快速散开和传导，进一步提升手机的高续航、超快充，以及性能的稳定性。这些创新技术体现了我们对于前沿科技的不断探索。未来我们将持续加大研发投入，广募优秀技术人才，在核心技术及智能制造上实现前沿创新。全新品牌标识在2021年3月，我们发布了包括新logo在内的全新小米品牌标识，以全新的形象开启新十年的征程。未来我们也将在全球范围内加强品牌推广力度，持续提升品牌形象。进军智能电动汽车业务2021年3月30日，我们正式对外公告，将成立一家全资子公司负责小米智能电动汽车业务，首期投资为人民币100亿元，预计未来10年投资额100亿美元，小米集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。我们的理念是用高质量的智能电动汽车，让全球用户享受无所不在的智能生活。我们的广大用户基础，丰富的软硬件融合的商业实践经验，我们在关键技术领域的大量投资和产业链资源，将助力我们在智能电动汽车领域稳健前行，开拓广阔的发展道路。投资截至2021年3月31日止，小米共投资超过320家公司，总账面价值人民币519亿元，同比增长60.8%。截至2021年3月31日，我们投资的总价值（包括（i）权益法计算的投资中上市公司的公允价值（按照2021年3月31日的股价计算）；（ii）权益法计算的投资中非上市公司的账面价值； 以及（iii）按公允价值计入当期损益的长期投资的账面价值）为人民币697亿元。2021年第一季度，我们自处置投资录得税后净收益人民币4亿元。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}