高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长

智通财经2024-12-18

智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在...

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白交
2024-12-18
白交
小米汽车、小米家电都是很有看点的

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href=http://www.zhitongcaijing.com/content/detail/1226415.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1226415.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2237438978.USD","symbol_name":"Amundi Funds US Pioneer A2 (C) 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14:17","market":"sh","language":"zh","title":"高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2492279922","media":"智通财经","summary":"智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额同比增约18%，主要是因价格上涨带来的平均单价增11%，及存货单位组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布研究报告称，据该行10-11月追踪数据，认为<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。</p><p>其中，10-11月小米集团在淘宝/天猫/<a href=\"https://laohu8.com/S/JD\">京东</a>平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。</p><p>据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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{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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n高盛：小米集团-W(01810)智能手机及物联网第四季或实现高于行业16%的增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 14:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1226415.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1226415.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4588":"碎股","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH 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CLEARBRIDGE VALUE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR"},"source_url":"http://www.zhitongcaijing.com/content/detail/1226415.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492279922","content_text":"智通财经APP获悉，高盛发布研究报告称，据该行10-11月追踪数据，认为小米集团-W(01810)中国智能手机及物联网业务，有望在今年第四季实现高于行业16%的收入增长。其中，10-11月小米集团在淘宝/天猫/京东平台的线上智能手机商品交易总额(GMV)同比增约18%，主要是因价格上涨带来的平均单价(ASP)增11%，及存货单位(SKU)组合的改善物联网方面，高盛追踪的小米线上物联网GMV增长在10-11月期间年增11%。该行认为，线下销售增长强劲是受惠于以旧换新计划及强劲的家电零售销售支持。据高盛数据，小米集团在天猫/淘宝/京东的家电和数码设备市场占有率基本保持稳定，但该行留意到，线下销售增长强劲，是因小米集团线下商店在双十一期间将智能手机与物联网的销售比例，由2023年的7:3改为今年的6:4。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"01810":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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