小米集团第二季度营收1089亿元总裁卢伟冰：小米机器人首秀定档，新一代玄戒芯片即将发布

每日经济新闻08-18

8月18日，小米集团（HK01810，股价26.18港元，市值6743.59亿港元）披露2026年第二季度财报。财报显示，今年第二季度，小米集团总收入为1089.22亿元，经调整净利润为62.19亿元。　　《每日经济新闻》记者（以下简称“每经记者”）注意到，在当日晚间举行的财报电话会上，小米集团总裁卢伟冰提及自研芯片应用情况、小米机器人进展、存储涨价对手机业务的影响等多个热点话题。　　据卢伟冰透露...

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soon","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/66f24fe5b753634a0c150c79aec37a87","symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"01810":1.97,"XIACY":1.97,"DRGN":0.6},"content_text":"8月18日，小米集团（HK01810，股价26.18港元，市值6743.59亿港元）披露2026年第二季度财报。财报显示，今年第二季度，小米集团总收入为1089.22亿元，经调整净利润为62.19亿元。　　《每日经济新闻》记者（以下简称“每经记者”）注意到，在当日晚间举行的财报电话会上，小米集团总裁卢伟冰提及自研芯片应用情况、小米机器人进展、存储涨价对手机业务的影响等多个热点话题。　　据卢伟冰透露，小米机器人将在2026世界机器人大会上首次面向公众亮相，全新一代小米玄戒芯片也即将发布。公司还将加速新零售出海，看好空调的海外增长空间。手机业务方面，卢伟冰认为，存储涨价将延续到今年底，但趋势或将放缓，手机业务最困难的时期已经接近尾声。　　卢伟冰：手机业务的困难时期已接近尾声 　　财报显示，今年第二季度，小米集团实现收入1089.22亿元，同比下降6.1%；期间利润为94.63亿元，同比下降20.3%；经调整净利润62.19亿元，同比下降42.6%。今年上半年，公司实现收入2080.63亿元，同比下降8.4%；期间利润141.98亿元，同比下降37.6%。 图片来源：小米集团2026年第二季度财报　　小米集团在财报中表示，今年第二季度，地缘不确定性仍存，存储等核心器件成本大幅上涨，叠加行业竞争激烈，给公司业务带来压力。　　分业务来看，今年第二季度，小米集团手机×AIoT分部收入为840亿元，毛利率为20.0%。全球智能手机出货量为3120万台，智能手机业务收入421亿元，毛利率为8.5%。智能手机平均售价（ASP）同比增长25.9%至1351元/台。　　针对存储涨价一事，卢伟冰在财报电话会上回答每经记者提问时表示，随着今年第三季度到来，相关合约已经谈得差不多，整体来看存储成本虽然仍处于历史高位，但已经进入缓涨阶段，预计今年第四季度仍将处于涨价中。　　不过，卢伟冰也表示，长期以来，小米与五大内存供应商互信守诺，在供应方面有较好的优先级，公司也在快速调整产品结构和发布节奏，提高平均售价。他还表示，手机业务的困难时期已经接近尾声。今年下半年将会有旗舰手机上市，对下半年手机业务的毛利率有信心。　　其他业务方面，今年第二季度，小米集团IoT（物联网）与生活消费产品业务收入313亿元，毛利率为20.1%。其中，平板全球出货量排名上升至第四；TWS（真无线立体声）耳机全球出货量排名第二；可穿戴腕带设备全球出货量排名第二。此外，互联网服务业务收入为90亿元，毛利率为76.8%；广告业务收入72亿元。　　小米机器人将亮相，新一代玄戒芯片待发布 　　值得注意的是，小米集团还在财报电话会上透露了公司机器人的最新进展。　　据卢伟冰介绍，小米机器人将在2026世界机器人大会上首次面向公众亮相。在他看来，当前机器人产业应首先考虑可落地性。“我们认为，当下最重要的落地场景就在智能制造工厂的产线上，能够实现对人工的部分取代。在技术路线上还是会看重技术的通用性，一方面是本体尺寸的通用性，另一方面就是模型的通用性。”　　据卢伟冰透露，小米集团此次在机器人本体上选择了1.7米左右的全尺寸人形机器人。他还强调，小米集团不会独立做机器人，而是会和人车家全生态做协同，在智能工厂、智能出行以及家庭等场景做一些协同。　　此外，卢伟冰还谈到了出海计划。他表示，小米集团在海外已经有640多家新零售门店，今年年底预计会达到1000家左右，同时也在研究一些新市场。“前段时间我也去了澳大利亚，我觉得这个市场还是有非常大的做新业务的机会。我们会把小米新零售在国内汽车行业的实践带到海外去，也在海外找合作伙伴，找能够认同我们这套新零售模式的一些合作伙伴。”　　不过，卢伟冰也直言，小米集团的部分产品还没有出海，或是出海后“不是很强势”，还有很大空间。“我们非常明显地看到，像今年空调在很多国家的需求是非常强劲的，我相信明年的增长会非常大，这是第一个。第二个是一定要加快各种渠道，除了新零售，近期我们在电商平台也开始加快深入合作。第三个就是我们还要加快海外招商。”　　在财报电话会上，卢伟冰还透露，去年小米集团成功推出自研的玄戒O1芯片，在三款终端上累计出货量已超过百万；全新一代小米玄戒芯片即将发布。“除了这个芯片之外，整个小米在9月份会进入到一个密集的新品发布期。”（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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小米集团第二季度营收1089亿元 总裁卢伟冰：小米机器人首秀定档，新一代玄戒芯片即将发布

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小米集团第二季度营收1089亿元总裁卢伟冰：小米机器人首秀定档，新一代玄戒芯片即将发布