熊虎扑
05-26
很好奇前三都是谁
小米集团-W(01810)发布第一季度业绩，总收入991亿元 全球智能手机出货量连续23个季度排名全球前三
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2026年第一季度，我们的“手机×AIoT”分部收入为793亿元;我们的“智能电动汽车及AI等创新业务”分部收入为199亿元。2026年第一季度，集团经调整净利润为61亿元。</p><p>2026年第一季度，我们的智能手机出货量为3380万台。根据Omdia数据，我们全球智能手机出货量连续23个季度排名全球前三，市场份额为11.3%。截至2026年3月31日，我们AIoT平台已连接的IoT设备数(不包括智能手机、平板及笔记本电脑)达到 1118.7百万，同比增长18.5%。2026年第一季度，我们的新车交付量达到80,856辆，同比增长6.6%。2026年3月，我们全球月活跃用户数达到7.46亿，同比增长3.8%。</p><p>我们稳步执行集团“新十年目标”：大规模投入底层核心技术，致力成为全球新一代硬核科技引领者。2026年第一季度，我们的研发开支为90亿元，同比增长 33.4%。截至2026年3月31日，我们的研发人员数创历史新高，达26,048人。</p><p>我们在人工智能领域持续深耕。在基座模型研发方面，2026年4月23日，我们正式开启<a href=\"https://laohu8.com/S/XIACY\">Xiaomi</a> MiMo-V2.5系列大模型公测。Xiaomi MiMo-V2.5系列包含MiMo-V2.5、V2.5 Pro、V2.5-TTS Series和V2.5-ASR。其中，Xiaomi MiMo-V2.5-Pro在通用智能体能力、复杂软件工程以及长程任务等维度上，达到全球顶尖Agent模型水准，相较上一代Xiaomi MiMo-V2-Pro实现全方位跃升。在Artificial Analysis大模型综合智能榜单上，Xiaomi MiMo-V2.5-Pro综合智能指数位列全球开源大模型并列第一，跻身全球大模型总排名前五，同时Agent指数位居全球开源大模型并列第一。2026年4月28日，我们正式开源Xiaomi MiMo-V2.5系列，采用<a href=\"https://laohu8.com/S/ME8U.SI\">MIT</a>协议，支持商用推理部署与二次训练，无需额外授权。</p><p>我们以AI能力全面赋能“人车家全生态”场景。2026年4月，我们正式开启PC和有屏音箱版Xiaomi miclaw小范围封测。此次封测品类扩大后，Xiaomi miclaw现已支持手机、平板、PC和有屏音箱等多终端，跨端能力迎来进一步重大升级。此外，近期，<a href=\"https://laohu8.com/S/08178\">中国信息</a>通信研究院(中国<a href=\"https://laohu8.com/S/600289\">信通</a>院)开启手机端智能助手(Claw)的评估，Xiaomi miclaw成为国内首批通过该权威评测的手机端智能体。这标志着小米在智能助手领域的技术实力与产品体验获得权威认可，也彰显了小米在“人车家全生态”AI落地领域的前瞻性布局。</p><p>我们持续探索物理智能的边界，2026年4月，我们正式发布并开源具身模型Xiaomi Robotics-0真机后训练全流程，将一套完整的数据处理、训练方法、推理代码全面开放，希望通过开源的方式降低机器人智能化的技术门槛。</p><p>我们稳步优化新零售门店运营效率。截至2026年3月，我们在中国大陆地区的小米之家数量超过16,000家，其中500平米以上的新零售大店数量超过260家。同时，我们稳步推进新零售模式出海，在境外地区的新零售门店数超过520家，覆盖东南亚、欧洲、东亚、拉美、中东和非洲等区域。</p><p>2026年第一季度，我们持续提高业务运营效率，“手机×AIoT”分部营业费用率为 14.9%，环比下降2.5个百分点。同时，我们积极投资未来，我们的资本开支本季度约为33亿元，同比增长20.0%。我们持续致力于提升股东价值，积极在公开市场回购股票。自2026年初至今，我们的股票回购金额达港币约84亿元，即约250.5百万股股票，回购总金额已超过去年全年。</p></body></html>","source":"stock_zhitongcaijing","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\" 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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小米集团-W(01810)发布第一季度业绩，总收入991亿元 全球智能手机出货量连续23个季度排名全球前三\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-26 17:31 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1446034.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讯，小米集团-W(01810)发布截至2026年3月31日止三个月业绩，该集团取得收入人民币991.42亿元(单位下同)，同比减少10.9%;经调整净利润60.72亿元，同比减少43.1%。2026年第一季度，地缘不确定性因素扰动着全球经济，同时，核心器件包括存储及大宗商品价格大幅上涨、行业竞争加剧等持续带来逆风影响。面对这些挑战，我们持续优化经营效率，并着重加强底层核心技术包括AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1446034.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","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK1523":"武汉本地概念股","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","XIACY":"小米集团ADR","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) 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2026年第一季度，我们的“手机×AIoT”分部收入为793亿元;我们的“智能电动汽车及AI等创新业务”分部收入为199亿元。2026年第一季度，集团经调整净利润为61亿元。2026年第一季度，我们的智能手机出货量为3380万台。根据Omdia数据，我们全球智能手机出货量连续23个季度排名全球前三，市场份额为11.3%。截至2026年3月31日，我们AIoT平台已连接的IoT设备数(不包括智能手机、平板及笔记本电脑)达到 1118.7百万，同比增长18.5%。2026年第一季度，我们的新车交付量达到80,856辆，同比增长6.6%。2026年3月，我们全球月活跃用户数达到7.46亿，同比增长3.8%。我们稳步执行集团“新十年目标”：大规模投入底层核心技术，致力成为全球新一代硬核科技引领者。2026年第一季度，我们的研发开支为90亿元，同比增长 33.4%。截至2026年3月31日，我们的研发人员数创历史新高，达26,048人。我们在人工智能领域持续深耕。在基座模型研发方面，2026年4月23日，我们正式开启Xiaomi MiMo-V2.5系列大模型公测。Xiaomi MiMo-V2.5系列包含MiMo-V2.5、V2.5 Pro、V2.5-TTS Series和V2.5-ASR。其中，Xiaomi MiMo-V2.5-Pro在通用智能体能力、复杂软件工程以及长程任务等维度上，达到全球顶尖Agent模型水准，相较上一代Xiaomi MiMo-V2-Pro实现全方位跃升。在Artificial Analysis大模型综合智能榜单上，Xiaomi MiMo-V2.5-Pro综合智能指数位列全球开源大模型并列第一，跻身全球大模型总排名前五，同时Agent指数位居全球开源大模型并列第一。2026年4月28日，我们正式开源Xiaomi MiMo-V2.5系列，采用MIT协议，支持商用推理部署与二次训练，无需额外授权。我们以AI能力全面赋能“人车家全生态”场景。2026年4月，我们正式开启PC和有屏音箱版Xiaomi miclaw小范围封测。此次封测品类扩大后，Xiaomi miclaw现已支持手机、平板、PC和有屏音箱等多终端，跨端能力迎来进一步重大升级。此外，近期，中国信息通信研究院(中国信通院)开启手机端智能助手(Claw)的评估，Xiaomi miclaw成为国内首批通过该权威评测的手机端智能体。这标志着小米在智能助手领域的技术实力与产品体验获得权威认可，也彰显了小米在“人车家全生态”AI落地领域的前瞻性布局。我们持续探索物理智能的边界，2026年4月，我们正式发布并开源具身模型Xiaomi Robotics-0真机后训练全流程，将一套完整的数据处理、训练方法、推理代码全面开放，希望通过开源的方式降低机器人智能化的技术门槛。我们稳步优化新零售门店运营效率。截至2026年3月，我们在中国大陆地区的小米之家数量超过16,000家，其中500平米以上的新零售大店数量超过260家。同时，我们稳步推进新零售模式出海，在境外地区的新零售门店数超过520家，覆盖东南亚、欧洲、东亚、拉美、中东和非洲等区域。2026年第一季度，我们持续提高业务运营效率，“手机×AIoT”分部营业费用率为 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