小米集团2023年Q2业绩PPT演示文稿-43页_2mb

报告摘要

排版与总结要求

By attending the meeting where this presentation is made, or by reading the presentation materials, you agree to be bound by the following limitations:
The information in this presentation has been prepared by representatives of Xiaomi Corporation (the "Company", and together with its subsidiaries, the "Group") for use in presentations by the Group and does not constitute a recommendation regarding the securities of the Group. No part of this presentation should form the basis of, or be relied on in connection with, any contract or commitment or investment decision whatsoever.

No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information, or opinions contained herein. Neither the Company nor any of the Company's subsidiaries, affiliates, advisors or representatives shall have any responsibility or liability whatsoever (for negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. The information set out herein may be subject to updating, completion, revision, verification and amendment and such information may change materially.

This presentation is based on the economic, regulatory, market and other conditions in effect on the date hereof. It should be understood that subsequent developments may affect the information contained in this presentation, which neither the Company nor its subsidiaries, affiliates, advisors or representatives are under an obligation to update, revise or affirm.

The information communicated in this presentation may contain certain statements that are or may be forward looking. These statements typically contain words such as "will", "may", "expects", "forecasts", "plans" and "anticipates" and words of similar import. By their nature forward looking statements involve risk and uncertainty because they relate to events and depend on circumstances that will occur in the future. There may be additional material risks that are currently not considered to be material or of which the Company and its advisors or representatives are unaware. Against the background of these uncertainties, readers should not rely on these forward-looking statements. Neither the Company nor its subsidiaries, affiliates, advisors or representatives assume any responsibility to update forward-looking statements or to adapt them to future events or developments.

This presentation and the information contained herein does not constitute or form part of any offer for sale or subscription of or solicitation or invitation of any offer to buy or subscribe for any securities of the Company or any of its subsidiaries or affiliates in any jurisdiction. The securities of the Company have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act"), and may not be offered, sold or delivered within the United States or to U.S. persons absent from registration under or an applicable exemption from the registration requirements of the United States securities laws.

In addition, certain information related to other companies and market in general presented in this presentation has been obtained from publicly available information. The accuracy and appropriateness of that information has not been verified by the Company and cannot be guaranteed.

No invitation is made by this presentation or the information contained hereinto enter into, or offer to enter into, any agreement to purchase, acquire, dispose of, subscribe for or underwrite any securities or structured products, and no offer is made of any shares in or debentures of a company for purchase or subscription except as permitted under relevant laws.

总结

本文档是小米集团关于其产品与发展战略的演示材料，旨在为投资者及相关利益相关方提供部分业务信息。以下为核心内容总结：

法律声明：

本演示文稿仅用于内部交流及展示目的，不构成任何投资建议或证券推荐。

各类数据及信息可能存在变更、更新或修订，并且截至演示日期仍有局限性。
材料中的前瞻性陈述仅基于当前假设与预测，不意味任何担保或承诺。
投资者应忽略文稿内容进行任何金融行为（如买卖股票、订立合同）。
小米在美国境内未进行注册并合规融资，因此美国公民不能参与投资。

财务表现概要（2023年Q2）：

总营收：人民币674亿元，同比增长13.2%。
净利润：调整后净利润51亿元，同比增长147%。
智能终端与创新投入：小米持续推动技术研发，2023年上半年研发投入达46亿元。其在AIoT设备、智能硬件以及AY项目上的布局包括：
- AIoT设备连接数超过1.3亿台
- “小米AI助手”用户数达1.1亿，基于长文本优势和本地化知识
- 机器人、双频5G、电视、游戏等新品发布不断完善产品生态
资本市场表现：
- 全球出货量仍保持前五、中国市场份额保持第三。
- 主要海外市场增长动能强劲，如南亚和非洲区域表现突出。
- 互联网服务营收创新高，达到74亿元，广告及游戏业务尤为亮眼。