小米集團－Ｗ：2023年中期報告.pdf

1、小米集团 2023年中期報告2023 年中期報告股份代號：1810（港幣櫃台）及 81810（人民幣櫃台）?www.hkexnews.hk?183?17M?.hk?468152744454647495153106?4?22?Maples Corporate Services LimitedPO Box 309Ugland HouseGrand Cayman,KY1-1104Cayman Islands52023?348?5?15?42?181?27?183?17?1712?1716?Maples Fund Services(Cayman)LimitedPO Box 1093,Boundary

2、HallCricket SquareGrand Cayman,KY1-1102Cayman Islands?1810?81810?6?2023?6?30?2022?6?30?126,832.0143,522.4-11.6%?25,752.624,477.85.2%?9,940.7821.81,109.7%?10,426.41,320.9689.3%?7,881.7834.8844.1%?18,373.54,939.969.5%1?7 72023?(1)?Canalys?2023?6?30?(2)?2023?6?30?IoT?(3)2023?6?(4)?2023?6?30?1,268?IoT?(

3、2)654.5?MIUI?(3)606.0?20.3%?258?(4)84?(4)6.6%?(1)?8?2023?6?30?IoT?1.?2023?2023?1,268?84?26?AIoT?Canalys?2023?12.1%?Canalys?2023?50?63?2023?21.2%?92023?17.1%?MIUI?2023?6?MIUI?606.0?10.8%?2023?6?30?AIoT?IoT?654.5?24.2%?2?3?ASP?2023?4,0006,000?5.9?13.7%?4.1?20.2%?2023?ASP?21%?12?99?AI4?2023?87?19.4%?(2

4、022-2026)?1,000?2023?6?30?16,834?52%?2023?6?30?3.3?AI?2016?NLP5?AI?AI?3,000?2?3,000?3?Xiaomi 12S Ultra?Xiaomi MIX Fold 2?Xiaomi 13?Xiaomi 13 Pro?Xiaomi 13 Ultra?Xiaomi MIX Fold 3?4 Artifi cial Intelligence?5?10?2023?4?AI?60?C-EVAL?CMMLU?6?2023?8?CyberDog2?CyberGear?AI?CyberDog2?2023?2023?GMV?7?20%?2

5、023?46%?2023?2023?20.3%?12.3%?3.0?IoT?16.8%?1.8?2023?195?4.3%?84?69.5%?385?33.5%?30%?6 2023?8?11?7?GMV?GMV?112023?2040?8?100%?2.?2023?Canalys?11.8%?12.1%?2023?716?63.3?2023?ASP?1,131?ASP?21%?Xiaomi?2023?8?Xiaomi MIX Fold 3?Xiaomi MIX Fold 3?14?Xiaomi MIX Fold 3?2023?4?Xiaomi 13 Ultra?Xiaomi 13 Ultra

6、?Summicron?2023?2?Xiaomi 13?Xiaomi 13 Pro?Redmi?2023?8?Redmi?MediaTek?Pixelworks?2023?8?Redmi K60?9200+?X7?2.0?Redmi K60?22?Redmi K?2023?3?Redmi Note 12 Turbo?9?7+?VC?FEAS2.2?Redmi Note 12 Turbo?8?IoT?9?Redmi Note 12 Turbo?Redmi Note 12 Turbo?12?3.IoT?2023?IoT?391?16.8%?1.8?2023?6?30?AIoT?IoT?654.5?