Xiaomi Corporation

SEHK:1810 Rapport sur les actions

Capitalisation boursière : HK$765.3b

Xiaomi Croissance future

Future contrôle des critères 3/6

Xiaomi devrait augmenter ses bénéfices et son chiffre d'affaires de 12.9% et de 12% par an respectivement. Le BPA devrait croître de de 12.4% par an. Le rendement des capitaux propres devrait être 14.7% dans 3 ans.

Informations clés

12.9%

Taux de croissance des bénéfices

12.45%

Taux de croissance du BPA

Tech croissance des bénéfices28.6%
Taux de croissance des recettes12.0%
Rendement futur des capitaux propres14.66%
Couverture par les analystes

Good

Dernière mise à jour19 May 2026

Mises à jour récentes de la croissance future

Article d’analyse Mar 26

Xiaomi Corporation (HKG:1810) Analysts Are Cutting Their Estimates: Here's What You Need To Know

There's been a notable change in appetite for Xiaomi Corporation ( HKG:1810 ) shares in the week since its yearly...
Article d’analyse Sep 29

Xiaomi Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders might have noticed that Xiaomi Corporation ( HKG:1810 ) filed its second-quarter result this time last...

Recent updates

Nouveau récit May 17

Xiaomi represents a unique combination of scale consumer electronics + emerging tech platform + EV challenger.

Investment Memorandum – Xiaomi Corporation (HKEX: 1810) 1. Executive Summary Xiaomi Corporation is a leading global consumer electronics and technology company transitioning into a full-stack ecosystem player spanning smartphones, AIoT, internet services, and increasingly electric vehicles (EVs) and AI.
Mise à jour du récit May 01

1810: Auto Partnerships And Execution Will Drive Future Upside Potential

Analysts have trimmed Xiaomi's price target from HK$40 to HK$30, citing pressure on smartphone demand from higher memory costs and more cautious expectations for Chinese auto deliveries, while incorporating updated assumptions for growth, margins and a lower future P/E multiple. Analyst Commentary Recent research on Xiaomi highlights a mix of caution on near term headwinds and confidence in the longer term setup, especially for investors focused on execution across smartphones and autos.
Mise à jour du récit Apr 17

1810: Rising Memory Costs And Auto Softness Will Pressure Future Returns

Analysts have trimmed Xiaomi's fair value estimate from about HK$30.52 to around HK$26.96, citing lower assumed revenue growth, slightly softer profit margins, and higher expected P/E multiples, as they respond to recent price target cuts and softer smartphone and auto related expectations. Analyst Commentary Recent research updates highlight a more cautious tone around Xiaomi, with attention on execution risks in both smartphones and autos, as well as pressure on earnings assumptions feeding through to valuation work.
Mise à jour du récit Apr 02

1810: EV And Auto Partnerships Will Drive Future Upside Potential

Analysts have trimmed Xiaomi's fair value estimate to about HK$44.93 from roughly HK$57.33, reflecting lower assumed revenue growth, slightly softer profit margins, a modestly higher discount rate and a reduced future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts continue to see upside in Xiaomi, with some assigning price targets such as US$49, which still sit comfortably above current fair value estimates and imply room for execution to close the gap.
Article d’analyse Mar 31

Xiaomi's (HKG:1810) Earnings Are Weaker Than They Seem

Xiaomi Corporation ( HKG:1810 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Article d’analyse Mar 26

Xiaomi Corporation (HKG:1810) Analysts Are Cutting Their Estimates: Here's What You Need To Know

There's been a notable change in appetite for Xiaomi Corporation ( HKG:1810 ) shares in the week since its yearly...
Mise à jour du récit Mar 19

1810: Auto Ecosystem Expansion And Partnerships Will Drive Future Upside Potential

Narrative Update Analysts have lowered Xiaomi's implied fair value, reflected in a reduced blended price target that is consistent with recent revisions, including the adjustment from HK$40 to HK$30. They have also moderated expectations for smartphone and auto related growth, citing pressure from higher memory costs and softer sales assumptions.
Mise à jour du récit Mar 05

1810: Auto Sector Weakness And Crypto Alliance Will Shape Future Returns

Narrative Update Analysts have trimmed their Xiaomi price target slightly to HK$30.52 from HK$31.23, reflecting updated assumptions for somewhat lower profit margins and fair value, partly offset by a higher expected P/E multiple and revenue growth outlook following recent sector research on Chinese carmakers and Xiaomi's role in that ecosystem. Analyst Commentary Recent sector commentary on Chinese carmakers has contributed to a more cautious tone around Xiaomi's auto exposure and broader growth expectations.
Mise à jour du récit Feb 19

1810: Slower Revenue Outlook Will Outweigh Potential Benefits From Crypto Partnership

Analysts have lowered their Xiaomi price target from HK$46.89 to HK$31.23, primarily reflecting revised assumptions for slower revenue growth, a lower future P/E and a higher discount rate, partly offset by higher projected profit margins. What's in the News Ford held discussions with Xiaomi about a potential partnership, according to a Financial Times report.
Mise à jour du récit Feb 05

1810: EV Push And Electronics Self Reliance Will Drive Future Upside

Narrative Update Analysts have trimmed their fair value estimate for Xiaomi from HK$57.80 to about HK$57.33, reflecting slightly lower revenue growth expectations and a higher discount rate. They still highlight support from its electric vehicle ambitions and smartphone and internet of things exposure, despite near term pressure on margins and previous target cuts.
Mise à jour du récit Jan 21

1810: Crypto And Electric Vehicle Push Will Drive Future Upside Potential

Analysts have made a small upward adjustment to their fair value estimate for Xiaomi to HK$79.45 from about HK$78.87, reflecting updated assumptions on revenue growth, discount rate and future P/E, alongside mixed recent Street views that include a reduced smartphone focused target and a more optimistic call on the company's electric vehicle potential. Analyst Commentary Bullish analysts are focusing on how Xiaomi's mix of smartphones, internet of things and electric vehicles could support the updated fair value estimate, even as some nearer term headwinds are flagged in recent research.
Article d’analyse Jan 08

We Like These Underlying Return On Capital Trends At Xiaomi (HKG:1810)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Mise à jour du récit Jan 07

1810: Crypto And Electric Vehicle Exposure Will Define Future Upside Potential

Analysts have trimmed their Xiaomi price targets, such as a move from $43 to $40 at one major firm. This reflects more cautious assumptions on internet of things growth and smartphone margins, even as they highlight Xiaomi's positioning in China's electric vehicle space.
Mise à jour du récit Dec 23

1810: Premium Auto Customization And EV Ecosystem Will Drive Future Upside

Analysts have trimmed their price target on Xiaomi by about $3 to $40, citing slightly slower expected revenue growth, modestly lower profit margins amid rising DRAM costs, and reduced IoT tailwinds due to lapping subsidies, while still highlighting the company as a top Overweight-rated pick in China's competitive EV and electronics market. Analyst Commentary Bullish analysts continue to frame the lower price target as a recalibration rather than a fundamental downgrade, arguing that Xiaomi's execution in both smartphones and electric vehicles still supports a premium to many domestic peers.
Mise à jour du récit Dec 09

1810: Premium Auto Customization Will Drive Future Upside In High End Segment

Analysts have nudged their consolidated price target on Xiaomi slightly lower by about $3 to approximately $40 per share, reflecting expectations for slower internet of things growth and some margin pressure from higher component costs, partially offset by optimism around the company’s positioning in China’s electric vehicle and electronics markets. Analyst Commentary Recent Street commentary highlights a balanced mix of enthusiasm and caution around Xiaomi, with valuation underpinned by its growing presence in electric vehicles and core electronics, but tempered by near term profitability risks.
Mise à jour du récit Nov 25

1810: Expansion Of Customization Services Will Drive Share Gains In Premium Autos

Analysts have lowered their price target for Xiaomi, reducing the estimate from $43 to $40. They cited expectations of slower growth in internet of things sales and compressed smartphone margins, despite ongoing optimism about the company’s positioning in China's competitive tech landscape.
Mise à jour du récit Nov 10

1810: Market Share Gains And Customization Will Drive Performance In A Weak Industry

Analysts have lowered their price target for Xiaomi from $45 to $43, citing ongoing weakness in the global cellphone market even as the company continues to gain market share. Analyst Commentary Bullish Takeaways Bullish analysts highlight Xiaomi's continued ability to gain market share, even as the global cellphone market faces challenges.
Mise à jour du récit Oct 27

Global Advances In Premium Offerings Will Shape Market Leadership Ahead

Analysts have lowered their price target for Xiaomi from $45 to $43. They cite a weaker global cellphone market, but acknowledge the company's increasing market share and steady profit margins.
Article d’analyse Sep 29

Xiaomi Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders might have noticed that Xiaomi Corporation ( HKG:1810 ) filed its second-quarter result this time last...
Mise à jour du récit Sep 04

AIoT And Premium Products Will Unlock Global Potential

Analysts have trimmed Xiaomi’s price target slightly to HK$66.01 amid concerns over ongoing global smartphone market weakness, though optimism about strong demand for the new YU7 electric SUV and share gains from competitors partly offsets these headwinds. Analyst Commentary Analysts are concerned about ongoing weakness in the global cellphone market, leading to more conservative growth estimates.
Article d’analyse Sep 03

When Should You Buy Xiaomi Corporation (HKG:1810)?

Xiaomi Corporation ( HKG:1810 ) received a lot of attention from a substantial price movement on the SEHK over the last...
Article d’analyse Aug 03

The Price Is Right For Xiaomi Corporation (HKG:1810)

With a price-to-earnings (or "P/E") ratio of 41.9x Xiaomi Corporation ( HKG:1810 ) may be sending very bearish signals...
Article d’analyse Jul 17

Calculating The Fair Value Of Xiaomi Corporation (HKG:1810)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Xiaomi fair value estimate is HK$60.44 Xiaomi's HK$56.15 share...
Article d’analyse Jun 03

Statutory Profit Doesn't Reflect How Good Xiaomi's (HKG:1810) Earnings Are

The subdued stock price reaction suggests that Xiaomi Corporation's ( HKG:1810 ) strong earnings didn't offer any...
Article d’analyse May 28

Slowing Rates Of Return At Xiaomi (HKG:1810) Leave Little Room For Excitement

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Nouveau récit Feb 27

Xiaomi to Surge with 15% Revenue Growth and IoT Expansion

High-Spec, Low-Cost Smartphones: Xiaomi disrupted markets by offering feature-rich devices at competitive prices, undercutting rivals like Samsung and Apple. This "flagship specs at mid-range prices"
User avatar
Nouveau récit Nov 24

Premiumization And Global Expansion Drive Exciting Growth And Profitability Evolution

Xiaomi's successful premiumization strategy and international expansion efforts indicate strong potential for future revenue growth and improved profitability across its market segments.

Prévisions de croissance des bénéfices et des revenus

SEHK:1810 - Estimations futures des analystes et données financières antérieures (CNY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/2028671,17755,51668,71768,51522
12/31/2027585,75746,11756,89263,20034
12/31/2026491,99129,84634,41042,34330
12/31/2025457,28741,64321,37334,142N/A
9/30/2025449,37544,12538,68357,435N/A
6/30/2025428,76137,20755,47964,820N/A
3/31/2025401,69330,40044,61153,092N/A
12/31/2024365,90623,65833,54339,295N/A
9/30/2024330,14519,36016,93023,199N/A
6/30/2024308,53318,88119,62423,669N/A
3/31/2024287,00017,45324,52630,795N/A
12/31/2023270,97017,47535,03241,300N/A
9/30/2023263,77415,89931,80337,602N/A
6/30/2023263,3549,54915,99922,804N/A
3/31/2023266,1707,265-2905,510N/A
12/31/2022280,0442,474-10,189-4,390N/A
9/30/2022299,5721,808-3,9403,230N/A
6/30/2022307,1604,077-13,588-5,530N/A
3/31/2022324,77810,959-7,519-349N/A
12/31/2021328,30919,3392,6169,785N/A
9/30/2021313,19725,6678,55611,581N/A
6/30/2021307,29729,75530,36434,089N/A
3/31/2021273,04625,98528,51231,538N/A
12/31/2020245,86620,35618,85321,879N/A
9/30/2020231,87213,98314,84818,253N/A
6/30/2020213,37111,6285,9198,969N/A
3/31/2020211,7849,08212,31815,723N/A
12/31/2019205,83910,04420,40523,810N/A
9/30/2019193,79011,012N/A7,707N/A
6/30/2019190,97610,986N/A3,379N/A
3/31/2019184,26023,685N/A-255N/A
12/31/2018174,91513,554N/A-1,415N/A
9/30/2018165,608-2,885N/A496N/A
6/30/2018148,862-16,373N/A3,187N/A
3/31/2018126,332-40,928N/A-3,243N/A
12/31/2017114,625-43,826N/A-996N/A
12/31/201668,434553N/A4,531N/A
12/31/201566,811-7,581N/A-2,601N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 1810 ( 12.9% par an) est supérieure au taux d'épargne ( 3% ).

Bénéfices vs marché: Les bénéfices de 1810 ( 12.9% par an) devraient croître plus rapidement que le marché Hong Kong ( 12.5% par an).

Croissance élevée des bénéfices: Les bénéfices de 1810 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 1810 ( 12% par an) devrait croître plus rapidement que le marché Hong Kong ( 8.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 1810 ( 12% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 1810 devrait être faible dans 3 ans ( 14.7 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 18:41
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Xiaomi Corporation est couverte par 59 analystes. 34 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Tianli WenAletheia Analyst Network Limited
Zixiao YangArete Research Services LLP
Jiong ShaoBarclays