Xiaomi Corporation

Report azionario SEHK:1810

Capitalizzazione di mercato: HK$748.3b

Xiaomi Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Jun Lei

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO16yrs
Proprietà del CEO23.4%
Durata media del management3.8yrs
Durata media del Consiglio di amministrazione7.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

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.

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.

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

Mar 31
Xiaomi's (HKG:1810) Earnings Are Weaker Than They Seem

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

Mar 26
Xiaomi Corporation (HKG:1810) Analysts Are Cutting Their Estimates: Here's What You Need To Know

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.

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.

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.

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.

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.

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

Jan 08
We Like These Underlying Return On Capital Trends At Xiaomi (HKG:1810)

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.

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.

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.

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.

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.

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.

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

Sep 29
Xiaomi Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

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.

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

Sep 03
When Should You Buy Xiaomi Corporation (HKG:1810)?

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

Aug 03
The Price Is Right For Xiaomi Corporation (HKG:1810)

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

Jul 17
Calculating The Fair Value Of Xiaomi Corporation (HKG:1810)

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

Jun 03
Statutory Profit Doesn't Reflect How Good Xiaomi's (HKG:1810) Earnings Are

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

May 28
Slowing Rates Of Return At Xiaomi (HKG:1810) Leave Little Room For Excitement

Is There Now An Opportunity In Xiaomi Corporation (HKG:1810)?

May 13
Is There Now An Opportunity In Xiaomi Corporation (HKG:1810)?

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

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.

AMMINISTRATORE DELEGATO

Jun Lei (56 yo)

16yrs
Mandato

Mr. Jun Lei serves as the Chairman of the Board and Chief Executive Officer of Xiaomi Corporation and has been its Executive Director since May 3, 2010. He joined Beijing Kingsoft Office Software, Inc. in...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jun Lei
Founderno dataNessun dato23.37%
HK$ 174.9b
Bin Lin
Co-Founder & Vice Chairman16yrsNessun dato8.8%
HK$ 65.8b
De Liu
Co-Founderno dataNessun dato0.039%
HK$ 288.8m
Weibing Lu
Partner3.4yrsNessun datoNessun dato
Wanqiang Li
Co-founderno dataNessun datoNessun dato
Sai Wai Lam
Vice President & CFO5.6yrsNessun datoNessun dato
Sudhin Mathur
Chief Operating Officer1.7yrsNessun datoNessun dato
Anita Chan
Head of Investor Relations & Corporate Financeno dataNessun datoNessun dato
Hao Liu
Joint Company Secretary & Legal Director4.2yrsNessun datoNessun dato
Yan Qi
Senior VP of Leading Platformno dataNessun datoNessun dato
Xuezhong Zeng
Senior VP & President of Smartphone Departmentno dataNessun datoNessun dato
Xiaoyan Wang
Senior VP & President of the Groups China Regionno dataNessun datoNessun dato
3.8yrs
Durata media
52yo
Età media

Gestione esperta: Il team dirigenziale di 1810 è considerato esperto (durata media dell'incarico 3.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jun Lei
Founder16yrsNessun dato23.37%
HK$ 174.9b
Bin Lin
Co-Founder & Vice Chairman16yrsNessun dato8.8%
HK$ 65.8b
De Liu
Co-Founder5.2yrsNessun dato0.039%
HK$ 288.8m
Dongsheng Chen
Independent Non-Executive Director7.9yrsCN¥547.00kNessun dato
Shun Tak Wong
Independent Non-Executive Director7.9yrsCN¥1.00m0.000030%
HK$ 224.5k
Qin Liu
Non-Executive Director16yrsNessun dato0.71%
HK$ 5.3b
Jinqing Caroline Cai
Independent Non-Executive Director2.3yrsCN¥547.00kNessun dato
7.9yrs
Durata media
57yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 1810 sono considerati esperti (durata media dell'incarico 7.9 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/02 22:28
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Xiaomi Corporation è coperta da 59 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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