Xiaomi Corporation

SEHK:1810 株式レポート

時価総額：HK$765.3b

Xiaomi 将来の成長

Future 基準チェック /36

Xiaomi利益と収益がそれぞれ年間12.9%と12%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.7% 12.4%なると予測されています。

主要情報

12.9%

収益成長率

12.45%

EPS成長率

Tech 収益成長28.6%
収益成長率12.0%
将来の株主資本利益率14.66%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

分析記事 • 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...
分析記事 • 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

新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
新しいナラティブ • 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
新しいナラティブ • 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.

業績と収益の成長予測

SEHK:1810 - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: 1810の予測収益成長率 (年間12.9% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: 1810の収益 ( 12.9% ) はHong Kong市場 ( 12.5% ) よりも速いペースで成長すると予測されています。

高成長収益: 1810の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 1810の収益 ( 12% ) Hong Kong市場 ( 8.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: 1810の収益 ( 12% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 1810の 自己資本利益率 は、3年後には低くなると予測されています ( 14.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 19:03
終値2026/05/21 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Xiaomi Corporation 34 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。59

アナリスト機関
Tianli WenAletheia Analyst Network Limited
Zixiao YangArete Research Services LLP
Jiong ShaoBarclays