Xiaomi Corporation

SEHK:1810 주식 리포트

시가총액: HK$771.6b

Xiaomi 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Jun Lei

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간16yrs
CEO 지분 보유율23.5%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간7.9yrs

최근 경영진 업데이트

Recent updates

새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
새로운 내러티브 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
새로운 내러티브 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.

CEO

Jun Lei (56 yo)

16yrs
재임 기간

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...


리더십 팀

이름직위재임 기간보수지분
Jun Lei
Founderno data데이터 없음23.47%
HK$ 181.1b
Bin Lin
Co-Founder & Vice Chairman16yrs데이터 없음8.83%
HK$ 68.2b
De Liu
Co-Founderno data데이터 없음0.039%
HK$ 299.0m
Weibing Lu
Partner3.4yrs데이터 없음데이터 없음
Wanqiang Li
Co-founderno data데이터 없음데이터 없음
Sai Wai Lam
Vice President & CFO5.6yrs데이터 없음데이터 없음
Sudhin Mathur
Chief Operating Officer1.7yrs데이터 없음데이터 없음
Anita Chan
Head of Investor Relations & Corporate Financeno data데이터 없음데이터 없음
Hao Liu
Joint Company Secretary & Legal Director4.2yrs데이터 없음데이터 없음
Yan Qi
Senior VP of Leading Platformno data데이터 없음데이터 없음
Xuezhong Zeng
Senior VP & President of Smartphone Departmentno data데이터 없음데이터 없음
Xiaoyan Wang
Senior VP & President of the Groups China Regionno data데이터 없음데이터 없음
3.8yrs
평균 재임 기간
52yo
평균 나이

경험이 풍부한 관리: 1810의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Jun Lei
Founder16yrs데이터 없음23.47%
HK$ 181.1b
Bin Lin
Co-Founder & Vice Chairman16yrs데이터 없음8.83%
HK$ 68.2b
De Liu
Co-Founder5.2yrs데이터 없음0.039%
HK$ 299.0m
Dongsheng Chen
Independent Non-Executive Director7.9yrsCN¥550.00k데이터 없음
Shun Tak Wong
Independent Non-Executive Director7.9yrsCN¥877.00k0.000030%
HK$ 231.5k
Qin Liu
Non-Executive Director16yrs데이터 없음0.71%
HK$ 5.5b
Jinqing Caroline Cai
Independent Non-Executive Director2.3yrsCN¥550.00k데이터 없음
7.9yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 이사회: 1810의 이사회경험이 있음으로 간주됩니다(평균 재임 7.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 11:44
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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분석가 소스

Xiaomi Corporation는 59명의 분석가가 다루고 있습니다. 이 중 34명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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