小米集团2026年Q2财报演示稿

20261933”(a)1933”144A(b)S902571231(i) (ii) (iii) (iv) (v) 20261,08919.8%162x AIoTAI84020.0%24919.2%AIoT120264241ASP1,3511TWS1104,19928.2%1Omdia202623,00032.1%2 SkyNomad55008#232652026BrandZ#2620269293132160191241331182400+2020202120222023202420252026202618.9%147.2%147,000+1202663071.5T8N90 MaxSUV464kmCLTC1,705km CLTC29.99N70 MaxSUV505km CLTC1,461km CLTC25.999MiMo-V2.5202672010.5Token10Xiaomi Miloco 2.0Xiaomi Miloco 2.0MiMoAI11Xiaomi-Robotics-U0380WorldArena1Xiaomi-Robotics-110RoboCasa365RoboDojo-Sim1 98%90%1202671512OS 4 BetaAIAIOSAIXiaomi MiMo2.0↓28.9DOU↑0.2650013140+270+Q2 2025Q2 2026190+640+Q2 2025Q2 2026 x AIoT1524 OmdiaQ2 2026()Q2 202660.522.3%5.3%55.120.3%23.1%XiaomiOPPO28.410.4%-17.4%vivo21.57.9%-18.5%75.227.6%-10.0%272.0100.0%-5.9%31.211.5%-26.3%42.4 43.4 37.833.8 31.2 14.7%13.6%11.1%11.3%11.5%-5.0%0.0%5.0%10.0%15.0%20.0% - 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026162026No.219.3%No.413.3%No.310.9%No.316.5%No.213.5%No.216.2%No.311.5%5367 Omdia1711.5 10.8 11.1 10.3 8.4 16.8%16.7%15.7%14.4%14.2%0.0%5.0%10.0%15.0% 3.0 5.0 7.0 9.0 11.0 13.0Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026ASP1827.6%32.1%Q2 2025Q2 20261ASP1,073 1,351 Q2 2025Q2 202625.9%13,0004.5ppt12.9%16.2%Q2 2025Q2 20263,000-4,00013.3ppt1912202620263AIoT 1 13 25AIoT23731.2 766.5 Q2 2025Q2 2026184.8 197.7 Q2 2025Q2 2026153.2 174.9 Q2 2025Q2 2026989.1 1,160.8 Q2 2025Q2 202620.5 24.6 Q2 2025Q2 2026113.1 124.1 Q2 2025Q2 202620OmdiaQ2 2026Q2 202613.437.7%-8.2%5.816.3%-13.0%3.911.1%27.1%2.77.7%-15.6%6.819.2%-23.4%35.5100.0%-10.2%2.88.0%-6.8%21Omdia2026No.2No.2TWSNo.2No.2AI2381,302108,796145,11580,856104,199Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026SU71YU722026104,1991SU7 Ultra2YU7 GT24SU712026622026817SU7202026128.5500,000225YU71=220268320267YU71 82.8%2SU71 75.3%2226YU7 GTSUV120265YU7 GT127YU7 GT110:29.483120266with Track Package947 841 797 793 840 213 290 372 199 249 Q2 2025Q3 2025Q4 2025Q1 2026Q2 20261,089291,1601,1311,16920261,089991x AIoTAI202630IoTAI4213,120ASP1,35125.9%IoT313IoTAI24917.1%239 15.9%10Xiaomi MiMoAI90724.8%455 443 421 Q2 2025Q1 2026Q2 2026387 247 313 Q2 2025Q1 2026Q2 202691 95 90 Q2 2025Q1 2026Q2 2026213 199 249 Q2 2025Q1 2026Q2 202631IoTAI%% x AIoT%•SU7 Ultra••AI•8.5%•IoT20.1%AI22.5%19.8%Q2 2025Q2 202621.6%20.0%Q2 2025Q2 202626.4%19.2%Q2 2025Q2 202620%17%33%29%26%32%22%22%Q2 2025Q2 2026321113125138118120596774717411.9%14.8%17.3%14.9%14.2%-5.0%0.0%5.0%10.0%15.0% - 5.0 10.0 15.0 20.0 25.0 30.0Q2 2025Q3 2025Q4 2025Q1 2026Q2 20261xAIoTAIxAIoTxAIoT3320266211(i) (ii) (iii) (iv) (v) 1081136361620.02.04.06.08.010.012.014.016.018.0Q2 2025Q3 2025Q4 2025Q1 2026Q2 20269.3%10.0%5.4%6.1%5.7%3417161318123238391524 - 10.0 20.0 30.0 40.0 50.0 60.0Q2 2025Q3 2025Q4 2025Q1 2026Q2 202649545233xAIoTAI362026363520263.8117112026813281537631172022202320242025202636ESG202671,00012.741822.0100%1.1 kg CO₂e/kg12026630IR@xiaomi.comhttps://ir.mi.com/