2024年第四季度和全年业绩报告

20241933”(a)1933”144A(b)S9025712202433,659+35.0%x AIoT13,3323281,918IoT1,04134120.9%x AIoT1-- IoT-21.2%12.6%20.3%76.6%18.5%2272+41.3%-31IoT2(i) (ii) (iii) (iv) (v) 3962202441Canalys2024220243,000320241231No.3 113.8%1+1.723.023.3%2024136,85432002025350,000+47.4%1+73.1%No.2 115.2%52024127MIUI“1002010/08/162015/082019/102018/062021/012021/112023/052024/122 3 4 5 6 7 6202120251,00093132160191241202020212022202320242025~3002024OS 27AIOS x AIx AIOS 2810,00015,00020,000202420232022202510,00010,0002021202010,0003,2002025500+400102024()2024225.918.5%-1.4%222.918.2%-1.1%Xiaomi42.813.8%3.1%106.78.7%15.3%OPPO103.68.5%2.8%395.632.3%13.7%1,223.2100.0%7.1%18-1.3%152.7 146.1 168.6 12.8%12.8%13.8%6.0%11.0% - 50.0 100.0 150.0 200.0 250.0202220232024168.613.8%15.4%+0.0%+1.0%Canalys112024No.416.1%No.217.1%No.311.3%No.319.6%No.218.6%No.316.6%No.614.7%No.313.8%+1.7%+2.0%+2.4%+1.0%+0.6%+0.2%+1.5%5669Canalys1242024()2024vivo49.317.3%10.8%46.016.2%37.4%42.915.1%-17.3%OPPO42.715.0%-2.7%42.214.8%-3.2%Xiaomi41.914.7%17.8%19.76.9%0.0%284.6100.0%4.5%41.914.7%17.8%9.5 9.5 10.0 10.2 12.2 12.8%14.0%14.2%14.7%15.8%0.0%5.0%10.0%15.0% 8.0 9.0 10.0 11.0 12.0 13.0 14.0Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024+1.4%+1.5%+0.8%+1.2%+3.0%Canalys13No.2No.3No.1No.2No.23.2 3.9 4.4 3.4 5.0 15.3%15.9%19.3%16.0%16.8%0.0%5.0%10.0%15.0%20.0% - 1.0 2.0 3.0 4.0 5.0 6.0 7.0 8.020249202410202411202412202511419.022.7202320249.210.9202320246.18.42023202413.016.320232024()()()()Canalys1517.0%17.7%20.3%23.3%27.9%29.0%2021202220232024Q42023Q4202414.9%3.4%24.1%8.4%24.3%9.7%2022 2023 20242022 2023 20243,0004,000-5,0005,000-6,000Xiaomi 15 Ultra: 16Xiaomi 15 Ultra 2ACES LOG202523IoT18739.7 786.1 822.2 861.4 904.6 Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024185.8 89.1 96.9 100.1 100.8 Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024MAU14.5 15.2 16.1 17.1 18.3 Q4 2023Q1 2024Q2 2024Q3 2024Q4 20245AIoT1122.3 124.8 131.7 134.9 137.1 Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024MAUAIoT1: 191GC/JG5151(0/A)GC009G08GC25TX0020000821Pro30,99920252202468050%+202427030%+202419045%+2024202456.938.6%5.3%27.818.8%8.2%10.77.3%29.3%10.47.1%12.0%Xiaomi9.26.2%73.1%32.522.0%-0.1%147.6100.0%9.2%20:9.26.2%73.1%Canalys2024: 2111TWS202521Canalys20242.011Xiaomi Buds 5 Pro202413202535232024136,85420241220241110,000+202462024420252520,000+20241020,000+241231 2024+2 2024(IVISTA) +3 20242024252024-25˚C-20˚C5˚C15˚C2024262024938127202412582002024329592024630872025265220272024520246202472024820241220241020249NOANOA1NOA120252128SU7 Ultra: 20252202531.98s0-100km/h1,548ps>359km/h52.9929SU7 Ultra: 319,000310,0001202532530YU72025ESG2024ESG32EcoVadis 2024802%ESGESGESG33261.61.6601.230807202412313520241,5751,9188011,041301341328202320242,7103,6597558258289236497167Q1 2024Q2 2024Q3 2024Q4 2024%+27.0%889925+32.0%+30.5%+26.1%1,090+22.5%+16.8%+48.8%IoTx AIoT1%(2)1IoT2+27.0%IoT1,04130.0%1,91821.8%168.515.7%ASP1,1385.2%2024361,6721,5751,9182022202320247988011,041202220232024283301341202220232024328202220232024IoT34113.3%24720.5%11030.0%32.2%328IoT3717.0%21.2%20.9%20222023