《大行报告》中金:小米(01810.HK)进军电动车属其战略关键 进入未来十年新时代开端
就小米集团(01810.HK)正式批准智能电动车业务立项,首期投资为100亿元人民币,预计未来十年投资额100亿美元,中金报告认为,重申小米「跑赢行业」评级及目标价34元,指其拓展电动车业务,是该公司所提出「5G X Alot」(人工智能与物联网)战略的关键部份,相信此亦代表了小米进入未来十年的新时代的开端。
该行指,小米截至去年底手头现金达1,080亿元人民币,员工达3万人,具强劲研发团队,相信公司已有充足资源以进军电动车业务。但无论如何,电动车业务需要大量资本及先进技术,该行料小米仍需要较长时间以推进相关业务。
中金认为,小米短期估值或有上调空间,将关注投资者愿意给予其电动车业务的估值水平,而小米已定下未来十年「AI+IoT」战略,相信电动车会成其中关键,对小米未来十年影响重大。
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