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匯證:小米(1810.HK)造電動車或令估值上升 維持買入評級
格隆匯 04-01 15:22

匯證發表研究報吿指,小米集團(1810.HK)早前發佈多款高端新產品,可見其正進行高端化策略,另外宣佈進入電動車市場或令公司股價明顯上升。該行維持買入評級,目標價維持27.8港元。

該行認為,小米智能電動車初始投資資金為100億美元,認為小米有足夠資本在未來幾年建立智能汽車業務,進入市場對比其他代工廠及新電動車廠商更有優勢,例如可與小米的智能手機及物聯網有協同效應,另外小米亦有生態系統優勢,料小米可從智能汽車市場獲得具規模的盈利及估值上升。

該行預測小米2020-22年純利複合年增長率為31%,對應31倍市盈率。

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