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大和:上調小米(1810.HK)全年出貨量預測 重申對公司持有評級
格隆匯 08-04 12:38

大和發表研究報吿指,小米(1810.HK)靠強勁的出貨量,躍升成全球第二大智能手機制造商,預測今年第二季收入將按年增長59%至849億元人民幣。該行重申小米持有評級以及28港元的目標價。

大和引述IDC和Canalys的報吿,小米第二季手機出貨量按年增長88%至5200萬至5300萬部,全球市佔率提升至破紀錄的17%。但考慮到晶片短缺和極端天氣的影響,該行預計小米第三季出貨量將受壓並降至4600萬台,第四季則回升至5200萬台,將小米全年的出貨量預測從1.98億部輕微調升至2億部。

該行預料,小米次季度手機收入將按年增長80%,手機毛利料較第一季的12.9%下降2至3個百分點。此外,小米的互聯網服務收入將逐步地重拾去年的增長勢頭,預計第二季相關收入將增長16%。

報吿強調,將繼續維持小米持有評級,直到其手機及互聯網服務在市場佔有率錄得顯著提升。

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