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郭明錤料小米(01810.HK)第四季手機出貨按年升14% 料首款小米汽車明年發售
阿思達克 10-13 14:20
天風國際分析師郭明錤預計,首款小米(01810.HK)汽車明年發售,出貨量預估5至6萬部,關鍵賣點爲自動駕駛、軟體生態、800V快充與動力配置,估計售價低於30萬元人民幣。若售價越接近甚至低於25萬元,則出貨量應該有上調空間。 手機業務方面,他預計,中國手機市場底部將過,預期將重拾成長。小米第四季出貨預估約4,000萬至4,500萬部,按年增長約14%,好過內地整體手機市場的單位數增長。預估小米明年手機出貨可達雙位數增長,第四季與明年利潤可望超越市場預期。
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