《大行報告》中信証券:小米-W(01810.HK)新車登陸工信部申報目錄 有望較其他新勢力更快實現年銷十萬輛目標
中信証券發表評級報告指,國家工信部公布兩款小米汽車的申報車型信息,引起市場關注。根據資料顯示,小米汽車為純電 C級轎車,兩款車型主要在電機功率、動力電池等維度存在差異。而根據晚點等科技媒體此前預計,小米首款汽車定位20萬至30萬元人民幣的轎跑車型,核心組件、軟件能力和性能均處於行業領先水平。
中信証券認為,供應鏈、軟件、用戶、生態、渠道等方面的優勢有助於小米-W(01810.HK)在智能汽車市場佔據一席之地,較其他造車新勢力而言有望更快實現年銷10萬輛且毛利轉正的目標,進而打開顯著增量估值空間。中信証券表示,持續看好小米智能汽車的成功推出和快速增長,為公司帶來新的增長曲線和估值提升,期待公司在手機、汽 車、智能家居完全打通後融會貫通的價值。
中信証券預料,對小米在2023年至2025年的各年實現營業收入分別為2,767億元人民幣、3,003億元人民幣及3,258億元人民幣,而非國際財務報告準則淨利潤則分別為167億元人民幣、171億元人民幣及191億元人民幣,並給予其目標價為18元,維持其評級為「買入」。(ca/w)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.