研報掘金丨信達證券:賽輪輪胎攜手小米SU7ULTRA,維持“買入”評級
信達證券研報指出,昨日,小米公司召開了小米SU7 Ultra的新品發佈會,同時,賽輪輪胎(601058.SH)與小米汽車合作開發的賽道高性能輪胎“Podium TrackPT01”在米家商城正式上線。認爲賽輪輪胎此次與小米SU7 Ultra合作推出賽道專用胎,標誌着其技術能力正式進入高端性能車領域的核心賽道,此次合作既是對賽輪輪胎技術實力的直接認可,也爲其在高端市場樹立了“性能標杆”的品牌形象。另一方面,長期來看,切入小米SU7 Ultra的賽道生態有望爲賽輪打開高端車型的增量市場,並提升整體品牌力,以“硬實力+強品牌”的雙輪驅動,爲長期增長注入新動能。維持“買入”評級。
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