《大行》麥格理:小米(01810.HK)YU7定價吸引 強勁預售數據料成股價動力
麥格理發表研究報告指,小米(01810.HK)正式發布首款SUV汽車YU7。預售情況大幅超出預期,於發售首一小時內已達到28.9萬輛,對比SU7首24小時訂單量為8.8萬輛。另外,YU7的定價符合該行預期。
該行認為,在中國的純電動車(BEV)SUV領域,由於缺乏競爭產品,因此對YU7來說是一個相對容易獲得份額的市場。另外,小米正在小量生產首批YU7 Max車型,預計應可在未來1至5周內出貨,而大部分預訂車型將於8月開始出貨。
該行維持小米的「跑贏大市」評級,目標價69.32元,預期YU7具吸引力的價格和強勁的預售數據將成為該股的推動力。
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