《大行》瑞銀:小米(01810.HK)YU7預售量大勝預期 關注產能擴張
瑞銀髮表報告指,小米(01810.HK)YU7預售量大勝預期,產能擴張值得觀察。根據該行本週調查,投資者預期在新車發售前24小時內會有20萬至30萬輛預訂量(5,000元訂金人民幣,7天內可免費取消),意味着是2024年3月SU7時8.8萬輛的2至3倍。而開售後3分鐘即達到預期目標,並在一小時內達到28.9萬輛。
價格方面,小米YU7標準版售價爲25.35萬元人民幣,YU7 Pro售價27.99萬元人民幣,Max版售價32.99萬元人民幣,起售價比瑞銀預期低6,400元人民幣。
報告指,雖然小米YU7起售價格接近瑞銀預期,但將未交付的SU7訂單升級至YU7的選項讓該行感到驚喜。估計目前SU7的積壓訂單超過10萬張,而大多數SU7 Pro和SU7 Max的買家都有強烈的誘因升級至 YU7,因爲相近的價格卻有更好的效能。由於需求大幅超越預期,因此小米急需增加電動車產能。該行予小米「中性」評級,目標價62元。
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