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《大行》里昂指小米(01810.HK)電動車車價提高應提升毛利率 料成中國第二大電動車製造商
阿思達克 06-27 16:02
里昂報告指,小米(01810.HK)運動型乘用車YU7取得巨大成功。該車定位為高性能豪華SUV,擁有先進設計、技術、駕駛體驗和安全性。標準版價格25.35萬元人民幣,高於市場預期。早鳥購買者可獲5.5萬元人民幣的免費贈品,以及豐富的附加選項和配件。早鳥期優結束後,平均售價或達28萬至29萬元人民幣。 該行指,儘管價格較高,YU7訂單量在上市後首三分鐘達20萬輛,一小時內達28.9萬輛。小米電動車交付量很可能超過該行對其今明兩年分別40萬和60萬輛的預測。隨著價格提高,毛利率應持續上升。該行相信,小米藉其在人工智能和自動駕駛技術方面優勢,將成為中國第二大電動車製造商。 該行予小米目標價69元,評級「高度確信跑贏大市」。
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