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《大行》建銀國際升小米(01810.HK)目標價至69元 次季業績符合預期
阿思達克 08-22 10:47
建銀國際研究報告指,小米(01810.HK)次季收入按年增長30%至1,160億元人民幣,符合預期,主要由物聯網產品與電動車業務增長推動。該行上調2025、26及27年盈利預測,目標價由67港元上調至69港元,維持「跑贏大市」評級。 期內,物聯網銷售額按年增長45%,主要受家電、平板電腦及穿戴裝置的持續強勁表現推動。該行料集團年內將持續提高市場份額,料2025及26年物聯網業務分別增長32%及26%。 電動車方面,次季交付量達8.13萬輛,按季升7%;平均售價按季升6%至25.4萬元人民幣,帶動電動車業務收入達206億元人民幣。該行預測2025及26年電動車交付量分別達40萬及47萬輛,管理層亦計劃2027年擴展歐洲市場。
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