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08-20

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大和：升小米集团-W(01810)目标价至76港元次季收入及经调整纯利大致符预期

智通财经APP获悉，大和发布研报称，小米集团-W(01810)第二季收入及经调整盈利大致符合市场预期。在SU7 Ultra等的较高平均售价及规模经济的带动下，小米第二季电动车毛利率达到26.4%，该行预期第三季电动车毛利率将进一步上升至28%。这将有可能使小米汽车业务在下半年实现单季或单月盈亏平衡。基于电动车毛利率预测获上调，上调小米2025至27年每股盈测2%至9%。重申“买入”评级，并将目标价由72港元上调至76港元。手机方面，由于发布的产品有限，该行对小米第三季的出货量转趋审慎，预期第三季的出货量为4,220万部，全年的出货量为1.72亿部，相对于小米全年1.7亿至1.75亿部的目标。

大和：升小米集团-W(01810)目标价至76港元次季收入及经调整纯利大致符预期

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