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國泰君安:料小米(1810.HK)今年將獲更多市場份額 籲收集
格隆匯 01-15 17:19

美國政府將9間中國企業列入涉嫌與中國軍方有關聯企業的黑名單,其中包括小米(1810.HK)。不過,小米今日午間發公吿指,集團確認並非中國軍方擁有、控制或關聯方,亦非美國NDAA法律下定義的中國軍方公司。

國泰君安證券發表報吿表示,有關事件短期內令小米股價波動,但不會對公司的基本面造成重大影響,因此維持其“收集”投資評級,目標價35.5港元。

報吿指,公司去年第三季度在中國的表現優於市場,主要由於主流產品佈局、品牌聲譽驅動力和線下渠道擴展方面的良好表現。小米在印度的生產能力已恢復到疫情前水平近85%,從而幫助其滿足印度市場的強勁需求。在歐洲,小米繼續從華為那邊獲取份額,並首次成為西歐的第三大品牌。

國泰君安又預計,到2021年,小米仍能獲得更多市場份額,此外,通過繼續實施雙品牌戰略,能夠在低端和中端智能手機市場保持強大的勢力,同時擴大在高端智能手機市場的份額,預計公司智能手機出貨量在2021年仍將快速增長。該行又認為,小米IoT和生活消費產品業務將穩步增長,隨着用户基數的擴大,料互聯網業務可穩步發展。

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