《大行報告》瑞信引述小米(01810.HK)料今年全球智能手機付運預測較兩個月前轉趨樂觀
瑞信發表報告指,隨著中國重新開放,小米(01810.HK)對今年全球智能手機付運預測較兩個月前轉趨樂觀,預計2023年全球智能手機出貨量按年下跌5%至持平,而兩個月前預測為下跌5%至10%。該行對小米目標價為11.5元,評級「跑贏大市」。
庫存水平方面,瑞信指小米自去年中期開始減產以控制庫存。目前中國的庫存處於正常水平,印度將在今年第1季恢復正常,其他海外市場仍需1至2個季度才能改善。整體庫存水平料將在今年上半年見底。
另外,瑞信指,小米去年旗下汽車業務的支出不超過35億人民幣,公司預計今年的支出會更高,包括資本支出和銷售渠道建設,以及持續的研發投資。
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