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《大行報告》麥格理大幅上調小米-W(01810.HK)目標價至24.43元 納入精選買入名單
阿思達克 11-16 11:42
麥格理發表報告指出,隨著消費者行為的變化,內地電動車製造商已成為汽車產業的領導者,而小米-W(01810.HK)顛覆了手機、消費電子和家電產業,相信具潛力打入電動車領域。該行預期,小米汽車將傳統駕駛體驗轉變為豐富的智能(AI)體驗,價格或低於20萬元人民幣。憑藉公司現有的1萬家門市及核心業務的資金,預期公司能在內地激烈的競爭格局中爭奪一席。 該行認為,隨著新款及差異化智能手機的推出,將推動明年智能手機市場部分需求復甦。在產品毛利提高及節約成本下,估計小米今年核心業務(智能手機、物聯網及互聯網服務)的經營溢利按年反彈1.26倍,明年升30%。 該行下調小米智能手機和物聯網收入預測,但計及2024至2025年電動車銷量,由於智能手機和物聯網毛利率提高,該行將公司2023至2025年的非國際財務報告準則經調整淨利潤預測,分別提高68%、28%及48%。另認為小米估值吸引,將其納入精選買入名單,目標價大幅上調1.5倍至24.43元,評級「跑贏大市」。
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