大行評級丨高盛:料小米YU7可按計劃於6月至7月發佈 維持買入評級
高盛發表研究報告指,小米集團(1810.HK)電動汽車工廠二期準備投產,很可能可在下個月開始試產,由於小米SU7的訂單量近期已恢復到更正常水平,預計二期工廠投產將有效地提升小米在小米SU7和YU7系列的電動汽車生產力,目前認爲YU7仍能按計劃在6月至7月正式發佈,維持今明兩年YU7銷量預測爲約8.5萬輛及36萬輛不變。計及美國關稅帶來的宏觀不確定性對海外業務的影響,高盛將小米2025至2027年非電動汽車業務的經調整淨利潤預測下調4%至9%,目標價從63港元降至59港元,維持買入評級。
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