【券商聚焦】民生证券维持小米集团-W(01810)“推荐”评级指SU7 Ultra提前完成此先全年1万台的销售目标

金吾财讯

Mar 03, 2025

金吾财讯 | 民生证券发研报指，2025年2月27日，小米集团-W(01810)召开小米15 Ultra暨小米SU7 Ultra新品发布会，推出了涵盖手机、电脑、智能家居、汽车多个领域的新品。小米汽车端到端全场景智能驾驶已在2月25日开始全量推送，小米SU7 Ultra出厂即搭载Xiaomi HAD端到端全场景智能驾驶。该行表示，小米SU7上市9个月时间销售锁单24.8万辆，交付13.5万辆。本次发布的小米SU7 Ultra，定价52.99万元，较此先透露的81.49万元有大幅下降，但纽北限量版维持在81.49万元的价格。小米SU7 Ultra的初衷，就是打造属于这个时代的新豪车。小米SU7 Ultra开售2小时大定突破1万辆，提前完成此先公司2025年全年1万台的销售目标。该行看好公司作为知名消费电子品牌积累的用户和供应链资源优势，随着智能手机高端化战略推进、AIOT产品矩阵的不断丰富以及汽车业务的发展，公司有望打开长期成长空间，该行预计公司24-26年分别实现营收3662.62/5027.53/6208.62亿元，归母净利润218.21/294.93/394.36亿元，对应PE分别为54/40/30倍，维持“推荐”评级。

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