【汇丰研究升小米目标价至73.5港元 料首季净利润升1.39倍】金十数据5月9日讯，汇丰研究发表报告，预期小米(01810.HK)今年首季表现将超出预期，料净利润按年升1.39倍至100亿元人民币，主要由物联网收入按年升50%、电动车销售强劲，以及各业务利润率改善所带动。该行料物联网及电动车毛利率由2024年第四季的20.5%及20.4%，分别上升至今年首季的23%及21.4%，主要因定价能力较高以及产品组合优化。该行将小米目标价由70.4港元上调至73.5港元，维持买入评级；并将2025至27年的净利润预测分别上调7%、4%及4%。预期电动车SU75月的订单将会正常化，超过3万辆，相较3月的高峰为8万辆，并认为6月即将推出的YU7将会推动今年第三季的电动车销售。
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