中金发表报告预计小米集团第二季度收入将达1179.7亿元按年增长32.71%经调整净利润101.8亿元按年增长64.84%(包含电动车及创新业务3.6亿元亏损)。盈利预测基本保持不变当前股价对应2025及2026年经调整净利润市盈率分别为26.5倍和19.3倍。考虑到行业估值中枢下移该行将小米目标价下调9%至70港元对应2025及2026年市盈率分别为34.4倍和25.1倍潜在上行空间29.6%维持“跑赢行业”评级。
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