小米集团-W汽车毛利率表现持续强劲,看好公司长期价值成长

浦银国际证券
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重申小米的“买入”评级,维持目标价75.0港元,潜在升幅43%。重申小米的“买入”评级:小米的短期和长期的基本面都有成长空间。首先,从短期来看,小米的新能源车业务仍然处于供不应求的阶段。工厂产能释放以及Ultra版本的交付,将推动销量和毛利率的同步增长。其次,从长期来看,小米积极投入长期技术护城河,包括芯片、AI等领域。这为公司长周期的成长奠定基础。作为行业首推之一,当前小米市盈率为25.7x,...

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