《大行》大摩：小米(01810.HK)今年新能源车付运及毛利提升非电动车收入增长抵销毛利压力

阿斯达克财经04-24

摩根士丹利发表研究报告指，相信小米(01810.HK) 的投资者日将提振市场对其智能手机和电动车业务的信心。随着非电动车收入超过3,000亿元人民币，集团预计将透过强劲的收入增长来抵销毛利压力。

大摩提到，由于订单量较预期强劲，小米将2024年电动车付运量目标提高至10万辆。同时，由于高阶车型占电动车订单的43%以上，平均售价亦比预期好，公司预计2024年毛利率将达到5至10%，意味着强劲的付运或会利好盈利。另外，集团目标今年智能手机出货量升1,500万至2000万部，带动收入录得双位数增长。大摩维持小米“增持”评级，目标价20元。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-23 16:25。)

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《大行》大摩：小米(01810.HK)今年新能源车付运及毛利提升 非电动车收入增长抵销毛利压力

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《大行》大摩：小米(01810.HK)今年新能源车付运及毛利提升非电动车收入增长抵销毛利压力