CICC: Raises Xiaomi's target price to HKD 24.5, adjusts net profit forecast for this year and next year

智通財經
2024.08.26 06:48
里昂發表報告指出，小米第二季業績各業務表現均勝預期，期內總收入按年增長 32% 至 890 億元，高過該行預期 2%；經調整淨利潤增長 20% 至 62 億元，較該行預期高 20%。受全球出貨量增長和中國高端市場份額不斷增長的推動，小米的智能手機業務收入按年增長 27%。物聯網業務收入按年增長 20%，主要受惠於大型家電、平板電腦和穿戴式裝置的推動。電動車交付量達 2.7 萬輛，公司預期至 12 月將高達 12 萬輛。如剔除電動車業務，小米次季的核心盈利達 80 億元。該行預期，隨着電動車銷售，小米第三季收入預測按年增長 20%。該利將今明兩年小米的經調整淨利潤預測各上調 15% 及 12%，里昂將小米目標價由 23.5 港元上調至 24.5 港元，維持 “跑贏大市” 評級。
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