大行评级|瑞银:小米YU7预量大胜预期 关注产能扩张

格隆汇06-27

瑞银发表报告指,小米YU7预量大胜预期,产能扩张值得观察。根据该行本周调查,投资者预期在新车发售前24小时内会有20万至30万辆预订量(5000元订金,7天内可免费取消),意味着是2024年3月SU7时8.8万辆的2至3倍。而开售后3分钟即达到预期目标,并在一小时内达到28.9万辆。价格方面,小米YU7标准版售价为25.35万元,YU7 Pro售价27.99万元,Max版售价32.99万元,起售价比瑞银预期低6400元。 报告指,虽然小米YU7起售价格接近瑞银预期,但将未交付的SU7订单升级至YU7的选项让该行感到惊喜。估计目前SU7的积压订单超过10万张,而大多数SU7 Pro和SU7 Max的买家都有强烈的诱因升级至 YU7,因为相近的价格却有更好的效能。由于需求大幅超越预期,因此小米急需增加电动车产能。该行予小米“中性”评级,目标价62港元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment