另外，中银国际将小米2024至2026财年经调整净利润预测，分别上调1%、10%及14%，主要考虑到电动汽车销量及利润预测增加，以及国家发改委最近宣布的新的国家消费补贴。Bank of China International raised the Xiaomi Group-W (01810) sales forecast for the 2025-2026 fiscal year to 0.35 million and 0.58 million vehicles.
The Zhitong Finance App learned that Bank of China International released a research report stating that it reaffirmed the Xiaomi Group-W (01810) “buy” rating, and that the target price was raised from HK$36 to HK$50. Bank of China International also anticipates that new measures announced by the National Development and Reform Commission, such as national electronics consumption subsidies, Xiaomi's self-built factory, new overseas retail expansion, and artificial intelligence, will boost the growth of its traditional core business.
The bank said that given Xiaomi's strong prospects, investors' positive sentiment towards Xiaomi is expected to continue until this year. With strong demand for the “SU7”, the “YU7 SUV” to be launched in the first half of this year, and the release of new production capacity in the middle of this year, the bank raised Xiaomi's sales forecast for the 2025 to 2026 fiscal year from 0.28 million and 0.45 million units to 0.35 million and 0.58 million units, respectively.
Additionally, BOCI raised Xiaomi's adjusted net profit forecast for the 2024-2026 fiscal year by 1%, 10%, and 14%, respectively, mainly taking into account the increase in electric vehicle sales and profit forecasts, as well as the new national consumption subsidies recently announced by the National Development and Reform Commission.
