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 has raised the sales forecast for XIAOMI-W (01810) to 0.35 million and 0.58 million vehicles for the fiscal years 2025 to 2026.
According to the Zhichun Financial App, BOC International has released a research report stating that it reaffirms the "Buy" rating for XIAOMI-W (01810) and raises the target price from 36 Hong Kong dollars to 50 Hong Kong dollars. BOC International also anticipates that new measures such as the national electronic consumer subsidies announced by the National Development and Reform Commission, Xiaomi's self-built factories, overseas New Retail expansion, and artificial intelligence will boost the growth of its traditional core Business.
The bank stated that, given Xiaomi's strong prospects, it expects investor sentiment towards Xiaomi to remain positive this year. With robust demand dynamics for the "SU7", the upcoming launch of the "YU7 SUV" in the first half of this year, and the new production capacity being released mid-year, the bank has upgraded its sales forecasts for Xiaomi for the fiscal years 2025 and 2026 from 0.28 million and 0.45 million units to 0.35 million and 0.58 million units, respectively.
Additionally, BOC International has raised its adjusted net income forecasts for Xiaomi for the fiscal years 2024 to 2026 by 1%, 10%, and 14%, respectively, mainly considering the increase in electric vehicle sales and profit forecasts, as well as the new national consumer subsidies recently announced by the National Development and Reform Commission.
