【华泰证券：上调小米目标价至55.1港元 预计上季净利润按年增长32%】金十数据2月19日讯，华泰证券发表报告，预计小米集团(01810.HK)上季收入按年增长43%，毛利率按季提升0.3个百分点，净利润按年增长32%。其中包含手机，IoT和互联网业务在内的原有主业收入料按年增长21%，汽车业务实现165亿元收入，按季增长71%。该行调高对去年小米汽车出货量预测，同时上修IoT业务2024至2026年收入预测，由此上调小米2024至2026年non-gaap口径下净利润预测1.8%、0.2%及5.4%至254亿、387亿及502亿元。展望未来，该行预计在2025第三季发布的SUV有望推动集团收入保持快速增长，手机毛利率回升叠加汽车减亏，推动2025年Non-GAAP利润52%增长。该行上调小米目标价至55.1港元，包含对汽车业务每股14.9港元的估值，维持“买入”评级。
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