高盛看好小米汽车，提升其今年销量预期至35万辆_老虎社区_美港股上老虎

高盛看好小米汽车，提升其今年销量预期至35万辆

IT之家2025-01-16

IT之家 1 月 16 日消息，据 CNEVPOST 15 日的报道，高盛上调了小米电动汽车的销量预期，预计需求与产能前景更加乐观。分析师 Timothy Zhao 及团队发布的报告显示，已将小米 2025 年的电动车销量预期从 29 万辆上调至 35 万辆，较当前市场共识高出 21%。同时，2026 年销量预测也由 48 万辆上调至 65.5 万辆，增长幅度达到 48%。目前，团队为小米电动车...

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波波听说你们
·2025-01-20
今天跌了，果然是反手指No.1
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15:29","market":"us","language":"zh","title":"高盛看好小米汽车，提升其今年销量预期至35万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2503954254","media":"IT之家","summary":"IT之家 1 月 16 日消息，据 CNEVPOST 15 日的报道，高盛上调了小米电动汽车的销量预期，预计需求与产能前景更加乐观。分析师 Timothy Zhao 及团队发布的报告显示，已将小米 2025 年的电动车销量预期从 29 万辆上调至 35 万辆，较当前市场共识高出 21%。同时，2026 年销量预测也由 48 万辆上调至 65.5 万辆，增长幅度达到 48%。预计小米 2025 年在电动车及其他新业务上的研发投入将达 130 亿元人民币，比 2024 年增加 33 亿元人民币。","content":"<html><body><p>IT之家 1 月 16 日消息，据 CNEVPOST 15 日的报道，<a href=\"https://laohu8.com/S/GS\">高盛</a>上调了小米电动汽车的销量预期，预计<strong>需求与产能前景更加乐观</strong>。</p><p>分析师 Timothy Zhao 及团队发布的报告显示，已将小米 2025 年的电动车销量预期<strong>从 29 万辆上调至 35 万辆</strong>，较当前市场共识高出 21%。同时，2026 年销量预测也<strong>由 48 万辆上调至 65.5 万辆</strong>，增长幅度达到 48%。</p><p><img src=\"https://x0.ifengimg.com/res/2025/4ECC0888B3D9A4D762E0EFA269C8120802C4E407_size35_w640_h360.jpg\"/></p><p>目前，团队为小米电动车业务估值 2720 亿元人民币，基于这一估值，预计 12 个月后的市值销售收入比为 1.7 倍，高于<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/NIO\">蔚来</a>等企业的平均 1.0 倍市销比。</p><p>团队认为，小米的“英雄产品（hero product）”战略将<strong>推动长期增长和盈利</strong>，其产品线从 SU7 开始，并有望拓展至更大市场。</p><p>高盛还预计，小米智能电动车业务的非 IFRS（IT之家注：非国际财务报告准则）运营亏损将在 2024 年达到 68 亿元人民币后，逐步缩减至 2025 年的 40 亿元人民币以下，预计 <strong>2026 年将迎来盈亏平衡点</strong>。</p><p>预计小米 2025 年在电动车及其他新业务上的研发投入将达 130 亿元人民币，比 2024 年<strong>增</strong><strong>加 33 亿元人民币</strong>。</p><p>雷军曾在去年 12 月 31 日的围炉跨年直播活动中透露，小米汽车 2024 年交付超<strong> 13.5 万辆</strong>，<strong>2025 年交付目标 30 万</strong>。</p><p><img src=\"https://x0.ifengimg.com/res/2025/E6F82A89CDCA970930C6B9A7175139DCF7DC5BE2_size52_w640_h569.jpg\"/></p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛看好小米汽车，提升其今年销量预期至35万辆</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛看好小米汽车，提升其今年销量预期至35万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-16 15:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8gBv8JnjM61><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 16 日消息，据 CNEVPOST 15 日的报道，高盛上调了小米电动汽车的销量预期，预计需求与产能前景更加乐观。分析师 Timothy Zhao 及团队发布的报告显示，已将小米 2025 年的电动车销量预期从 29 万辆上调至 35 万辆，较当前市场共识高出 21%。同时，2026 年销量预测也由 48 万辆上调至 65.5 万辆，增长幅度达到 48%。目前，团队为小米电动车...</p>\n\n<a href=\"https://tech.ifeng.com/c/8gBv8JnjM61\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","BK1523":"武汉本地概念股","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 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SGD","BK1607":"新IT概念"},"source_url":"https://tech.ifeng.com/c/8gBv8JnjM61","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503954254","content_text":"IT之家 1 月 16 日消息，据 CNEVPOST 15 日的报道，高盛上调了小米电动汽车的销量预期，预计需求与产能前景更加乐观。分析师 Timothy Zhao 及团队发布的报告显示，已将小米 2025 年的电动车销量预期从 29 万辆上调至 35 万辆，较当前市场共识高出 21%。同时，2026 年销量预测也由 48 万辆上调至 65.5 万辆，增长幅度达到 48%。目前，团队为小米电动车业务估值 2720 亿元人民币，基于这一估值，预计 12 个月后的市值销售收入比为 1.7 倍，高于理想汽车、小鹏汽车和蔚来等企业的平均 1.0 倍市销比。团队认为，小米的“英雄产品（hero product）”战略将推动长期增长和盈利，其产品线从 SU7 开始，并有望拓展至更大市场。高盛还预计，小米智能电动车业务的非 IFRS（IT之家注：非国际财务报告准则）运营亏损将在 2024 年达到 68 亿元人民币后，逐步缩减至 2025 年的 40 亿元人民币以下，预计 2026 年将迎来盈亏平衡点。预计小米 2025 年在电动车及其他新业务上的研发投入将达 130 亿元人民币，比 2024 年增加 33 亿元人民币。雷军曾在去年 12 月 31 日的围炉跨年直播活动中透露，小米汽车 2024 年交付超 13.5 万辆，2025 年交付目标 30 万。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"XIACY":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}