“YU7概念股”出炉！小米YU7刚刚亮相，大摩就整理了受益者名单_老虎社区_美港股上老虎

“YU7概念股”出炉！小米YU7刚刚亮相，大摩就整理了受益者名单

华尔街见闻2025-05-24

小米第二款电动车即将发布，A股哪些供应链企业将最受益？据追风交易台消息，5月22日，摩根士丹利发布研报称，小米的第二款电动车——YU7 SUV将在2025年7月正式上市。大摩认为，汽车零部件供应商华阳集团将成为此次发布的最大受益者，此外，拓普集团、德赛西威和星宇股份也有望从中受益。一、最大赢家：华阳集团（002906.SZ）大摩指出，汽车零部件供应商华阳集团将成为此次发布的最大受益者。 ...

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SUV将在2025年7月正式上市。\n大摩认为，汽车零部件供应商华阳集团将成为此次发布的最大受益者，此外，拓普集团、德赛西威和星宇股份也有望从中受益。\n一、最大赢家：华阳集团（002906.SZ）\n大摩指出，汽车零部件供应商华阳集团将成为此次发布的最大受益者。\n...</p>\n\n<a 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As soon as Xiaomi YU7 was unveiled, Morgan Stanley compiled the list of beneficiaries","themeId":"6d962151c357521dd5173219f0e2a0ad","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"XIACY":0.6,"01810":1,"HXXD.SI":0.6},"content_text":"小米第二款电动车即将发布，A股哪些供应链企业将最受益？\n据追风交易台消息，5月22日，摩根士丹利发布研报称，小米的第二款电动车——YU7 SUV将在2025年7月正式上市。\n大摩认为，汽车零部件供应商华阳集团将成为此次发布的最大受益者，此外，拓普集团、德赛西威和星宇股份也有望从中受益。\n一、最大赢家：华阳集团（002906.SZ）\n大摩指出，汽车零部件供应商华阳集团将成为此次发布的最大受益者。\n因为小米YU7将搭载名为“HyperVision”的全景抬头显示（P-HUD）（见下图），供应商正是华阳集团。\n在小米第一款车SU7中，HUD模块并非由华阳供应，这次首次切入，具有标志性意义。\n大摩估计，该项目将为华阳集团带来年化10%-15%的营收增长。\n\n2025年1月，宝马在2025年消费电子展（CES）上，展示了将于2025年底开始采用的全景视野（Panoramic Vision）抬头显示系统，尽管该系统并非由华阳集团供应。大摩预计，如果其他汽车制造商效仿小米和宝马在新车型上采用P-HUD，华阳集团将有更大的上升空间。\n二、其他关键受益者\n大摩称，除华阳集团外，还有几家企业将从小米YU7发布中获益：\n1）拓普集团（601689.SS）\n拓普集团为SU7和YU7两款车型供应空气悬挂系统，每辆车贡献价值约人民币6000~8000元。\n2）德赛西威（002920.SZ）\n由于YU7采用英伟达Thor芯片进行自动驾驶，大摩认为德赛西威很有可能成为YU7自动驾驶域控制器的供应商。\n3）星宇股份（601799.SS）\n虽未为小米YU7供货，但有很大几率获得小米未来车型的订单。\n大摩指出，只要若YU7上市表现超预期、中国线下渠道铺得快、海外市场份额持续提升，小米股价就还有“向上惊喜”的可能。\n虽然机会不少，但摩根士丹利也提示风险，包括2025年电动车市场将继续激烈竞争；小米智能手机若销量不及预期，公司可能会降价清库存，盈利空间可能被压缩；若市场对智能电动车投入过高的担忧加剧，也可能拖累市场信心。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}