大行评级丨高盛：小米提升产能持续展现出卓越执行力 维持“买入”评级

Core Viewpoint - Goldman Sachs reports that the shortened delivery cycle for Xiaomi's SU7 Pro/Max indicates a consistent and robust execution in enhancing manufacturing capabilities, reinforcing their previous view that the tax subsidy announced on October 24 reflects Xiaomi's confidence in increasing production capacity [1] Group 1: Company Performance - Goldman Sachs maintains a "Buy" rating on Xiaomi with a 12-month target price of HKD 56.5 [1] - The report highlights Xiaomi's strong balance sheet and robust ecosystem integration capabilities as key factors for long-term competitiveness in the electric vehicle sector [1] Group 2: Industry Position - Xiaomi's scale and deep involvement in the electric vehicle supply chain provide cost advantages that enhance its attractiveness in the market [1] - The company is positioned to leverage its interconnected consumer devices to establish one of the largest consumer-grade smart ecosystems globally [1]