高盛:小米集团-电动汽车工厂二期已准备好投产,小米的生产进度按计划推进;中国市YU7场强劲的销售势头将部分抵消海外市场的不确定性;给予 “买入” 评级。
17 April 2025 | 6:40AM HKT Xiaomi Corp. (1810.HK) Buy EV factory Phase II ready for production and YU7 timeline on track; Strong China sales momentum to partially offset overseas uncertainty; Buy On Apr 15, Phase II of the Xiaomi EV factory in Beijing received the acceptance note from Beijing Municipal Commission of Planning and Natural Resources after 9 months' construction (Exhibit 1), which in our view implies that the Phase II factory will likely commence trial production within the next month. We belie ...