小米-2025 年投资者日要点
2025-06-09 01:42
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Xiaomi (1810) Neutral 2025 Investor Day Takeaways Price: HK$53.20 Xiaomi held its Investor Day yesterday (3 June). Key highlights were: (1) Largely in-line financial targets with 40+% adjusted net profit and 30+% revenue growth in 2025, (2) EV delivery targets at 350K with likely breakeven in EV business in 2H25, (3) No pricing details on YU7, but YU7 pre-orders and customer expressions of interests are running at 3x of SU7, (4) Continued push for premiumization across all pr ...