小米-2026 年电动汽车出货目标设定为 55 万辆

04 Jan 2026 15:48:42 ET │ 10 pages Xiaomi (1810.HK) 2026 EV shipment target set at 550k CITI'S TAKE Chairman Mr. Jun LEI revealed 2026 EV delivery target of 550k units (up 34%+ YoY) during a New Year live broadcast on 3 January evening, which is below investor expectation of 600-700k or CitiE 700k. Our scenario analysis suggested 21% EV shipment cut could have Rmb5.4bn EV OP impact or 11% of our 2026 adj. NP impact. We see this target as conservative, as its capacity could likely support over 600k delivery ...