智通财经APP获悉，瑞银发布研报称，虽然小米集团-W(01810)YU7起售价格接近瑞银预期，但将未交付的SU7订单升级至YU7的选项让该行感到惊喜。估计目前SU7的积压订单超过10万张，而大多数SU7 Pro和SU7 Max的买家都有强烈的诱因升级至YU7，因为相近的价格却有更好的效能。由于需求大幅超越预期，因此小米急需增加电动车产能。该行予小米“中性”评级，目标价62港元。
报告指，小米YU7预售量大胜预期，产能扩张值得观察。根据该行本周调查，投资者预期在新车发售前24小时内会有20万至30万辆预订量(5,000元订金人民币，7天内可免费取消)，意味着是2024年3月SU7时8.8万辆的2至3倍。而开售后3分钟即达到预期目标，并在一小时内达到28.9万辆。
价格方面，小米YU7标准版售价为25.35万元人民币，YU7 Pro售价27.99万元人民币，Max版售价32.99万元人民币，起售价比瑞银预期低6,400元人民币。
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