M Stanley Anticipates Significant Price Increases for Xiaomi Smartphones in Recent Years to Alleviate Memory Cost Pressures
Written by Emily J. Thompson, Senior Investment Analyst
Source: aastocks
Updated: 2 hour ago0mins
Cost Pressure Management: Companies with better product structures and higher average selling prices can more effectively pass on memory cost pressures, according to Morgan Stanley's research.
XIAOMI-W Performance: XIAOMI-W has shown the most significant growth in average selling prices among Android brands in China, surpassing competitors like Oppo, Vivo, and Honor in Q3 2025.
Future Outlook: Morgan Stanley believes XIAOMI-W's strategy to focus on high-end smartphones will enhance its ability to manage costs in the coming year.
Investment Rating: Morgan Stanley has set a target price of HKD62 for XIAOMI-W and assigned it an Overweight rating.
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Analyst Views on 01810
Wall Street analysts forecast 01810 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01810 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
0 Buy
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0 Sell
Current: 41.980
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Current: 41.980
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High
Citi
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Buy
maintain
$50
2025-12-01
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Reason
Citi
Price Target
$50
2025-12-01
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maintain
NULL
to
Buy
Reason
Citi gave XIAOMI-W a Buy rating based on the company's strong delivery performance, with over 40,000 electric vehicles delivered in November and an estimated cumulative total of over 355,000 units for the year, which is 89% of its annual target of 400,000 vehicles. The current delivery rate of over 10,000 vehicles per week suggests that XIAOMI-W is on track to meet its target, supporting the positive outlook reflected in the target price of HKD50.
Morgan Stanley
Morgan Stanley
maintain
$62
2025-12-01
New
Reason
Morgan Stanley
Morgan Stanley
Price Target
$62
2025-12-01
New
maintain
Reason
The analyst rating for XIAOMI-W (01810.HK) from Morgan Stanley is based on historical data showing that the company has successfully expanded its smartphone gross margins during previous periods of rising DRAM prices (2016-17, 2019-21, and 2022-23). This success is attributed to XIAOMI's effective cost transfer mechanism and its ability to implement product price hikes in response to significant cost increases. The report suggests that if memory costs enter a prolonged super cycle, smartphone gross margins may face downward pressure, but there is potential for recovery in corporate profit margins if the cycle reverses. Consequently, Morgan Stanley has given XIAOMI-W an Overweight rating with a target price of HKD62.
Citi
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Buy
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$50
2025-11-25
Reason
Citi
Price Target
$50
2025-11-25
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NULL
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Buy
Reason
The analyst rating for Xiaomi was given as a "Buy" with a target price of HKD50 due to the positive news of Lei Jun, the founder, increasing his shareholding in the company. His purchase of 2.6 million Class B ordinary shares, which raised his stake to 23.26%, was viewed favorably by the broker, indicating confidence in the company's future performance.
Goldman Sachs
Goldman Sachs
maintain
$53.5
2025-11-24
Reason
Goldman Sachs
Goldman Sachs
Price Target
$53.5
2025-11-24
maintain
Reason
The analyst rating from Goldman Sachs for XIAOMI-W (01810.HK) is a "Buy" with a target price of HKD53.5. The reasoning behind this rating includes the company's recent advancements in AI technology, particularly the full open-source release of its MiMo-Embodied model, which integrates autonomous driving and embodied intelligence. Additionally, XIAOMI-W's investment of over RMB7 billion in AI R&D by 2025 is expected to lead to further technological achievements and progress in applying AI within its ecosystem. This is anticipated to drive differentiated development in the "Human x Car x Home" ecosystem, contributing positively to the company's growth prospects.
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About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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