中升控股(00881)今日盘中大涨5.09%,引发市场关注。该股早盘涨幅一度超过5%,截至发稿时涨3.92%,报14.3港元,成交额达6584.38万港元。
消息面上,中升控股近期公布了全年财报。尽管公司2023年营业额为1681.24亿元人民币,同比下降6.2%,纯利为32.12亿元,同比下降36%,但公司在业绩低谷期通过提升派息率来增强股东信心。2021年至2023年,公司派息率均超过30%,2024年更进一步提升至46.7%,充分体现了管理层对股东回报的重视。
分析师对中升控股的前景持乐观态度。中金指出,华为赋能有望补充公司豪华品牌矩阵,进一步提升公司在新能源豪华车市场份额。花旗预计中升控股有多个增长动力,包括市场整合带来的销售收入在2025至27年间的年复合增长率为8至10%;AITO品牌新车销售毛利率在未来12个月内将稳定在4.5至7%之间,今年销售量预测约4万辆;此外,现有的德国品牌与豪华日本品牌新车销售毛利率可能已在去年触底,有望逐步改善。随着盈利逐步回升,预计将为股东带来更大的回报。
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