汽车经销商中升控股(00881)今日盘中大跌5.11%,引发市场广泛关注。分析人士指出,中升控股股价下跌的主要原因包括以下几个方面:
一、南向资金大量减持。据最新公开消息,1月7日南向资金连续第4天减持中升控股,当日减持235.6万股。大量资金外流或导致中升控股的股价承压。
二、电动汽车销量季节性低迷。业内预测显示,随着春节临近和工作日减少,1月份国内乘用车终端销量将出现明显下滘,相应的电动汽车需求和售价也可能受到不利影响。作为领先的电动汽车经销商,中升控股明年一季度的业绩或遭受一定打击。
三、保时捷缩减经销渠道。保时捷中国近期计划到2026年底将经销商规模缩减至100家左右,约为当前三分之一。这一举措短期内可能会冲击包括中升控股在内的众多保时捷经销商,打压其业务展望和盈利能力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.