智通财经APP获悉，中银国际发布研究报告称，维持永达汽车(03669)“买入”评级，鉴于部分高端品牌在今年下半年需求持续疲软，将今年净利预测下调至2.11亿元人民币，目标价上调至2.2港元。另考虑到盈利能力更强的鸿蒙智行高端新能源汽车业务的利润带动，将其2025至26年净利预测分别上调至3.29亿及4.88亿元人民币。
永达汽车为加快新能源汽车业务转型，公司计划在今年底将新能源汽车门市数量扩大到40间，即占总销售网点约20%，并在明年将占比进一步提高到30至35%，其中大部分门市将由利润较低或竞争力较弱的传统品牌门市进行调整切换。该行相信新能源汽车业务的快速扩张将有助集团恢复盈利能力和改善股东回报。
该行表示，与燃油车业务更分散的品牌组合相比，永达汽车在新能源汽车业务的品牌选择上更加聚焦。鸿蒙智行旗下品牌是集团重点发展的新能源汽车品牌，并计划在今年底开设不少于15间鸿蒙智行经销店，并在明年第一季增加到不少于30间。除了与鸿蒙智行合作，极氪也是集团积极拓展的重要新能源汽车品牌。
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