金吾财讯 | 摩根大通发研报指，永达汽车(03669)深化与华为的合作，特别是在鸿蒙智行(HIMA)方面的合作，将进一步扩大其新能源汽车（NEV）销售网络，预计到2025年，华为相关的NEV销售店将占其总经销商网络的30%。该行指，该战略举措将显著提升其新车销售业务，并提高毛利率。预计华为相关产品的新车销售毛利率将达到4-4.5%，远高于现有外国品牌的毛利率。此外，该行还预计，随着华为品牌下的平均维修和保养费用达到每年约4000元人民币，永达汽车的售后服务业务也将得到推动。该行认为永达汽车的基本面正在改善，且与华为的合作将为其带来新的增长动力，因此评级由“减持”上调至“中性”，目标价由1.1港元上调至1.9港元。同时，该行表示，永达汽车的股价在过去一周内上涨了12%，表现优于恒生指数，建议投资者关注其与华为合作的进展和市场表现。
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