智通财经APP获悉，永达汽车(03669)尾盘涨超5%，截至发稿，涨5.45%，报2.32港元，成交额2269.35万港元。
消息面上，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%。中银国际指出，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。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。
银河证券指出，汽车服务市场2025年存在困境反转空间：一方面是4S及售后服务市场存在供给出清趋势，另一方面头部玩家持续寻找拥抱新能源车的结构性机会，目前中升控股、永达汽车已与华为系深度绑定，明年门店销售在汽车以旧换新政策持续实施背景下有望快速放量。
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.