《大行》中金降途虎(09690.HK)目标价至20.12元 同店营运面临短期压力但中长期增长前景稳固

阿斯达克财经
Jan 28, 2025

中金发表研究报告指,由于汽车维修市场竞争加剧及线下消费疲弱,途虎-W(09690.HK) 去年的盈利复苏或会放缓。从中长期来看,基于集团在门店和供应链管理方面的竞争优势,该行预期集团将录得稳固盈利增长。中金表示,途虎于去年下半年的收入增长及毛利率可能较上半年疲弱,同店营运面临短期压力,惟集团的议价能力强劲、加上管理提升及销售结构改善,预料集团的毛利率将稳步改善。中金下调集团2024及25年的净利润...

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