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年的净利润预测25.4%及37%，即分别为4.94亿和6.55亿元人民币，又料2026年的净利润为8.61亿元人民币。该行续予其“跑赢行业”评级，目标价降17.9%至20.12港元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-27 16:25。)
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