2024 年业绩低于我们预期公司公布2024 年业绩:收入同比+20%至115.8 亿元,归母净利润同比-7%至9.0 亿元,略低于我们及市场预期,主要系国内市场经营压力较大。1)高空车管理规模持续增长,但价格、出租率承压:2024 年公司高空车管理规模自23 年底17.8 万台提升至21.6 万台(同比+21%;其中自有规模从23 年底的12.1 万台增加至14 万台,转租规模从5.7 万台增加...
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