《大行》美银降北汽(01958.HK)目标价至1.8元 重申“跑输大市”评级

阿斯达克财经
May 07, 2025

美银研究报告指,根据北京汽车(01958.HK) 今年首季业绩推算,估算期内持股51%的北京奔驰纯利按年跌17%,销量跌9%,主要由于激烈竞争下加大折扣。该行将集团2025至27年各年毛利率预测分别下调0.3、0.3及0.5个百分点,以反映北京奔驰及北汽旗下自家品牌扩大折扣,并将期内各年盈利预测分别上调14%、上调8%及下调9%。以预测今年市账率下调至0.22倍计,该行对其目标价由2元降至1.8元...

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