港股异动 | 汽车经销商跌幅居前 大摩认为国内厂商新车业务存下行风险

智通财经
Feb 26

智通财经APP获悉,汽车经销商跌幅居前,截至发稿,永达汽车(03669)跌3.75%,报1.54港元;和谐汽车(03836)跌3.06%,报0.95港元。

消息面上,大摩发布研报指出,中国内地汽车经销商佣金收入下滑,但盈利仍处于复苏轨道,下调永达汽车、美东汽车2025至2027年盈利预测,以反映“高息高佣”汽车金融产品整顿后,新车利润率低于预期的情况。大摩认为,尽管新车业务在2025年下半年进一步恶化,对2025年盈利构成下行风险,但预期中国汽车经销商盈利将在2025年触底,并于2026年反弹。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10