港股异动丨汽车经销商股集体承压,美东汽车跌超5%刷新阶段新低

中金财经
Sep 15
  港股汽车经销商股集体弱势,其中,美东汽车跌超5%,中升控股跌近4%,二者均刷新阶段新低,和谐汽车跌近2%,永达汽车百得利控股跌超1%。   消息面上,中国汽车流通协会数据显示,8月汽车经销商库存预警指数为62.3%,同比上升5.3个百分点,环比上升1.2个百分点,连续位于50%荣枯线之上。厂家持续压库、终端客流下滑,经销商资金链持续紧绷,渠道运行风险明显上升。   9月已有超30家汽车品牌集中降价,特斯拉、零跑极氪小米及BBA等全品类参与。但新车销售价格倒挂严重,单车亏损持续加剧——经销商陷入“增量不增利、让利难换量”的困局。卖得越多,亏得越多,销售规模反而成了财务负担。          

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