汽车销售服务商中升控股(00881)今日盘中股价大跌5.88%,引发市场广泛关注。
公司近期与赛力斯达成合作,将在授权分销模式下营运华为AITO问界专门店。但瑞银发布报告称,在相关战略公布后股价曾累升40%,市场对AITO门店给予过高估值。该行认为,即使计入AITO门店贡献,不预期中升盈利会显著反弹。
瑞银分析指出,德国三大高端车企奥迪、宝马及奔驰的零售折扣于上月升至历史高位,传统高端品牌在中国吸引力下降;同时新能源车的崛起亦将长期影响中国汽车售后市场。因此该行料中升售后服务收入未来增幅仅为单位数。
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