永达汽车(03669)今日盘中再度大涨逾5%,引发市场广泛关注。汽车业永达汽车和华为在新能源车业务方面的合作关系,以及南向资金持续大幅增持,被解读为主要推动力。
根据消息,永达汽车近期与华为就鸿蒙智行经销商门店网络拓展进行了讨论,公司预计到今年年底前将拥有7家华为鸿蒙智行门店。2025年,这一数字预计可达到40至50家左右。
分析人士指出,华为鸿蒙智行新能源汽车销售预计将为永达汽车带来更高的4%至4.5%毛利率,远高于现有外国品牌汽车,而维修保养等售后服务业务也将获得推动。这为公司未来新能源车业务开辟了新的利润增长点。
与此同时,港股通资金亦表现出对永达汽车股票的强劲需求。截至上周五收盘,港股通累计增持永达汽车近5000万股,连续7个交易日保持净买入态势。来自内地资金青睐,也是推升永达汽车股价走强的重要支撑力量。
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