永达汽车(03669)今日盘中股价大跌6.88%,引发市场广泛关注。股价下跌的主要原因是瑞银发布研究报告,将公司评级下调至"沽售"水平。
报告指出,瑞银将2024至2026年永达汽车每股盈利预测下调27%至38%,原因是新车利润压力超出预期。报告援引公司管理层表示,去年新车销量同比下降约8%,主要受宝马及保时捷品牌拖累。而且在去年下半年,新车利润也较上半年有所下跌,原因是零售折扣扩大、新车销售及相关服务的毛利率基本持平。
另一方面,受店铺关闭影响,永达汽车的售后服务收入增长同比持平。此外,公司二手车销量也同比下降20%,但毛利率仍维持在5%至6%的水平。展望未来,永达将加大投入在华为支持的新能源汽车品牌上,预计今年该领域店铺数量将增加至约50家,销量也将由去年8000辆增至2.5万辆。
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