港股异动 | 汽车经销商集体熄火 行业经营压力持续增加 经销商亟待转型破局

智通财经
12 Nov 2024

智通财经APP获悉,此前连续两个交易日大涨的汽车经销商今日集体熄火,截至发稿,中升控股(00881)跌10.45%,报16.96港元;美东汽车(01268)跌10.34%,报2.6港元;正通汽车(01728)跌5.84%,报0.129港元;永达汽车(03669)跌4.19%,报1.83港元。

消息面上,中国汽车流通协会近日完成换届选举,肖政三担任会长一职。在流通协会年会上,肖政三指出,今年上半年,国内超半数汽车经销商面临亏损,经营压力持续增加。据有关统计,今年上半年经销商亏损比例达到50.8%,盈利的比例35.4%,亏损相比上年同期有明显扩大,平均单店毛利总额较2023年有较大幅度缩减。其中,经受价格战压力的经销商面临新车销售严重亏损的局面,新车利润贡献为-26.5%。

值得一提的是,加码新能源汽车领域成为当前诸多经销商破局方式之一。中升控股日前宣布,公司与赛力斯签订了初步协商协议,同意就合作分销其旗下的新能源汽车进行进一步磋商。另据中国汽车流通协会数据,2023年,百强经销商共开设555家门店,其中新能源品牌占据六成,合作对象以比亚迪、广汽埃安等自主新能源品牌为主。

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