花旗发表研究报告指,永达汽车(03669.HK) 管理层近日举行了电话会议,与投资者讨论华为鸿蒙智行经销商门店的表现及明年新能源汽车(NEV)业务展望,当中透露了预期今年底前将拥有7家华为鸿蒙智行门店。
该行预期,鸿蒙智行需要与更多经销商合作来扩大销售规模,预期至明年永达的华为鸿蒙智行门店将增加至约40至50家。因应华为相关业务占比增加,花旗将永达2024至2026年各年收入预测上调3%至28%,毛利率预测各上调至8.7%、9.2%及9.6%,目标价由1.92元提升至2.98元,评级“买入”。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-15 12:25。)
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