金吾财讯 | 永达汽车(03669)延续昨日升势，今日续涨4.23%，报1.97港元，成交额6389.06万港元。花旗发表研究报告指，永达汽车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港元上调至2.98港元，评级“买入”。另外，摩通认为永达汽车的基本面正在改善，且与华为的合作将为其带来新的增长动力，因此评级由“减持”上调至“中性”，目标价由1.1港元上调至1.9港元。同时，该行表示，永达汽车的股价在过去一周内上涨了12%，表现优于恒生指数，建议投资者关注其与华为合作的进展和市场表现。
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