摩根大通研发布研究报告称,预期永达汽车(03669)与华为相关产品的新车销售毛利率将达4%至4.5%,上调公司2025年至2026年的盈利预测18%至20%,以反映基本面改善,将评级“减持”上调至“中性”,目标价由1.1港元升至1.9港元。
报告中称,永达汽车管理层解释新能源电动车的措施,特别是与华为的鸿蒙智行(HIMA)加深合作以及明年进一步为华为相关的产品扩张新能源电动车的分销网络。该行欢迎公司与华为之间的合作,相信可有助提升永达的新车销售、售后业务,以及新车销售毛利。
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