智通财经APP获悉，永达汽车(03669)现涨超4%，截至发稿，涨4.26%，报1.96港元，成交额1173.42万港元。
花旗发布研究报告称，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。
摩根大通发研报指，永达汽车深化与华为的合作，特别是在鸿蒙智行(HIMA)方面的合作，将进一步扩大其新能源汽车（NEV）销售网络，预计到2025年，华为相关的NEV销售店将占其总经销商网络的30%。该行指，该战略举措将显著提升其新车销售业务，并提高毛利率。预计华为相关产品的新车销售毛利率将达到4-4.5%，远高于现有外国品牌的毛利率。此外，该行还预计，随着华为品牌下的平均维修和保养费用达到每年约4000元人民币，永达汽车的售后服务业务也将得到推动。
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