港股异动 | 汽车经销商午后跌幅扩大 行业出现大面积亏损 瑞银指市场对中升AITO门店估值过高

智通财经
26 Nov 2024

智通财经APP获悉,汽车经销商午后跌幅扩大,截至发稿,美东汽车(01268)跌6.11%,报2.15港元;中升控股(00881)跌3.74%,报15.96港元;永达汽车(03669)跌1.55%,报1.9港元。

消息面上,中国汽车流通协会副会长王都在11月21日举行的2024汽车金融产业峰会上表示,随着新能源汽车的高速发展,叠加价格战的持续影响,当下传统主机厂和经销商遇到了前所未有的困境,市场风险在抬头,竞争日益加剧,经销商已经出现全行业的大面积亏损。

此外,瑞银发布研报告称,中升与赛力斯签署战略合作协议,目标在授权分销模式下营运华为AITO问界专门店,目标在明年1月开始营运。中升控股在有关战略公布后股价累升约40%或增加120亿元市值,相信市场对AITO门店给予过高估值。该行指出,即使计入AITO门店的贡献,不预期中升盈利显著反弹。

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