智通财经APP获悉，招银国际发布研究报告称，重申途虎-W(09690)“买入”评级，考虑到近投资情绪的改善，目标价由23港元升至26港元。考虑到近期消费回暖，招银国际上调途虎今年和明年的收入预测1至2%，达到149亿元和171亿元人民币，毛利率分别改善至26%和26.8%，上调经调整净利润3%至5%至约7.9亿元和11.5亿元人民币。
该行认为，途虎作为行业龙头的独立汽车服务商有望在中国车龄增长、消费偏好理性化的趋势中获益，且科技赋能汽车服务。同时认为途虎的门店网络扩张足以抵消潜在的单店增长压力，而自有自控产品占比的提升对公司的利润和利润率均有正面帮助。途虎是很好的防御性标的，将其作为本次2025年度策略中汽车服务板块的首选标的。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.