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　　高盛发布研究报告称，维持途虎-W（09690）“买入”评级，目标价由22.5港元升8.8%至24.5港元。该行预计，途虎作为中国最大的线上线下综合汽车服务平台，将享有持续的经营杠杆和效率提升，从而降低营运支出比率，再加上毛利率的改善，应会带来多年的营运利润扩张，料2023-2026年净利复合年增长率35%。

　　高盛认为，途虎是中国最大的独立汽车售后市场（IAM）供应商，凭借其更低、更透明的定价及创收能力，途虎成为现环境下的净受益者。途虎今年上半年车厂扩张速度缓慢，但高盛认为有望在下半年加快产能扩张，料至今年年底达6800-6900家车厂。展望今年下半年，该行预计途虎收入同比增9%至77亿元人民币，经调整净利润年增41%至3.78亿元人民币，意味经调整净利率4.9%。

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