智通财经APP获悉,永达汽车(03669)涨超6%,截至发稿,涨6.64%,报2.73港元,成交额2015.76万港元。
消息面上,永达集团此前表示,预计到2024年底/2025年一季度,旗下华为门店将增加至15家/30家,为明年收入及利润增速提供有利条件。摩通大根此前指出,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%。该行认为永达汽车的基本面正在改善,且与华为的合作将为其带来新的增长动力,建议投资者关注其与华为合作的进展和市场表现。
另外,信达国际此前指出,商务部早前表示,在继续落实好已出台补贴政策及系列配套支持政策的基础上,将提前谋划2025年汽车以旧换新接续政策,稳定市场预期,并持续完善汽车相关政策,促进二手车放心、便利交易,后续相关政策细节落地,为股价催化剂; 集团旗下重点独立新能源品牌12月销售/ 交付量数据预期续表现理想,加上小米最快或于明年初发布新车款,均为股价潜在催化剂。
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