智通财经APP获悉，汽车经销商延续跌势，截至发稿，永达汽车(03669)跌11.48%，报2.39港元；正通汽车(01728)跌8%，报0.069港元；中升控股(00881)跌3.6%，报12.84港元；美东汽车(01268)跌2.84%，报2.05港元。
消息面上，据报道，国内多家保时捷线下门店突然关闭，涉及鄂尔多斯、义乌、唐山、郑州等地。这一举措是保时捷中国总裁及首席执行官潘励驰上任后的首个重要调整措施。潘励驰表示，保时捷中国的计划是到2026年12月31日之前，将经销商规模缩减至100家左右，相当于现有渠道的三分之一.
银河证券指出，当前新能源汽车国产化+高端化趋势已成型，以问界为代表的华为系汽车销售放量，为国内汽车经销行业转型带来机遇。我们认为当前汽车经销板块仍具备较大预期差，核心逻辑在于商业模式从传统油车经销转向电车分销后，经销商的三张报表将有显著改善，目前国内汽车经销龙头中升控股、永达汽车仍处历史估值底部区间，伴随2025年AITO、鸿蒙智行门店投运放量，业绩有望实现反转。
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.