港股异动 | 永达汽车(03669)跌近4% 花旗指其去年下半年新车销售毛利率逊预期

智通财经
10 Jan

智通财经APP获悉,永达汽车(03669)跌近4%,截至发稿,跌3.95%,报2.19港元,成交额2636.8万港元。

消息面上,花旗发布研报称,将永达汽车目标价由2.98港元下调至2.82港元,评级“买入”。鉴于永达汽车去年下半年的新车销售毛利率逊预期,加上二手车销售疲弱,该行对其2024至2026年的净利润预测下调至2.05亿、6.45亿及8.18亿元人民币,毛利率预测亦由8.7%、9.2%及9.6%,下调至8.5%、9.1%及9.5%。

该行预期永达汽车去年第四季的新车销售按季增长30%。另估计去年下半年的售后服务服务毛利率将与上半年相似。该行料公司去年整体二手车销量同比下跌20%,主要受新车零售价格压力影响。由于去年12月的销售超出预期,故该行预测今年1月的订单疲弱,1月的新车销售将同比有所下跌。

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