智通财经APP获悉,永达汽车(03669)再跌超4%,截至发稿,跌3.64%,报2.12港元,成交额1738.8万港元。
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。
花旗发表研报指出,BMW宣布去年第四季向经销商提供特别回扣,但幅度略低于预期。该行料去年第四季BMW零售均价环比下跌,因此估计期内永达汽车的BMW新车销售毛利率(不包括交叉销售)按季跌6%,相对于第三季跌2%,去年上半年跌5%。保时捷方面,该行预计去年下半年的新车销售毛利率将低于上半年,当中上半年及第三季同为1.2%,但第四季则因销量推动而按季下跌。
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