智通财经APP获悉,永达汽车(03669)涨超4%,截至发稿,涨4.17%,报2.25港元,成交额4640.14万港元。
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,为收入及利润增速提供有利条件。信达国际此前指,集团近年将发展重心,聚焦在有产品核心竞争力及较高知名度的独立新能源品牌,成功承接华为(AITO及鸿蒙智行)、小米及极氪(Zeekr)等品牌,当中于2021年已与华为智选合作,目前已开业合共7家 AITO(3家)及鸿蒙智行(4家) 网点。
另外,花旗近期研报指出,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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