智通财经APP获悉，永达汽车(03669)跌超5%，上一交易日曾收涨近10%。截至发稿，跌5.26%，报2.34港元，成交额2949.17万港元。
消息面上，瑞银发布研报称，维持永达汽车“沽售”评级，并将其2024至2026年每股盈利预测下调27%至38%，以反映新车利润压力超预期。报告引述永达汽车管理层称，去年新车销售量同比跌约8%，主要受宝马及保时捷拖累。去年下半年新车利润较上半年下跌，因受零售折扣扩大、新车销售及相关服务的毛利率较上半年基本持平影响。至于受店铺关闭影响，售后服务收入增长同比持平。期内公司二手车销售量同比跌20%，但毛利率维持在5%至6%水平。
此外，永达管理层透露，去年底公司拥有约30家独立新能源车品牌的店铺，其中约10家为华为支持的品牌，估计今年独立新能源车品牌的店铺数量将增加至约50家，而当中大部分新店为华为支持的品牌。随着店铺网络的扩展，永达预计华为支持的品牌销售量将由去年的8000辆，增至今年的2.5万辆。
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