智通财经APP获悉，汽车经销商延续反弹，截至发稿，永达汽车(03669)涨5.86%，报2.53港元；中升控股(00881)涨4.11%，报12.66港元；美东汽车(01268)涨2.35%，报2.18港元；和谐汽车(03836)涨1.92%，报0.53港元。
消息面上，1月10日，中国汽车流通协会发布2024年12月份“汽车经销商库存”调查结果：12月份汽车经销商综合库存系数为1.14，环比上涨2.7%，同比下降5.0%，库存水平处于警戒线以下，处在合理区间。招商证券指出，车市年末销量冲高，12月经销商库存预警指数降至50.2%，为年内最低值，汽车流通行业景气度持续改善。
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。
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