金吾财讯 | 途虎(09690)股价走弱，截至发稿，跌14.7%，报14.62港元，成交额1.29亿港元。消息面上，摩根士丹利发研报指，内地汽车售后市场疲软。根据IAM数据，认为2024年下半年可能会是一个充满挑战的时期，虽然情况在年底时会有所改善，但途虎盈利可能按半年下降。持续扩充门市及削减采购成本将是今年途虎盈利增长的关键。目标价由24港元降至22港元。该行将途虎2024至2026年盈利预测下调3%至14%，以反映更多自主品牌销售导致的平均售价下降，以及价格折扣导致的毛利率下降。对于2024年下半年，该行预测途虎的收入将录得高个位数的按年增长，但毛利率将因利润率压力而按年下降。因此预期途虎在营运层面维持盈利，但由于增长放缓及利润率下降，2024年下半年的利润可能会按年及按半年下降。
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