途虎-W2H24前瞻:同店经营数据短期承压 中长期稳健增长趋势不变

中金公司
26 Jan

公司近况受养车市场竞争加剧影响,叠加线下消费疲软,我们预计公司2024 年盈利修复节奏放缓。中长期来看,我们认为公司作为汽车后市场独立第三方龙头企业,其竞争优势集中在门店管控、供应链管理诸多方面,有望实现业绩稳健增长。评论线下消费疲软影响同店表现,低价竞争加剧拖累2H24 盈利能力。2024 年养车业务线下消费市场整体表现疲软,特别是二、三季度,消费者消费意愿下降,线下到店流量不及预期,公司及时...

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