瑞银发表报告指，该行最新一轮的中国汽车售后市场监测显示，途虎(09690.HK) 未来的开店速度可能放缓，主要反映加盟商加入途虎网络的意愿减弱，以及在宏观环境疲弱和行业竞争下，现有门店因盈利能力下降而出现更多关闭。
瑞银指，该行早前报告已提到新能源车在汽车保有量中的渗透率上升，已经开始对独立售后市场服务供应商的收入增长产生负面影响，这主要是由于内燃机车的平均里程下降所致，并预计长期而言，加盟商加入途虎网络及开设新店的意愿将会减弱。该行预测2025和2026年途虎盈利增长分别为12%和11.5%，比市场预期低30%和38%。目标价由13.5元降至13.1元，维持评级“沽售”。(ha/k)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-05 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.