智通财经APP获悉，永达汽车(03669)一度跌超12%，截至发稿，跌8.95%，报2.34港元，成交额6092.07万港元。
消息面上，2月21日盘后，恒生指数公司公布了截至2024年12月31日的恒生指数系列季度检讨结果，调整将于2025年3月10日起正式生效。 其中，永达汽车遭剔除恒生综合指数成分股。机构料其或将面临调出港股通。瑞银此前研报指出，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。
瑞银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。
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