智通财经APP获悉，美东汽车(01268)涨近4%，截至发稿，涨3.9%，报2.13港元，成交额1056.87万港元。
消息面上，招银国际发布美东汽车业绩前瞻，该行认为公司经营利润或环比保持稳定，现金流健康：根据该行的渠道调研，宝马和雷萨品牌2H24的经销商利润都环比有所提升，但这部分增量或被保时捷品牌的利润持续下滑所抵消，该行预测美东2H24毛利润环比下滑2%至7.92亿元。同时，该行预计美东24财年的自由现金流为4.58亿元，与23财年基本持平。
另外，该行认为保时捷2025年在中国或有望触底：随着保时捷管理层的变动以及在中国市场的不断试错，该行认为保时捷会正视中国的挑战，并优化销量和价格，此举或使其经销商受益，尤其对保时捷占比较高的美东而言。再叠加已赎回的可转债来降低利息以及可能的减值来降低每年的无形资产摊销，该行上调美东25财年的净利润7%至4.08亿元。
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