途虎-W(9690.HK):从美国汽配&汽修龙头看途虎价值

海通证券
06 Mar

投资要点:概况:汽车后市场龙头,深挖产业链价值。(1)发展历程:由轮胎流通商向标准化服务体系管理者转型。公司成立于2011年,以轮胎销售起家,自建物流配送体系,2015年推出汽配龙、蓝虎系统,切向全品类;2016年公司已成为国内最大轮胎零售商并推出途虎养车工场店,实现O2O深度融合,提供标准化高质量的线下服务。2023 年公司在港交所上市,途虎工场数突破5000 家,公司营收达136 亿元,经调整...

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