智通财经APP获悉，中升控股(00881)跌超4%，截至发稿，跌3.98%，报13.5港元，成交额6752.7万港元。
招商证券国际发布研报称，中升控股仍是中国汽车售后市场最具竞争力公司，基于其具备大规模整合售后市场潜力，在新车业务调整期有机会取得更多弱势品牌市场份额，以及积极调整品牌结构与新势力协同发展。该行料中升今年售后业务韧性强，支持业绩稳健增长，但短期豪华品牌竞争仍激烈，影响新车毛利率。该行下调对该股今明两年利润预测8%，对该股目标价由30港元降至24港元，目标预测市盈率由15倍降至12.8倍，反映虽然新车盈利能力接近触底，但大幅回升时间较此前预期更长。
大和此前指出，中升控股最差的情况可能已经过去，但挑战依然存在。去年下半年新车销售毛损收窄，归功于退税优惠。今年第一季AITO销售不理想，但随着M8上市，情况可能改善。
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