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港股異動丨永達汽車大跌8.52% 富瑞降評級 憂歐美車廠復工存風險
格隆匯 05-04 13:53
格隆匯5月4日丨永達汽車(3669.HK)自兩個月高點回落,現大跌8.52%,報7.19港元,總市值132.5億港元。永達汽車首季擁有人應佔淨利潤僅5900萬元人民幣,按年大跌82.8%。富瑞發表報告,指永達首季表現符該行預期。而期內營運現金流按年增長1.3倍,至19.6億元人民幣,主要受惠於存貨控制強勁。該行又指,永達首季新車銷量按年跌30.6%;豪華車品牌跌幅較細,按年減21.3%。不過3月新車銷量和售後服務吞吐量已回覆去年水平90%。富瑞更引述管理層透露,儘管去年4月高基數,惟今年4月尾新車銷量已達去年同期105%;售後服務吞吐量達去年同期110%。管理層預料第二季在五月車展和政策助力下,表現將持續復甦。永達管理層傾向維持三成派員比率和全年收入增長10%的預期。不過富瑞認為歐美品牌生產線復工存在風險,當中保時捷受影響最大,維持對永達全年收入跌1%和盈利下跌5%的預測。該行因應永達股價近期反彈,下調評級至“持有”,維持6.7港元目標不變。

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