中升(00881.HK):疫情後私家車出行剛需增強
中升控股(00881.HK)主席黃毅表示,上半年在併購方面,收購兩間寶馬和一間奧迪分店,7月購6家奔馳的分店。雖然上半年的資本開支只有46.75億元人民幣,屬較低水平,但主要是因為疫情下,希望更審慎和更有策略,希望繼續提升主力品牌戰略,成為行業領導者,並進一步提升佔比。
他指,旗下幾個品牌中,奔馳、寶馬毛利理想;城市來說,華南、華東價格穩定性較強,銷量和毛利率取得平衡。
他又指,首季受疫情影響最大,第二季大力反彈,疫情後,私家車出行剛需增強,購車有明顯上升。同時計劃增加二手車業務,上半年銷售增加33.9%,至4.07萬部。
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