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港股異動 | 汽車經銷商概念股普漲 中升控股(0881.HK)漲逾4%

格隆匯10月11日丨汽車經銷商概念股普漲,百得利控股(6909.HK)漲9.14%、中升控股(0881.HK)漲4.1%、美東汽車(1268.HK)漲2.7%。

中信證券指,預計汽車經銷商短期受益於供給偏緊,利潤具備彈性;中長期來看,消費升級和電動化是並行的趨勢,且市場尚未對經銷商的渠道價值和ROE變化趨勢充分認知,預計創造效率的優質經銷商有望在中長期持續擴大市場份額。在經歷估值調整後,當前港股三家經銷商的配置價值凸顯,持續看好中升控股、美東汽車、永達汽車三家龍頭經銷商的盈利提升能力,預計其渠道價值會在智能電動車時代得到重估。

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