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永達汽車(3669.HK)領漲汽車經銷商股 機構稱短期受益於供給偏緊
格隆匯 10-12 11:09
格隆匯10月12日丨港股汽車經銷商股普漲,其中,永達汽車漲近6%領漲,且連續第三日上漲,中升控股和廣匯寶信漲超1%,美東汽車漲0.49%。因缺芯造成汽車缺貨,汽車經銷商的庫銷比達到歷史新低。中信證券日前稱,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。除此之外,二手車業務未來發展空間大,預計將持續貢獻增量收入。

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