永達汽車(03669.HK):首季疫情影響料有限及可控
永達汽車(03669.HK)管理層在電話會議上表示,上海疫情嚴峻,目前所有門店仍正常經營,但可能會對3月份買家出行、車輛交付、維修進廠造成短期不便,相信首季受疫情影響非常有限及可控,因主要影響因素仍爲供應鏈問題,令今年新車供應相對緊張。
問及俄烏局勢對供應鏈影響,管理層指,俄羅斯和烏克蘭的供應不涉及關鍵配件,市場亦有可替代供應商,相信中長期不會對整體供應造成波動。
管理層認爲,內地豪華車消費大方向沒有改變,1月份以來客流和訂單恢復情況理想。由於上半年供應偏緊,訂單指標較去年底持續上升。
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