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股價逆勢升超5%的背後,途虎發生了什麼?
格隆匯 03-15 15:19

3月15日,港股三大指數集體大跌。截至發稿,恒生指數跌近1.5%,恒生科技指數跌超1.5%,國企指數下挫超1.5%。

聚焦到個股層面上,在市場整體下行的背景下,次新股途虎-W(9690.HK)卻異軍突起,硬生生走出一波逆勢上升的行情。截至發稿,途虎升5.11%,報11.92港元。

業績表現亮眼

途虎大獲市場市場看好的背後,其今日新鮮出爐的亮眼業績是功不可沒的。

財報數據顯示,2023年,途虎全年營收達到了136億元,同比增長17.8%。途虎的盈利能力也獲得顯著提升,同期,公司毛利額達到34億元,對應毛利率24.7%,較上年度上升5個百分點;經調整後淨利潤為4.8億元,同比扭虧為盈。

事實上,自今年以來,國內外各大知名機構分析師也紛紛給予正面評價。其中,中金公司、中信證券、美銀證券、瑞銀、國海證券、開源證券、招銀國際、交銀國際等多家知名券商分析機構近日首次覆蓋途虎養車,均給予了“買入”評級。

回購彰顯股東信心

除了亮眼的業績之外,更令人關注的是今日途虎發出的回購公吿。

公吿內容顯示,董事會於2024年3月14日決議,根據2023年9月7日舉行的股東大會上公司股東通過授予董事的一般性授權,不時在公開市場購回總金額不超過10億港元的公司A 類普通股。公司擬以自有財務資源撥付建議股份購回所需資金,並不動用全球發售所得款項。

大額回購的背後,一方面足以體現出公司充沛的現金流與管理層對未來發展的信心,另一方面將極大增強股東的實際資本收益水平。這樣的舉措利好公司的企業價值與股東利益,有利於加速推動公司估值進入修復期。

結語

目前,不論是市場還是資本,途虎的認可度都不錯。當然,這其實也是途虎綜合實力的展現。當前,途虎已經具備了覆蓋整個產業鏈的系統化能力,打造出線上線下一體化的汽車服務模式。

顯然,經歷了十二年磨一劍,途虎正在走出低谷,公司在基本盤穩固的基礎上,通過在下沉市場持續擴張,並積極切入新能源汽車服務賽道等方式,正不斷積蓄自己的勢能。接下來,途虎要做的,就是迎接市場更多的目光。

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