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大行評級|大和:上調中升控股目標價至17.2港元 正在向豪華新能源汽車品牌進行戰略轉型
格隆匯 11-11 11:16

大和發表報吿指,留意到中升控股正在將目標戰略性轉移至內地豪華新能源汽車,AITO將會為公司帶來額外8%至12%銷量,預計AITO為公司今年及2026的銷量帶來分別4萬及6萬輛。該行重申“跑贏大市”評級,目標價由9.8港元升至17.2港元。

該行指,中升與賽力斯達成合作,負責分銷其AITO品牌汽車,預計公司除了可以從AITO獲得更多的新車銷量,還能為其售後服務、保險和融資產品帶來更多流量。該行指,在納入AITO的新業務後,將2025至2026年的每股收益預測上調8%。該行引述公司指,會透過現有的物業及後台系統去支持迅速拓展開設AITO專賣店,同時轉移及整合現有品牌的分銷網絡,計劃在明年首季前開設逾40家門店,將包括新車支付、維修及保養等所有服務集中一起。

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