此外，瑞银发布研报告称，中升与赛力斯签署战略合作协议，目标在授权分销模式下营运华为AITO问界专门店，目标在明年1月开始营运。中升控股在有关战略公布后股价累升约40%或增加120亿元市值，相信市场对AITO门店给予过高估值。该行指出，即使计入AITO门店的贡献，不预期中升盈利显著反弹。The decline of car dealers increased in the afternoon. As of press release, Meidong Auto (01268) fell 6.11% to HK$2.15; Zhongsheng Holdings (00881) fell 3.74% to HK$15.96; and Yongda Motor (03669) fell 1.55% to HK$1.9.
The Zhitong Finance App learned that the decline of car dealers increased in the afternoon. As of press release, Meidong Auto (01268) fell 6.11% to HK$2.15; Zhongsheng Holdings (00881) fell 3.74% to HK$15.96; and Yongda Auto (03669) fell 1.55% to HK$1.9.
According to the news, Wang Du, vice president of the China Automobile Dealers Association, said at the 2024 Auto Finance Industry Summit held on November 21 that with the rapid development of new energy vehicles and the continuing impact of the price war, traditional OEMs and dealers are currently facing unprecedented difficulties. Market risks are rising, competition is intensifying, and dealers have already experienced extensive losses throughout the industry.
Furthermore, UBS released a research report stating that Zhongsheng and Celis have signed a strategic cooperation agreement with the goal of operating the Huawei AITO Q specialty store under an authorized distribution model, with the goal of starting operations in January next year. The stock price of Zhongsheng Holdings increased by about 40% or increased its market value by 12 billion yuan after the announcement of the relevant strategy. I believe the market overvalued AITO stores. The bank pointed out that even if the contribution of AITO stores is taken into account, it is not expected that Zhongsheng's profit will rebound significantly.
