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港股异动 | 中升控股(00881)跌超5%领跌汽车经销商 经销商盈利压力依然较大 行业竞争或更加激烈

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汽车经销商普跌,截至发稿,中升控股(00881)跌5.03%,报17.74港元;永达汽车(03669)跌3.41%,报2.83港元;美东汽车(01268)跌0.84%,报4.71港元。

消息面上,中国汽车流通协会发布的最新一期“中国汽车经销商库存预警指数调查”VIA(Vehicle Inventory Alert Index)显示,2023年12月中国汽车经销商库存预警指数为53.7%,同比下降4.5个百分点,环比下降6.7个百分点,库存预警指数位于荣枯线之上,汽车流通行业仍处在不景气区间,但景气度显著回升。

中国汽车流通协会指出,临近年末,经销商为达成全年任务目标拿到年终返利,加大清库力度。经销商库存压力有所缓解,但盈利压力依然较大。展望2024年,经销商认为明年汽车需求将延续今年下半年增速势头,但竞争会更加激烈,继续面临新车价格下探、库存压力大、资金紧张、单车利润较低等问题。

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