港股异动 | 中升控股(00881)跌超5%领跌汽车经销商 华为鸿蒙智行终止三车合作 经销商盈利压力依然较大
汽车经销商跌幅居前，截至发稿，中升控股(00881)跌5.26%，报16.56港元；永达汽车(03669)跌2.84%，报2.74港元；美东汽车(01268)跌0.84%，报4.7港元。
消息面上，自1月起，华为鸿蒙智行旗下车型已停止与汽车之家、懂车帝、易车的合作。从华为知情人士的回应来看，华为鸿蒙智行和三大平台中断合作的主因，是因为商务洽谈未达成一致，很有可能也是价格、权益等利益关系尚未谈拢。
据悉，2023年初，湖南、四川、安徽和深圳等多省市汽车经销商商会发布报告称，各汽车网络平台在制定2023年与汽车经销商合作方案时，出现大幅涨价的现象，极大地提高了经销商的运营成本。中国汽车流通协会对此呼吁，疫情后各汽车经销商普遍经营困难，建议三大汽车网络引流平台暂缓调价，与汽车经销商共渡难关。
此外，展望2024年，经销商认为汽车需求将延续2023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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