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港股异动 | 途虎-W(09690)涨超3% 汽车后市场空间广阔 公司有望持续获得市场份额和提高盈利能力

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途虎-W(09690)涨超3%,截至发稿,涨3.25%,报25.4港元,成交额2346.53万港元。

消息面上,财通证券指出,根据灼识咨询报告,2022年中国汽车服务市场(包含汽车维修及保养、汽车清洁及汽车美容以及汽车配件)规模已达1.2万亿元,预计23-27年复合增长率为9.0%,27年将达到1.9万亿元。中国汽车保有量增长、行驶里程增加与车龄增长将驱动汽车服务市场稳步增长,且具备一定抗周期能力。

民生证券表示,公司围绕乘用车后市场开展业务,是国内IAM供应商龙头,未来随着乘用车龄的结构变化和新能源车的渗透率提升,公司有望在门店的持续扩张下,不断提升市占率,实现营收和利润的同步增长。交银国际则表示,看好中国汽后服务市场增长空间,途虎有望持续获得市场份额和提高盈利能力。

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