摩根大通发研报指，永达汽车深化与华为的合作，特别是在鸿蒙智行(HIMA)方面的合作，将进一步扩大其新能源汽车（NEV）销售网络，预计到2025年，华为相关的NEV销售店将占其总经销商网络的30%。该行指，该战略举措将显著提升其新车销售业务，并提高毛利率。预计华为相关产品的新车销售毛利率将达到4-4.5%，远高于现有外国品牌的毛利率。此外，该行还预计，随着华为品牌下的平均维修和保养费用达到每年约4000元人民币，永达汽车的售后服务业务也将得到推动。Yongda Auto (03669) is currently up over 4%, as of the time of writing, up 4.26%, priced at 1.96 HKD, with a trading volume of 11.7342 million HKD.
Zhitong Finance APP has learned that Yongda Auto (03669) is currently up over 4%, as of the time of writing, up 4.26%, priced at 1.96 HKD, with a trading volume of 11.7342 million HKD.
Citi has released a research report stating that Yongda Auto's management recently held a conference call to discuss the performance of huawei hongmong intelligence dealers' stores and the outlook for next year's new energy fund (NEV) business, revealing an expectation to have 7 huawei hongmong intelligence stores by the end of this year. The firm expects huawei hongmong intelligence will need to collaborate with more dealers to expand sales, with an expectation that Yongda's huawei hongmong intelligence stores will increase to about 40 to 50 by next year.
JPMorgan's research report indicates that Yongda Auto's deepening cooperation with Huawei, particularly in the area of huawei hongmong intelligence (HIMA), will further expand its new energy fund (NEV) sales network. It is anticipated that by 2025, Huawei-related NEV sales stores will account for 30% of its total dealer network. The firm states that this strategic move will significantly enhance its new car sales business and improve gross margin. It is expected that the gross margin for new car sales of Huawei-related products will reach 4-4.5%, far exceeding the gross margin of current foreign brands. Additionally, the firm also anticipates that as the average maintenance and service cost under the Huawei brand reaches about 4,000 RMB per year, Yongda Auto's after-sales service business will also be promoted.
