美银证券：降北京汽车目标价至1.8港元重申“跑输大市”评级

智通财经2025-05-07

该行预期北京奔驰的利润将被集团自有品牌的亏损所抵消。美银证券发布研报称，根据北京汽车(01958)今年首季业绩推算，估算期内持股51%的北京奔驰纯利同比跌17%，销量跌9%，主要由于激烈竞争下加大折扣。该行将集团2025至27年各年毛利率预测分别下调0.3、0.3及0.5个百分点，以反映北京奔驰及北汽旗下自家品牌扩大折扣，并将期内各年盈利预测分别上调14%、上调8%及下调9%。以预测今年市账率下调...

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美银证券：降北京汽车目标价至1.8港元 重申“跑输大市”评级

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美银证券：降北京汽车目标价至1.8港元重申“跑输大市”评级