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途虎股价涨4.82% 门店用户双双大涨 机构扎堆给买入评级_我的网站

A | 8月26日消息,港股途虎- W(9690)今天收盘股价报11.95港元,相比前一个交易日上涨4.82%,全天成交额5762万港元。 股价走高,和它刚发布的上半年业绩,以及多家机构看好有直接关系。

B | 此前途虎放出2026年中期业绩报告。 Chinese Foreign Minister Wang Yi said Wednesday that China and South Korea should demonstrate strategic vision and work to ensure the healthy, stable and sustainable development of bilateral relations. Wang, also a member of the Political Bureau of the Communist Party of China Central Committee, made the remarks when meeting with South Korean Foreign Minister Cho Hyun. Wang expressed hope that South Korea, based on its fundamental interests, pursues an independent foreign policy and develops relations with other countries in parallel without conflict. Wang said that since the end of last year, the top leaders of the two countries have successfully exchanged visits and reached an important consensus on the future development of China-South Korea relations, providing strategic guidance for the bilateral relationship. Ushering in the 34th anniversary of the establishment of diplomatic relations between the two sides, Wang said China is ready to work with South Korea to advance the China-South Korea strategic cooperative partnership to a new level. He noted that the two sides should maintain high-level exchanges. China and South Korea have a solid foundation of economic and trade cooperation, and have become a deeply integrated community of shared interests, said Wang, expressing hope that the two sides tap new areas of cooperation and growth in artificial intelligence, green transition, digital economy, high-end equipment and the silver economy, and accelerate the second phase of negotiations on the China-South Korea Free Trade Agreement. The two sides should continue to promote exchanges in areas such as youth, media, sports, think tanks, and local governments, and work to further strengthen the public support and social foundation for bilateral relations, he said. Wang said China is ready to take its hosting of the 2026 APEC Economic Leaders' Meeting as an opportunity to work with all parties, including South Korea, to build an Asia-Pacific community, and inject new impetus into peace and development in the Asia-Pacific region and beyond. Cho Hyun said South Korea has consistently upheld the one-China policy it has followed since the establishment of diplomatic relations with China. He added that South Korea looks forward to maintaining close high-level exchanges with China, deepening exchanges and cooperation in areas such as economy and trade, high technology, artificial intelligence and youth, and accelerating the second phase of negotiations on the South Korea-China Free Trade Agreement, thus advancing the South Korea-China strategic cooperative partnership to a higher level. Speaking on the situation on the Korean Peninsula, Wang stressed that China has always been committed to playing a constructive role in promoting peace and stability on the peninsula.
。整个上半年总收入87.8亿元,同比增长11.4%。现在汽车后市场整体处在调整阶段,能拿到双位数增长,算是非常亮眼的成绩。 线下门店这块扩张速度很猛,截至6月底,全球工场店已经有8825家,上半年净增817家,同比增长22.5%。
用户数据同样在往上走,注册用户累计来到1.75亿,过去12个月交易用户3100万,同比增长17.2%。门店和用户两头同步做大,底盘算是越来越稳。
机构这边也纷纷给出正向评价。中金证券8月24日出了研报,给途虎维持跑赢行业评级。 中金认为,门店持续铺开,能帮助途虎抢下更多市场份额。随着运营效率慢慢提升,成本费用还有优化空间,新能源业务和快修业务,后续还有不小的发展潜力。 不光是中金,海通国泰、华泰证券、招银国际好几家机构,全都给出买入评级,普遍看好这家企业往后的增长潜力。
放到行业现实来看,汽车维修养护赛道竞争并不轻松。途虎一边不停开店铺网点,一边把实际消费用户做上去,在行业调整期扛住了压力。 多家机构集体看好,核心就是看中门店规模带来的壁垒,还有新能源汽车售后这块新机会。接下来能不能把门店规模转化成实际利润,新能源业务能不能跑出来,也会成为后续观察的重点。
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