永达汽车(03669)新能源业务增速超60% 现金储备逾23亿

Core Viewpoint - Yongda Automobile (03669) is actively optimizing its asset structure, planning to recognize approximately 3.5 billion yuan in long-term asset impairment in the first half of 2025 to alleviate historical burdens [1] Group 1: Business Performance - The new energy business is experiencing strong growth, with the expansion of the new energy network, adding 30 authorized and 7 independently opened new energy outlets [1] - Sales of independent new energy vehicle models and maintenance revenue have surged by 49% and 76% year-on-year, respectively, becoming a new engine for performance [1] Group 2: Financial Health - The operating fundamentals remain solid, with stable after-sales gross margins and abundant cash flow [1] - Operating cash inflow has increased significantly by 57% year-on-year, exceeding 1.1 billion yuan, while cash reserves have surpassed 2.3 billion yuan [1] Group 3: Strategic Focus - Management emphasizes a continued focus on the "luxury + new energy" dual strategy, with asset quality optimization supporting high-quality development [1]