Yongda (3669.HK)_ Huawei Dealer NP_Shop and ROIC Updates
36氪研究院·2024-11-26 06:25
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 V i e w p o i n t | 22 Nov 2024 07:29:02 ET │ 13 pages Yongda (3669.HK) Huawei Dealer NP/Shop and ROIC Updates CITI'S TAKE We hosted a business update call with Yongda's mgmt. today on discussing its Huawei dealerships' latest development. Mgmt. expects (1) >10 Huaweiauthorized stores to be opened by Dec-24, with 20-30 authorized stores by 1H25; (2) 30-40 existing stores to be converted into Huawei-authorized stores throughout 2025, with 70% from BBA dealerships; (3) costs for c ...