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<Research>M Stanley: BMW China Cuts Suggested Retail Prices by Max. 20%; Dealers Expected to Benefit in ST
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According to its channel survey, BMW China generally reduced its suggested retail prices by 10-20% starting 1 January 2026, mainly affecting imported BEV models such as the 7/ 6/ M / i series, Morgan Stanley issued a research report saying. For dealers, the broker believed that YONGDA AUTO (03669.HK), ZHONGSHENG HLDG (00881.HK) and MEIDONG AUTO (01268.HK) will slightly benefit. With the reduction in suggested retail prices, dealers can also enjoy lower procurement costs, immediately boosting the gross profit margin of new car sales. However, the additional rebates dealers receive in the future may also decrease, as the rebate amounts are determined by manufacturers. AASTOCKS Financial News Website: www.aastocks.com |
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