英国汽车经销商英琪怡凯（Inchcape）于周四下调了全年经调整营业利润率预期，理由是面对来自中国汽车制造商日益激烈的竞争，其在澳大利亚的业务持续表现不佳。
在澳大利亚这个基本停滞的汽车市场中，向电动汽车和中国制造汽车的快速转变，给英琪怡凯等经销商造成了压力；该公司的业务组合仍然严重偏向包括斯巴鲁（Subaru）在内的汽油动力品牌。由于预计澳大利亚业务表现不佳将摊薄利润率，英琪怡凯目前预计2026年经调整营业利润率约为5.5%，低于先前预计的6%。
British auto distributor Inchcape cut its annual adjusted operating margin forecast on Thursday, citing persistent underperformance in Australia amid intensifying competition from Chinese automakers.
该公司股价在早盘交易中下跌了11.7%，成为伦敦股市跌幅最大的股票。截至9月30日的三个月内，英琪怡凯的集团销量增长了3%，美洲市场的强劲表现抵消了亚太地区37%的跌幅。在澳大利亚，由于燃料供应中断、向电动汽车的转型加速以及主要汽车合作伙伴竞争力减弱，销量减半。英琪怡凯除了现有的重组工作外，还将在澳大利亚采取进一步行动，包括产品审查和退出合同，但预计压力将持续存在。该公司维持其经调整每股收益增长约10%的预期不变。
A rapid shift towards electric and Chinese-made vehicles in Australia's largely stagnant auto market has weighed on distributors such as Inchcape, whose portfolio remains heavily skewed towards petrol-powered brands including Subaru Inchcape now expects an adjusted operating margin of about 5.5% for 2026, down from the 6% expected previously, as underperformance in Australia is expected to dilute margins Shares of the company fell 11.7% in early trade, making Inchcape top loser among London stocks Inchcape's group volumes rose 3% in the three months to September 30 as strength in the Americas offset a 37% drop in Asia-Pacific In Australia, volumes halved as fuel disruption, a faster shift to electric vehicles and weaker competitiveness at its main automotive partner hit sales Inchcape is taking further action in Australian alongside existing restructuring, including product review and a contract exit, but expects pressure to continue The company kept its adjusted earnings-per-share growth forecast of about 10% unchanged