Ngobusuku bangomhla ziyi-13 ku-Okthoba, i-China National Heavy Duty Truck ikhiphe isibikezelo sayo sokusebenza kwekota yokuqala emithathu ka-2023. Le nkampani ilindele ukuzuza inzuzo yonke etholwa inkampani engumzali yama-yuan ayizigidi ezingu-625 kuya kuma-yuan ayizigidi ezingu-695 ezingxenyeni ezintathu zokuqala zika-2023, okuwunyaka nonyaka ukukhuphuka ngo-97%. Phakathi kwazo, kusukela ngoJulayi kuya kuSepthemba, inzuzo yonke etholwa inkampani engumzali yaba amayuan ayizigidi ezingu-146 kuya ku-164 million, okuwukunyuka okuphawulekayo ngo-300% kuya ku-350% unyaka nonyaka.
Le nkampani ithe isizathu esiyinhloko sokukhula komsebenzi siqhutshwa yizici ezinjengokuthuthuka okuphelele kokusebenza komnotho omkhulu kanye nokuphindaphindeka kwesidingo samaloli asindayo wezimpahla, kuhlanganiswe nomfutho oqinile ogcinwe ukuthunyelwa kwempahla kwamanye amazwe, kanye nesimo sokutholwa kwemboni yamaloli asindayo sisobala. Inkampani iyaqhubeka nokuthuthukisa ikhwalithi yomkhiqizo nokuncintisana, ukusheshisa ukwenziwa ngcono komkhiqizo, ukuthuthukiswa, nokulungiswa kwesakhiwo, ukusebenzisa ngokunembile amasu okumaketha, futhi kufinyelele ukukhula okuhle ekukhiqizeni nasekuthengiseni umthamo, okuthuthukisa inzuzo eyengeziwe.
1, Izimakethe zaphesheya ziba ijika lesibili lokukhula
Engxenyeni yesithathu yonyaka wezi-2023, i-China National Heavy Duty Truck (CNHTC) igcine umfutho oqinile wokukhula futhi iqhubeka nokwandisa isabelo sayo semakethe, iqhubeka nokuhlanganisa isikhundla sayo esihamba phambili embonini. Ngokusho kwedatha evela ku-China Automobile Association, kusukela ngoJanuwari kuya kuSepthemba 2023, i-China National Heavy Duty Truck Group yazuza ukuthengiswa kwamaloli athwala kanzima angu-191400, ukunyuka konyaka ngo-52.3%, kanye nesabelo semakethe ngo-27.1%, okuwukunyuka ngamaphesenti angu-3.1 uma kuqhathaniswa nesikhathi esifanayo ngo-2022 embonini yokuqala.
Kuyaphawuleka ukuthi imakethe yaphesheya iyisici esiyinhloko sokushayela embonini yamaloli ase-China athwala kanzima, futhi i-China National Heavy Duty Truck Group inenzuzo ebaluleke kakhulu emakethe yaphesheya kwezilwandle. Kusukela ngoJanuwari kuya kuSepthemba, izuze ukuthunyelwa kwamanye amazwe kwamaloli athwala kanzima angu-99000, okuwukukhula konyaka ngo-71.95%, futhi yaqhubeka nokugcina amandla ayo. Ibhizinisi lokuthekelisa lithatha ngaphezu kwama-50% okuthengiswa kwenkampani, libe yindawo yokukhula eqinile.
Muva nje, izinhlobo ezizimele zaseChina zeamaloli esindayobathuthukise kakhulu isikhundla sabo ezimakethe zaphesheya. Inhlanganisela yezinto ezifana nokwenyuka kwesidingo sengqalasizinda evela emazweni amaningi ezomnotho asafufusa, ukukhululwa kwesidingo esiqinile sezinto zokuhamba ezimakethe zaphesheya kwezilwandle, kanye nokwanda komthelela wemikhiqizo ezimele kukhulise kakhulu ukuthengiswa kwamanye amazwe kwamaloli athwala kanzima asekhaya.
I-GF Securities ikholelwa ukuthi kusukela engxenyeni yesibili ka-2020, uchungechunge lokuhlinzekwa kwempahla luhambe phambili ekubuyiseleni ithuba lokuphumelela lomkhiqizo wamaloli amakhulu aseChina. Isilinganiso sokusebenza kwezindleko sisekela ingqondo yesikhathi eside yokukhula kokuthunyelwa kwempahla kwamanye amazwe, futhi ukuxhumana ngomlomo kungase kuqhubeke nokuba negalelo kumthelela omuhle. Kulindeleke ukuthi kugcine umfutho omuhle eMelika Ephakathi naseNingizimu nasemazweni "e-Belt and Road", futhi kancane kancane inqamule kwezinye izimakethe, noma ibe ijika lesibili lokukhula eligxile ezinkampanini zezimoto zohlobo lwaseShayina.
2, Okulindelwe yimboni okuhle kuhlala kungashintshile
Ngaphezu kwemakethe yaphesheya kwezilwandle, izinto ezifana nokusimama komnotho, ukukhuphuka kokusetshenziswa kwezimoto, isidingo esinamandla sezimoto zegesi, kanye nenqubomgomo yokuvuselelwa kwemoto kazwelonke yesine kube isisekelo semakethe yasekhaya, futhi imboni isalokhu ilindele okuhle.
Mayelana nokuthuthukiswa kwemboni yamaloli athwala kanzima engxenyeni yesine yalo nyaka nangesikhathi esizayo, I-China National Heavy Duty Truck Corporation izwakalise ukulindela okuhle phakathi nezingxoxo zakamuva nabatshalizimali. I-China National Heavy Duty Truck Corporation (CNHTC) ithe engxenyeni yesine, eqhutshwa yimakethe yezimoto zegesi, inani lezimoto ezidonsayo emakethe yasekhaya lizofinyelela ngaphezulu kwama-50%, kanti izimoto zegesi zibalelwa engxenyeni ephezulu. Ngokuzayo, ingxenye yezimoto ezidonsayo izokhula kancane kancane. Le nkampani ikholelwa ukuthi izimoto zegesi zizohlala zihamba phambili emakethe engxenyeni yesine yalo nyaka kanye nekota yokuqala yonyaka ozayo, futhi zizobonakala kuzo zombili izimakethe zikagandaganda namaloli. Intengo ephansi yegesi yezimoto zegesi iletha izindleko eziphansi kubasebenzisi futhi inyusa isidingo sokushintshwa kwabasebenzisi abakhona bezimoto zikaphethiloli. Ngesikhathi esifanayo, imakethe yezimoto zokwakha izophinde ibe ngcono ngekota yesine ngenxa yomthelela wezinqubomgomo zikazwelonke ezifanele kumaphrojekthi wezindlu nezakhiwo nengqalasizinda.
Ngokuqondene nethemba lokuvuselelwa kwemboni, i-CNHTC iphinde yathi ngokubuyela kancane kancane komnotho wezenhlalakahle esimweni esijwayelekile, ukuqaliswa kwezinqubomgomo ezihlukahlukene zokuzinzisa umnotho kazwelonke, ukubuyiselwa kokuzethemba kwabathengi kanye nokusheshisa ukukhula kwempahla ehleliwe yokutshalwa kwezimali kuzoqhuba ukukhula komnotho ukuzinza. Ukuvuselelwa kwemvelo okulethwa ubunikazi bemboni, ukukhula kwesidingo okulethwa ukuzinza nokukhula komnotho omkhulu, kanye nokukhuphuka kwesidingo ngemuva “kokuthengiswa ngokweqile” kwemakethe, kanye nezici ezinjengokusheshisa ukuvuselelwa kwezimoto esigabeni sesine somnotho wezwe kanye nokwandisa ingxenye yobunikazi bamandla amasha esigabeni sesithupha, kuzoletha umnotho omusha wemboni yezwe. Ngaso leso sikhathi, ukuthuthukiswa kanye nokuthambekela kwezimakethe zaphesheya kwezilwandle nakho kubambe iqhaza elihle ekusekeleni isidingo nasekuthuthukisweni kwezimakethe.iloli elisindayoimakethe.
Izikhungo eziningi zocwaningo zinethemba elilinganayo mayelana nentuthuko yemboni yamaloli asindayo. ICaitong Securities ikholelwa ukuthi ukukhula konyaka nonyaka kokuthengiswa kwamaloli amakhulu ngo-2023 kulindeleke ukuthi kuqhubeke. Ngakolunye uhlangothi, izinto eziyisisekelo zomnotho ziya ngokuya zisimama, okulindeleke ukuthi ziqhubekisele phambili isidingo sempahla kanye nokukhula kokuthengiswa kwamaloli amakhulu. Ngakolunye uhlangothi, ukuthunyelwa kwamanye amazwe kuzoba yindawo entsha yokukhula yemboni yamaloli asindayo kulo nyaka.
I-Southwest Securities inethemba ngabaholi bemboni abanesiqiniseko sokusebenza okuphezulu, njenge-China National Heavy Duty Truck Corporation, embikweni wayo wocwaningo. Ikholelwa ukuthi njengoba isimo somnotho wasekhaya esizinzile futhi esihle kanye nokuhlolwa okusebenzayo kwezimakethe zaphesheya kwezilwandle okwenziwa amabhizinisi amaloli amakhulu, imboni yamaloli amakhulu izoqhubeka nokusimama esikhathini esizayo.
Isikhathi sokuthumela: Nov-24-2023
