Ngobusuku bangomhla ziyi-13 kuMfumfu, i-China National Heavy Duty Truck yakhipha isibikezelo sayo sokusebenza kwezingxenye ezintathu zokuqala zamakota ka-2023. Le nkampani ilindele ukuzuza inzuzo ezuzisayo ngenxa yenkampani engumzali yamayuan ayizigidi ezingu-625 kuya kumayuan ayizigidi ezingu-695 kumakota amathathu okuqala. ka-2023, ukukhula konyaka nonyaka ngama-75% kuya kuma-95%.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 nokuphindaphinda kwesidingo samaloli athwala impahla, kuhlanganiswe nomfutho oqinile ogcinwa ukuthunyelwa kwamanye amazwe, kanye nesimo sokubuyiselwa kwemboni yamaloli asindayo. kusobala.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.Ngokwemininingwane 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 esingu-27.1%, okuwukunyuka. wamaphesenti angu-3.1 wamaphuzu uma kuqhathaniswa nesikhathi esifanayo ngo-2022, ebekwe kuqala embonini ngokuqinile.
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 lingaphezu kwama-50% okuthengiswayo 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 bezimoto ezikhona.Ngesikhathi esifanayo, imakethe yezimoto zokwakha izophinde ibe ngcono ngekota yesine ngenxa yomthelela wezinqubomgomo zikazwelonke ezifanele kumaphrojekthi wezindlu nezakhiwo nengqalasizinda.
Mayelana nethemba lokusimama 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 engaguquki kuzothuthukisa ukukhula komnotho. qinisa.Ukuvuselelwa kwemvelo okulethwa ubunikazi bemboni, ukukhula kwesidingo okulethwa ukuzinza nokukhula komnotho omkhulu, kanye nokukhuphuka kwesidingo ngemuva “kokuthengiswa ngokweqile” kwemakethe, kanye nezici ezifana nokusheshisa ukuvuselelwa kwezimoto esigabeni sesine umnotho kazwelonke kanye nokwandisa ingxenye yobunikazi bamandla amasha esigabeni sesithupha somnotho kazwelonke, kuzoletha izengezo ezintsha esidingweni sale mboni.Ngaso leso sikhathi, ukuthuthukiswa kanye nokuthambekela kwezimakethe zaphesheya kwezilwandle nakho kubambe iqhaza elihle ekusekeleni isidingo nasekuthuthukisweni kwezimakethe.iloli elisindayoimakethe.
Izikhungo eziningi zocwaningo zinethemba ngokulinganayo 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
