Ngobusuku bangomhla ziyi-13 kuMfumfu, i-China National Heavy Duty Truck ikhiphe isibikezelo sayo sokusebenza kwamakota amathathu okuqala ka-2023. Le nkampani ilindele ukuthola inzuzo ehlanganisiwe evela enkampanini engumzali engu-625 million yuan kuya ku-695 million yuan kumakota amathathu okuqala ka-2023, okuwukwenyuka konyaka nonyaka okungu-75% kuya ku-95%. Phakathi kwabo, kusukela ngoJulayi kuya kuSepthemba, inzuzo ehlanganisiwe evela enkampanini engumzali yayingu-146 million yuan kuya ku-164 million yuan, okuwukwenyuka okukhulu okungu-300% kuya ku-350% unyaka nonyaka.
Le nkampani ithe isizathu esiyinhloko sokukhula kokusebenza sibangelwa yizici ezifana nokuthuthuka okuphelele ekusebenzeni kwezomnotho kanye nokubuyela emuva kwesidingo samaloli asindayo okuthutha impahla, kuhlanganiswe nomfutho onamandla ogcinwa ukuthunyelwa kwamanye amazwe, futhi isimo sokululama kwemboni yamaloli asindayo sisobala. Le nkampani iyaqhubeka nokuthuthukisa ikhwalithi yomkhiqizo kanye nokuncintisana, isheshise ukwenziwa ngcono komkhiqizo, ukuthuthukisa, kanye nokulungiswa kwesakhiwo, isebenzise ngokunembile amasu okumaketha, futhi ifinyelele ukukhula okuhle komkhiqizo kanye nomthamo wokuthengisa, okuthuthukisa kakhulu inzuzo.
1. Izimakethe zaphesheya kwezilwandle ziba yijika lesibili lokukhula
Kwikota yesithathu ka-2023, i-China National Heavy Duty Truck (CNHTC) igcine ukukhula okunamandla futhi yandisa isabelo sayo semakethe njalo, yaqinisa isikhundla sayo esiphambili embonini. Ngokusho kwedatha evela kwi-China Automobile Association, kusukela ngoJanuwari kuya kuSepthemba 2023, i-China National Heavy Duty Truck Group ithole ukuthengiswa kwamaloli amakhulu angu-191400, ukwanda konyaka nonyaka okungu-52.3%, kanye nesabelo semakethe esingu-27.1%, ukwanda kwamaphesenti angu-3.1 uma kuqhathaniswa nesikhathi esifanayo ngo-2022, ibekwe endaweni yokuqala embonini.
Kuyaphawuleka ukuthi imakethe yaphesheya kwezilwandle iyisici esiyinhloko esiqhuba imboni yamaloli amakhulu aseShayina, kanti i-China National Heavy Duty Truck Group inenzuzo ebaluleke kakhulu emakethe yaphesheya kwezilwandle. Kusukela ngoJanuwari kuya kuSepthemba, ithole ukuthunyelwa kwamanye amazwe kwamaloli amakhulu angu-99000, okuwukwenyuka konyaka nonyaka okungu-71.95%, futhi yaqhubeka nokugcina amandla ayo. Ibhizinisi lokuthumela kwamanye amazwe libiza ngaphezu kuka-50% wokuthengisa kwenkampani, laba yindawo yokukhula eqinile.
Muva nje, imikhiqizo ezimele yaseShayina ye-amaloli anzimazithuthukise kakhulu isikhundla sazo ezimakethe zaphesheya kwezilwandle. Ukuhlanganiswa kwezici ezifana nokwanda kwesidingo sengqalasizinda esivela emazweni amaningi asafufusa, ukukhululwa kokusilela kwesidingo sokuthutha esiqinile ezimakethe zaphesheya kwezilwandle, kanye nokwanda kwethonya lemikhiqizo ezimele kukhulise kakhulu ukuthengiswa kwamaloli amakhulu asekhaya ngaphandle.
I-GF Securities ikholelwa ukuthi kusukela engxenyeni yesibili ka-2020, uchungechunge lokuhlinzeka luhole ekubuyiseleni ithuba lokuphumelela komkhiqizo wamaloli asindayo waseShayina. Isilinganiso sokusebenza kwezindleko sisekela umqondo wokukhula kokuthunyelwa kwamanye amazwe isikhathi eside, futhi ukuxhumana ngomlomo kungase kuqhubeke nokuba nomthelela omuhle. Kulindeleke ukuthi kuqhubeke nomfutho omuhle eMelika Ephakathi naseNingizimu kanye nasemazweni “aseBelt and Road”, futhi kancane kancane kudlule kwezinye izimakethe, noma kube yijika lesibili lokukhula eligxile emabhizinisini ezimoto zezentengiselwano zomkhiqizo waseShayina.
2, Amathemba amahle embonini awakashintshi
Ngaphezu kwemakethe yaphesheya kwezilwandle, izici ezifana nokululama komnotho, ukukhushulwa kokusetshenziswa, isidingo esikhulu sezimoto zikaphethiloli, kanye nenqubomgomo yokuvuselela imoto yesine kazwelonke kuye kwabeka isisekelo semakethe yasekhaya, futhi imboni isalokhu ilindele okuhle.
Ngokuphathelene nentuthuko yemboni yamaloli amakhulu kwikota yesine yalo nyaka kanye nasesikhathini esizayo, i-China National Heavy Duty Truck Corporation iveze amathemba amahle ngesikhathi sokushintshisana kwamuva nabatshalizimali. I-China National Heavy Duty Truck Corporation (CNHTC) ithe kwikota yesine, eqhutshwa yimakethe yezimoto zikaphethiloli, inani lezimoto ezithwalayo emakethe yasekhaya lizofinyelela ngaphezu kuka-50%, kanti izimoto zikaphethiloli zizoba nenani eliphakeme. Esikhathini esizayo, inani lezimoto ezithwalayo lizokhula kancane kancane. Le nkampani ikholelwa ukuthi izimoto zikaphethiloli zizohlala ziwumthombo oyinhloko emakethe kwikota yesine yalo nyaka kanye nekota yokuqala yonyaka ozayo, futhi zizobonakala kokubili emakethe yamatrakta namaloli. Amanani kaphethiloli aphansi ezimoto zikaphethiloli aletha izindleko eziphansi kubasebenzisi futhi andise isidingo sokushintsha kwabasebenzisi bezimoto zikaphethiloli abakhona. Ngesikhathi esifanayo, imakethe yezimoto zokwakha izothuthuka futhi kwikota yesine ngenxa yomthelela wezinqubomgomo zikazwelonke ezifanele kumaphrojekthi ezindlu nengqalasizinda.
Ngokuphathelene nethemba lokululama kwemboni, i-CNHTC iphinde yathi ngokubuya kancane kancane komnotho wezenhlalo esimweni esijwayelekile, ukuqaliswa kwezinqubomgomo ezahlukene zokuzinza komnotho kazwelonke, ukubuyiselwa kokuzethemba kwabathengi kanye nokusheshisa ukukhula kokutshalwa kwezimali kwezimpahla ezizinzile kuzoqhubekisela phambili ukukhula komnotho ekuzinzeni. Ukuvuselelwa kwemvelo okulethwe ubunikazi bemboni, ukukhula kwesidingo okulethwe ukuzinza komnotho omkhulu kanye nokukhula, kanye nokubuyela emuva kwesidingo ngemuva kokuthi imakethe “ithengiswe ngokweqile”, kanye nezici ezifana nokusheshisa ukuvuselelwa kwezimoto esigabeni sesine somnotho kazwelonke kanye nokwandisa isilinganiso sobunikazi bamandla amasha esigabeni sesithupha somnotho kazwelonke, kuzoletha izengezo ezintsha esidingweni semboni. Ngesikhathi esifanayo, intuthuko kanye nezitayela zezimakethe zaphesheya nazo zidlale indima enhle yokusekela ekufuneni nasekuthuthukisweni kweiloli elisindayoimakethe.
Izikhungo eziningi zocwaningo zinethemba elifanayo ngamathuba okuthuthukiswa kwemboni yamaloli asindayo. I-Caitong Securities ikholelwa ukuthi umkhuba wokukhula konyaka nonyaka wokuthengiswa kwamaloli asindayo ngo-2023 kulindeleke ukuthi uqhubeke. Ngakolunye uhlangothi, izisekelo zomnotho ziyalulama kancane kancane, okulindeleke ukuthi ziqhubekisele phambili isidingo sempahla kanye nokukhula kokuthengiswa kwamaloli asindayo. Ngakolunye uhlangothi, ukuthunyelwa kwamanye amazwe kuzoba yindawo entsha yokukhula embonini yamaloli asindayo kulo nyaka.
I-Southwest Securities inethemba ngabaholi bemboni abanokuqiniseka okuphezulu kokusebenza, njenge-China National Heavy Duty Truck Corporation, embikweni wayo wocwaningo. Ikholelwa ukuthi ngomnotho wasekhaya ozinzile nohle kanye nokuhlolwa okusebenzayo kwezimakethe zaphesheya ngamabhizinisi amakhulu amaloli anzima, imboni yamaloli anzima izoqhubeka nokululama esikhathini esizayo.
Isikhathi sokuthunyelwe: Novemba-24-2023
