Car look forward to 3 quarterly reports ” exam paper ” glaoffset chainringcial fire is double day
In intense market competition falls, car look forward to is in because of yielding benefit again and again on one hand market end harvests pretty good echo, get on gain level however on the other hand not small challenge. The personage inside course of study expresses, car look forward to needs to be in fall this synergism while, exploration with ” the service is a center ” catenary of automobile industry value reframes brings -727379968 markets opportunity.
Take cold heat of the market that use a car not all
Latter, much home appears on the market truckload the enterprise handed over 3 quarters in succession ” exam paper ” . Among them, the car look forward to such as car of Biyadi, Great Wall, Chang’an car realized battalion to restrain the double growth with net profit; Car of wide steam group, east wind although battalion closes to grow somewhat, but net profit exceeds now to fall or deficit range expands; On car of science and technology of sail of steam group, Sailisi, force, numerous peaceful appeared battalion closes, net profit double falling situation.
On October 30 evening, 3 quarterly reports give Biyadi formally furnace. According to money newspaper, before the company 3 quarters realize business income four hundred and twenty-two billion two hundred and seventy-five million yuan, grow 58% compared to the same period; Implementation net profit twenty-one billion three hundred and sixty-seven million yuan, grow nearly 130% compared to the same period, outstanding achievement maintains high speed to rise situation. Among them, battalion of the 3rd quarter receives one hundred and sixty-two billion one hundred and fifty-one million yuan, grow 38.49% compared to the same period; Net profit ten billion four hundred and thirteen million yuan,
The backside that outstanding achievement high speed grows, cannot leave Biyadi to the technology innovate continuously and throw. Before 3 quarters, biyadi charge of research and development twenty-four billion nine hundred and thirty-eight million yuan, grow 129.42% compared to the same period, charge of research and development exceeds profit of net of the corresponding period considerably.
The 3 quarters outstanding achievement of Great Wall car also achieved the history new tall. Money newspaper shows, business income of the 3rd quarter amounts to Great Wall car forty-nine billion five hundred and thirty-two million yuan, grow 32.63% compared to the same period; Profit of net putting in a mother ‘s charge is 3.634 billion yuan, grow 41.94% compared to the same period; Buckle be not profit of net putting in a mother ‘s charge to achieve 3.058 billion yuan, annulus comparing grows 216.40% ; Growth of interest rate of wool of the 3rd quarter comes 21.66% , annulus comparing increases 4.25 percent.
In addition, the 3rd quarter also realizes Chang’an car battalion closes, of net profit growing compared to the same period, range of growth of its net profit is achieved 113.9% , become profit of the net in taking the company that use a car to grow the fastest car look forward to.
Differ with afore-mentioned car look forward to, regard home as the biggest automobile group, on the 3 quarterly reports that steam group released on October 26 show, face intense market competition, this company outstanding achievement is apparent bear pressure.
Money newspaper makes clear, steam group parts inside the quarter on obtain battalion to close with net profit 196.8 billion yuan with 4.3 billion yuan, decrease compared to the same period respectively 6.92% with 24.69% . Before this year 3 quarters, steam group achieves business gross earnings on five hundred and twenty-three billion three hundred and forty million yuan, with the corresponding period dropped last year 0.77% , profit of net putting in a mother ‘s charge 11.41 billion yuan, decrease compared to the same period 1 into.
Bring about on steam battalion camp closes and net profit in pairs drops advocate because be truckload of sales volume decrease. Before this year 3 quarters, on of steam group truckload sales volume decreases compared to the same period 10.42% , it is 3.38 million.
The circumstance of wide steam group is mixed on steam group is very similar. Money newspaper shows, the 3rd quarter, wide steam group realizes business income thirty-six billion and sixty-nine million yuan, grow 14.4% compared to the same period; Net profit 1.545 billion yuan, drop compared to the same period 33.18% . Before this year 3 quarters, battalion receives nine million seven hundred and sixty-five thousand six hundred yuan, rise compared to the same period 22.11% ; Net profit 4.511 billion yuan, drop compared to the same period 44.05% .
Glide compared to the same period in the light of net profit, wide steam group shows in money newspaper, basically be sales volume of joint ventures car glides compared to the same period, profit drops, bring about net profit to decrease compared to the same period wait for integrated be caused by.
Pressure of gain of car look forward to still bigger
The personage inside course of study says, in recent years, adjust as structural sex, the show that each cart look forward to takes the market that use a car especially in Chinese car market appears cold heat not all condition.
“In September, automobile industry business income 949.8 billion yuan, grow 4% compared to the same period; Operating costs eight hundred and twenty-one billion eight hundred and eighty million yuan, grow 5% compared to the same period; Profit total 42.4 billion yuan, drop considerably compared to the same period; Before 3 quarters, automobile industry profit margin 4.9% , opposite at profit margin of whole industry company the average level of 5.62% , automobile industry still on the low side. ” Cui Dongshu expresses secretary-general of the meeting that multiply couplet, cost of lithium of carbonic acid of early days upper reaches is exorbitant, bring about look forward to of car of new energy resources to produce cost tall, loss is bigger.
In fact, change of although Chinese car market is new technology, new model goes, dynamoelectric change, intelligence changes ceaseless breakthrough, exporting expression is to grow this world all the way more, but consumptive demand wave motion rises and fall, price competition is unusually intense, look forward to of car of new energy resources can gain person not much.
Chief tells a reporter related group of the vessel in component enterprise, this year is pressure a bigger year, on circuit of car of new energy resources, truckload the can be counted on one’s fingers that the company can profit. And component enterprise falls in same big environment, it is to get more the suffering of cost, truckload the company is right of component purchase the price to be pressed press again.
“Lithium price rose considerably last year cause loss of car look forward to, lithium price fell this year car look forward to still deficit, competitive environment brings about this more. ” of consolidate of director of research of industry of automobile of lucky silver-colored expresses to the reporter before this.
Chinese steam wagon flow connects the findings report that association issued a few days ago to show, first half of the year, many large-scale substantially new car depreciates, price disorder gobbled up car dealer this meager already gain. Agency loss scale is first half of the year 50.3% , gain scale is 35.2% , deficit range is in in recent years exalted.
Ai Rui of global management advisory company is platinic (AlixPartners) Dai Jiahui of controller of banquet of couplet of big area expresses, only at present company of a few electric car realizes gain, this is hold high as a result of batteries cost and produce can have not form dimensions to change bring about. Although can carry banner operation efficiency, electric car manufacturer also needs to achieve 400 thousand balance of year of profit and loss of implementation of sales volume ability.
The research report of Mai Ken stannum also points out, intelligence is dynamoelectric the one clique of car market is lively picture is to build go up in the foundation that overdraws badly to ability of gain of car look forward to: Dimensions of Chinese car city and profit all take global automobile industry 3 into the left and right sides, but 5% what the profit total of company of native land car is less than gross profit of global automobile industry however, form contrast. Frail gain ability, contuse not only investor enthusiasm, more look forward to of car of meeting block up is made long-term, can last competition ability.
Car value catenary remains to reframe
The expert inside course of study thinks, to automobile industry, promotion gain level needs to fall energetically on one hand this synergism, it is the new La Hai of catenary of devoted car value on the other hand, find new point of growth.
Concerned statistic data shows, at present after service of our country car is in the proportion in automobile industry complete lifecycle is inferior, occupy only 12% the left and right sides, car of new energy resources is less than 1% . Means of method of concept of traditional car after service, service, service is incommensurate the requirement that is center and digitlization transition with the client, be perfected urgently and change.
“Leader plant and component enterprise arrived to need the node of the change, besides purchase link beyond, incorporate technology the respect such as content shedding still has a lot of to fall the space of this synergism. ” chief tells a reporter related cropland of boreal steam blessing.
100 people meet Chinese electric car the vice-president holds secretary-general Zhang Yongwei concurrently to say frankly, the car is new technology spends highest industry thick and fast, but not be the industry with producer the bannerest type. Practitioner of enterprise of component of nicety of industry of a lot of chip, mobile phone discovers, automobile industry still is given priority to with traditional mechanization flow, manufacturing technological process improves a space tremendous.
Zhang Yongwei expresses, it is generalization, standardization above all, the component like partial function differs because of definition of car look forward to general without implementation; It is modular next, compositive change, the category that reduces a part and sort come true then fall this; This external use is digitlized produce enterprise interior and exterior supply a system complete get through, improve manufacturing efficiency.
The expert thinks, the car that digs golden new period is the new modes of life and relation to their environment that outspread value catenary is an industry, new La Hai, new point of growth. Chinese car market is transforming to mature market, with ” the service is a center ” industrial value catenary reframes will greet dimensions of -727379968 class market, car service is becoming the creation link that is worth at high price.
100 people can study Chinese electric car the report fork oilsays, the experience of the developed country shows, the value scale that mature car market makes occupies the 1/5 left and right sides of integral market dimensions, the service is occupied than exceeding 1/3, at present the service takes our country than close 1/10, make occupy than close 1/2. The increment that brings considering new energy resources and intelligent car serves business, predict ” 945 ” end, our country car serves dimensions to should exceed 5 trillion yuan, of car value catenary reframe the industrial circuit that will bring a huge amount.
In addition, data and service of car finance insurance, energy, news service, detect service, batteries reclaims use service, after service, digitlization steam to distribute a service, change one’s costume or dress content of service, new energy resources sheds service and zoology to serve a system ” internationalization ” it is the fractionize circuit that be well worth doing. (economic reference signs up for brave of king crane teach)
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