Ngorhatya lwe-13 ka-Okthobha, i-China National Heavy Duty Truck ikhuphe uqikelelo lwayo lokusebenza kwiikota ezintathu zokuqala zika-2023. ka-2023, ukunyuka konyaka-ngonyaka ngama-75% ukuya kuma-95%.Phakathi kwazo, ukusukela ngoJulayi ukuya kuSeptemba, inzuzo efunyenwe yinkampani engumzali ibe yi-146 yezigidi zeeyuan ukuya kwi-164 yezigidi zeeyuan, ukwanda okubalulekileyo kwe-300% ukuya kwi-350% unyaka nonyaka.
Inkampani yathi esona sizathu siphambili sokukhula komsebenzi siqhutywa zizinto ezinjengokuphucuka ngokubanzi kwemisebenzi yoqoqosho olukhulu kunye nokuphindaphindeka kwemfuno yeelori ezinzima zothutho, kudityaniswe nomfutho oqinileyo ogcinwe ngokuthumela ngaphandle, kunye nemeko yokubuyisela kwishishini lelori enzima. icacile.Inkampani iyaqhubeka nokuphucula umgangatho wemveliso kunye nokukhuphisana, ukukhawulezisa ukulungiswa kwemveliso, ukuphuculwa, kunye nokulungelelaniswa kwesakhiwo, ukuphumeza ngokuchanekileyo izicwangciso zokuthengisa, kunye nokufezekisa ukukhula okulungileyo kwimveliso kunye nomthamo wokuthengisa, ukunyusa inzuzo.
1, Iimarike zaphesheya ziba ligophe lesibini lokukhula
Kwikota yesithathu ka-2023, i-China National Heavy Duty Truck (CNHTC) igcine ukukhula okuqinileyo kwaye iqhubeka inyusa isabelo sayo semarike, idibanisa ngakumbi indawo yayo ekhokelayo kwishishini.Ngokutsho kwedatha evela kwi-China Automobile Association, ukususela ngoJanuwari ukuya kuSeptemba 2023, i-China National Heavy Duty Truck Group iphumelele intengiso ye-191400 iilori ezinzima, ukunyuka konyaka-ngonyaka we-52.3%, kunye nesabelo semarike ye-27.1%, ukunyuka. yepesenti ye-3.1 yamanqaku xa kuthelekiswa nexesha elifanayo ngo-2022, ibekwe ngokuqinileyo kwindawo yokuqala kushishino.
Kubalulekile ukuqaphela ukuba imakethi yaphesheya yeyona nto iphambili yokuqhuba ishishini lelori zaseTshayina, kwaye iQela leLizwe leLizwe leeLori elinzima laseTshayina linenzuzo ebalulekileyo kwimarike yaphesheya kweelwandle.Ukususela ngoJanuwari ukuya kuSeptemba, iphumelele ukuthunyelwa kwamanye amazwe kwiilori ze-99000 ezinzima, ukunyuka konyaka-ngonyaka kwe-71.95%, kwaye iqhubekile ukugcina amandla ayo.Ishishini lokuthumela ngaphandle libalelwa ngaphezulu kwe-50% yeentengiso zenkampani, ibe yindawo eyomeleleyo yokukhula.
Kutshanje, brand China ezizimeleyo ofiilori ezinzimabayiphucule kakhulu indawo yabo kwiimarike zaphesheya.Indibaniselwano yezinto ezifana nokunyuka kwemfuno yeziseko zophuhliso kuqoqosho olusahlumayo oluninzi, ukukhululwa kokusilela kwemfuno yezothutho engqongqo kwiimarike zaphesheya kweelwandle, kunye nokwanda kwempembelelo yeebrendi ezizimeleyo kunyuse kakhulu ukuthengiswa kweelori zasekhaya ezithwele umthwalo onzima.
I-GF Securities ikholelwa ukuba ukusukela kwisiqingatha sesibini sika-2020, ikhonkco lokubonelela likhokele ekubuyiseleni ithuba lokuphumelela lohlobo lwelori enzima yaseTshayina.Umlinganiselo wokusebenza kweendleko uxhasa ingqiqo yexesha elide yokukhula kokuthunyelwa kwempahla kwamanye amazwe, kwaye unxibelelwano lwelizwi lomlomo lungaqhubeka ukuba negalelo kwimpembelelo entle.Kulindeleke ukuba kugcinwe isantya esilungileyo kuMbindi kunye noMzantsi Melika kunye namazwe "eBelt kunye neNdlela", kwaye ngokuthe ngcembe ugqobhoze kwezinye iimarike, okanye ube ligophe lesibini lokukhula eligxininiswe ngamashishini ezithuthi zentengiso yaseTshayina.
2, Ulindelo oluhle lweshishini luhlala lungatshintshi
Ukongeza kwimarike yaphesheya kwezilwandle, izinto ezinjengokubuyiselwa koqoqosho, ukonyuka kokusetyenziswa, imfuno eqinileyo yezithuthi zegesi, kunye nomgaqo-nkqubo wokuhlaziywa kwesithuthi sesizwe sesine ubeke isiseko semarike yasekhaya, kwaye ishishini lisagcina ulindelo oluhle.
Ngokumalunga nophuhliso loshishino lwelori enzima kwikota yesine yalo nyaka nakwixesha elizayo, i-China National Heavy Duty Truck Corporation ivakalise ithemba elilindelekileyo ngexesha lotshintshiselwano lwamva nje nabatyali-zimali.I-China National Heavy Duty Truck Corporation (CNHTC) yachaza ukuba kwikota yesine, eqhutywa yimarike yezithuthi zegesi, umlinganiselo wezithuthi zokuhamba kwimarike yasekhaya uya kufikelela ngaphezu kwe-50%, kunye neenqwelo zegesi ezibalelwa kwinani eliphezulu.Kwixesha elizayo, umyinge wezithuthi ezitsalayo uya kunyuka ngokuthe ngcembe.Inkampani ikholelwa ukuba izithuthi zegesi ziya kuhlala zihamba phambili kwimarike kwikota yesine yalo nyaka kunye nekota yokuqala yonyaka ozayo, kwaye ziya kubonakala kwiimarike zetrektara kunye neelori.Amaxabiso erhasi asezantsi ezithuthi zerhasi azisa iindleko eziphantsi kubasebenzisi kwaye anyuse imfuno yokutshintshwa kwabasebenzisi abakhoyo bezithuthi zamafutha.Ngexesha elifanayo, imarike yemoto yokwakha iya kuphucula kwakhona kwikota yesine ngenxa yempembelelo yemigaqo-nkqubo yesizwe echaphazelekayo kwi-real estate kunye neeprojekthi zeziseko.
Ngokubhekiselele kwithemba lokubuyiswa kweshishini, i-CNHTC iphinde yathi ngokubuyela ngokuthe ngcembe koqoqosho lwentlalo ukuya kwimeko yesiqhelo, ukuphunyezwa kwemigaqo-nkqubo yozinziso lwezoqoqosho lwesizwe, ukubuyisela ukuzithemba kwabathengi kunye nokukhawuleza kokukhula kotyalo-mali olusisigxina kuya kuqhuba ukukhula koqoqosho. uzinzise.Uhlaziyo lwendalo oluziswe bubunini beshishini, ukukhula kwemfuno okuziswa kuzinziso kunye nokukhula koqoqosho olukhulu, kunye nokunyuka kwemfuno emva “kokuthengiswa kakhulu” kwemarike, kunye nezinto ezinjengokukhawulezisa uhlaziyo lwezithuthi kwinqanaba lesine uqoqosho lwesizwe kunye nokwandisa umlinganiselo wobunini bamandla amatsha kwinqanaba lesithandathu loqoqosho lwesizwe, kuya kuzisa ukongezwa okutsha kwimfuno yoshishino.Kwangaxeshanye, uphuhliso kunye neendlela zeemarike zaphesheya nazo zidlale indima entle yokuxhasa kwimfuno kunye nophuhliso loshishino.ilori enzimaimarike.
Amaziko ophando amaninzi anethemba ngokulinganayo malunga nethemba lophuhliso loshishino lwelori enzima.ICaitong Securities ikholelwa ukuba ukukhula konyaka nonyaka kwentengiso yeelori ezinzima ngo-2023 kulindeleke ukuba kuqhubeke.Kwelinye icala, iziseko zoqoqosho ziya zichacha ngokuthe ngcembe, ekulindeleke ukuba ziqhube imfuno yomthwalo kunye nokukhula kwentengiso yelori enkulu.Kwelinye icala, ukuthunyelwa kwempahla kumazwe angaphandle kuya kuba yindawo entsha yokukhula kushishino lwelori ezinkulu kulo nyaka.
I-Southwest Securities inethemba malunga neenkokheli zeshishini ezinokuqinisekiswa kokusebenza okuphezulu, njenge-China National Heavy Duty Truck Corporation, kwingxelo yayo yophando.Ikholelwa ukuba ngoqoqosho lwangaphakathi oluzinzileyo noluncumisayo kunye nokuphononongwa okusebenzayo kweemarike zaphesheya ngoshishino lwelori ezinkulu eziqhelekileyo, ishishini lelori ezinkulu liya kuqhubeka ukuchacha kwixesha elizayo.
Ixesha lokuposa: Nov-24-2023
