恒大健康(00708.HK)造车亏损20亿背后巨额研发投入巩固世界最顶尖技术优势
格隆汇8月9日丨恒大健康(00708.HK)发布盈利预警,由于新能源汽车业务研发等相关费用及利息支出大幅增加,预计上半年录得约20亿元人民币亏损,而公司的健康管理业务仍保持稳定发展。
分析人士指出,新能源汽车属于资金密集型产业,尤其在技术研发的巨额投入,导致许多车企在前期都面临着亏损问题。以行业巨头特斯拉为例,上市以来已连续亏损9年,今年上半年净亏损超11亿美元,其中研发支出高达9.8亿美元。即便如此,特斯拉仍获资本市场看好,上市以来股价涨了13倍,市值一度超越福特和菲亚特等美国老牌车企。
自今年初以来,恒大健康已构建了覆盖整车研发制造、动力电池、电机电控的全产业链,拥有世界最先进的新能源汽车技术,巨额的研发投入将进一步巩固恒大健康的技术优势。未来,随着新车型陆续实现量产上市,新能源汽车业务将推动恒大健康业绩强劲增长。
此外,母公司中国恒大(03333.HK)的良好业绩,无疑是恒大健康拓展新能源汽车布局的底气所在。今年前7月,恒大实现销售额人民币3223亿元,全年有望实现人民币6000亿元销售。凭借着世界最顶尖造车技术及强大的资本实力,相信恒大提出的“3-5年成为世界规模最大、实力最强的新能源汽车集团”目标有望顺利实现。
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