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長城汽車(601633.SH)逼近漲停 H股大漲11% Q3業績大超預期
格隆匯 10-28 10:53
格隆匯10月28日丨長城汽車(601633.SH)一度漲停,報8.69元,目前漲幅為9.5%,H股大漲超11%,報6.09港元。財報顯示,長城汽車第三季度實現歸屬於公司股東的淨利潤14億元,同比增長506.82%,較2019年第二季度環比增長88.24%。同比及環比均大幅增長主要是由於公司銷量增長及成本控制能力進一步加強等因素所致。財通證券最新研報指出,長城汽車3季度月季大超預期的原因是量價齊升:公司Q3實現銷量23.1萬,同比增長12.4%,環比增長10.0%,受益於國內大部分地區國五國六切換完成,公司國六產品的盈利能力大於國五車型,單車提價約2000元,此外公司從2018年開始的降本工作也逐漸體現效果。銷量規模擴大+價格提升+成本降低共同導致了公司Q3季度業績大超預期。展望Q4,由於今年春節提前,渠道會增加備貨,預計Q4季度公司有望維持較高的銷量增速及較好的單車盈利水平。
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