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中集車輛(01839.HK)全年純利升5.9%至12.11億元 末期息0.45元派息率達60%
格隆匯 03-25 23:41

格隆匯3月25日丨中集車輛(01839.HK)公佈,截至2019年12月31日止年度,集團實現年內利潤13.26億元人民幣(單位下同),同比增長7.7%;公司擁有人應占利潤12.11億元,同比增長5.9%;基本及攤薄每股盈利0.75元,擬派末期股息每股0.45元,派息率達60%。

報告期內,集團在全球銷售各類半掛車11.77萬輛,在中國銷售城市渣土車和水泥攪拌車上裝總計4.63萬台套,在中國銷售冷藏廂式車4455台套,在全球實現半掛車和專用車零部件銷售15.01億元。

2019年,中國專用車上裝業務整體表現亮眼,實現全年收入73.77億元,較去年同比增長10.9%。中國專用車上裝業務中,專用車上裝生產與銷售的毛利率達至20.1%。中集車輛於2019年共銷售了2.10萬台水泥攪拌車,連續三年排名中國銷量第一。

冷凍食品運輸和生鮮食品冷鏈配送開始呈現快速增長勢頭,帶動中國冷藏廂式車的廂體生產和整車銷售業務表現。中集車輛旗下山東中集車輛是中國領先冷藏廂式車製造企業,引進了北美冷藏半掛車的先進制板技術,在中國尚屬首創。

2019年中國半掛車業務因中國政府加快了治理“超限和超載”運輸行為,推動了符合第二代半掛車的需求增長,也有力地提升了中國半掛車業務的毛利率至11.7%。

北美當地生產的廂式半掛車業務穩中有升,實現營業收入23.27億元;冷藏半掛車業務嚴控關税激升衝擊,貫徹當地製造當地營銷策略,實現營業收入13.44億元,創歷史新高。歐洲半掛車業務總收入為20.35億元,同比略增1.9%。其中,經過數年有效整合生產歐洲罐車LAG公司,則實現連續三年的盈利。

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