新能源汽車以資金換技術 恆大健康(00708.HK):2021年量產後財務將改善
3月30日,恆大健康(00708.HK)通過線上直播形式召開2019年全年業績發佈會。數據顯示,恆大健康多項核心指標穩健增長,不過2019年正式進軍的新能源汽車產業,當期錄得33.1億元淨虧損。

業績發佈會現場
恆大健康管理層對此迴應,新能源汽車業務出現虧損主要因為處於投入階段。報告期內,公司資金主要投往基地建設、設備、研發、股權收購、材料及製造費用等方面,同時新車未量產交付,兩者結合造成投入多、利潤少的局面,但這是階段性的、暫時性的。
據介紹,隨着恆馳1亮相,恆馳全系列產品從2021年陸續實現全面量產,屆時公司財務數據會有非常明顯的改善。
恆大健康管理層表示,公司前期通過資金投入,已快速完成新能源汽車全產業鏈佈局,縮短造車週期,實現“換道超車”。2020年3月3日,恆大新能源汽車和科尼賽克聯手打造的頂級新能源超跑Gemera全球首發,對絕大多數僅僅成立一年的新能源車企來説,這是難以完成的目標,但恆大做到了,這説明恆大用資本換技術、用資本換時間的發展策略行之有效。

恆大與Koenigsegg合作首款超跑Gemera
分析認為,汽車行業產業鏈長、回報週期長,拓展初期出現暫時性經營虧損亦屬正常情況,目前全球的新能源車企也普遍虧損。但相信隨着新車型的陸續投產及面市,恆大健康將實現扭虧為盈,併為業績實現高增長提供強大助力。
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