吉利(00175.HK):疫情已嚴重影響供應鏈 今年或為歷年來最艱難一年
吉利(00175.HK)在業績報告中作出展望,現存政治及經濟不明朗因素將繼續影響中國的乘用車需求。最近爆發的新型冠狀病毒疫情已嚴重影響公司供應鏈以及產量水平,對公司在2020年的營業額及盈利能力構成額外壓力。預期目前的不利因素將在短期內持續,2020年可能成為吉利集團歷年來最艱難的一年。
儘管如此,中國激烈的市場競爭並無減弱跡象,並將繼續於2020年對中國汽車製造商的銷售表現及盈利能力造成壓力。面對未來的巨大挑戰,吉利指應當堅持初心,維持戰略穩健,保持發展的步伐。集團將繼續通過引入更具競爭力的新能源和電氣化汽車產品,持續提高新能源和電氣化汽車的銷量佔比。新產品投放量將於未來數年維持高位,提供足夠動力令集團在中國汽車市場回復穩定後儘快恢復增長。
吉利指,鑒於現時中國乘用車市場存在不確定性,集團董事會初步將其2020年的銷量目標定為141萬部的水平(包括「領克」汽車之銷量目標),較去年總銷量增加約4%
公司指,2020年的資本開支預算約為68億人民幣,包括為新汽車平台及車型的研發以及現有工廠生產設施的擴建及升級提供資金,公司並無有關在國際資本市場集資的具體計劃或時間表。
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