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宇通客車4月客車銷售大降51%,券商料將出現反彈
格隆匯 05-06 18:58

今日盤後,宇通客車(600066.SH)發佈4月份產銷數據快報。據快報顯示,公司4月份銷量為2774輛,同比下降50.66%;今年前四個月累計銷量為7930輛,同比下降51.05%。

(圖源:公司公告)

截至今日收盤,宇通客車股價報12.98 元,小幅下跌0.46%,對應總市值287.37億元。今年以來,公司股價累計跌幅為9%。

(圖源:同花順)

認真算上來,宇通也已不是第一次"翻車"。上月底,公司便披露了第一季業績報告。據披露,其共錄得營收28.08億元,同比下滑41.97%;淨利潤為虧損1.43億元,公司上年同期淨利潤為盈利3.11億元。

宇通解釋,其第一季內營業收入下滑主要是受銷量下滑、整車收入、單車固定成本增加所致。另外,新冠肺炎疫情將對公司年初至下一報告期期末的淨利潤產生不利影響。

而宇通客車亦不是唯一受困於行業的客車製造商。金龍汽車3月份生產量3740輛,同比減少27.34%;當月客車銷售量2293輛,同比減少50.17%;第一季內則合共生產客車8391輛,同比減少19.17%;累計客車銷售量7934輛,同比減少26.58%。

正是由於行業承壓,今年年內A股客車板塊集體遇冷。除上文提到的宇通客車外,亞星客車、金龍汽車均跌逾30%。

(圖源:同花順iFinD)

中信證券認為,隨着今年有關補貼政策在之後落地,預計宇通客車全年銷量會呈現前低後高。今年1月10日-12日,中國電動汽車百人會在北京舉行,釋放諸多行業利好信號。年初受疫情影響,補貼政策仍未落地,客車行業景氣較低。預計國家新能源汽車補貼政策有望在近期發佈,進而帶來行業預期提升。綜合考慮新冠肺炎與補貼政策的影響,預計公司全年客車銷量之後會出現回升。

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