又炒錯了?“國民神車”飆升60%,地攤之後傍上新能源,到底啥關係?
來源:新浪港股
五菱汽車再度飆升,上次因為炒地攤概念,公司股價連續暴漲,近期五菱宏光新能源車宏光MINI EV8月銷量高居第二,今日五菱汽車一度暴漲超60%,一日市值飆升逾6億港元。
五菱宏光近日推出新款A00級新能源車宏光MINI EV,續航120-170km,最高車速100km/h,售價僅為2.88萬-3.88萬元,7月銷量達到7348輛,8月銷量達到1.5萬輛,9月銷量達20150輛,上市即成爆款,是全球銷量最快破萬的小型新能源車。目前宏光MINI EV單月銷量突破兩萬輛,隨着產能爬坡有望進一步提升銷量。
宏光Mini EV是上汽通用五菱旗下首款四座新能源汽車,售價在2.88萬元至3.88萬元之間,匹配了廣大人民羣體都消費水平。

新浪港股查詢發現,五菱汽車主要業務為於中國從事汽車發動機、配件及專用汽車之製造及銷售業務。五菱汽車曾被評為“國民神車”。2002年,五菱汽車與上汽集團、美國通用汽車達成合作,並依靠低價策略迅速崛起。
近年來,五菱汽車逐漸走下“神壇”。公司連續三年營收下滑,2020年中期公司淨利巨幅下滑6429%,從2018年底的1.7億淨利轉為淨虧近2億港元。

新浪港股查詢發現,該款車為上汽五菱生產。上汽五菱和港股五菱汽車關係如下:
1、上汽五菱為五菱汽車(港股上市公司)發動機及汽車零部件的重要客户。根據2020年中期業績,五菱汽車向核心客户上汽通用五菱的銷售共計約為人民幣6.13億元,較2019年同期上升66.2%。
2、港股五菱汽車是上汽五菱的股東。上汽五菱為上汽集團、通用集團與廣西汽車的合營企業,廣西汽車持股在6%左右(柳州微型汽車為廣西汽車100%持股)。其中,廣西汽車為五菱汽車(港股上市公司)的控股股東,持股60%。

3、港股五菱有上汽五菱的改裝車業務。根據廣西汽車官網,廣西汽車有三大業務,整車業務(主要是改裝車)、發動機及零部件。2007年,集團以存續的汽車零部件、發動機和專用車業務與香港上市公司合資,成立了中外合資企業“柳州五菱汽車工業有限公司”,成功實現主業境外上市。
也就是説本次炒作的五菱汽車是上汽五菱的關聯企業和重要客户。
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