一圖看懂中集車輛(01839.HK)2020年度業績
3月25日晚，全球半掛車和專用車高端製造領導者中集車輛(01839.HK)公佈了2020年度業績。報吿期內，公司實現收入合計人民幣262.5億元，同比增長13.0%，創歷史新高。
具體業績如何將以一圖為您展示。
半掛車業務方面，公吿顯示，2020年，中集車輛中國市場半掛車收入74.5億元，同比增長達45.8%。收入大增的同時，中集車輛中國市場半掛車業務毛利率也在逐年提升：2018年毛利率11.2%；2019年毛利率11.7%；在高端製造體系初成規模的2020年，中國市場毛利率進一步提升到13.6%。
其中，中國市場廂式半掛車受惠“先鋒系列”數模化設計及“新營銷及新零售”的創新模式，銷量同比提升154.9%至1.8萬輛；中國罐式半掛車採用輕量化核心技術生產的產品，獲客户普遍認可，加上“燈塔”工廠的規模生產優勢，罐式半掛車銷量較去年提升32.8%至2.1萬輛。
海外半掛車中國市場收入大增的同時，中集車輛也抓住了下半年海外市場恢復的機會，並藉機擴大在海外的競爭優勢。下半年，北美半掛車業務恢復良好，收入下滑顯著收窄；歐洲半掛車市場領先地位穩固。
在專用車上裝業務方面，2020年，中集車輛專用車上裝收入達101.6億元，同比增長37.8%。尤其是智能環保型水泥攪拌車，2020年度銷售達2.9萬台，再創歷史新高。根據中國汽車工業協會專用車分會公佈數據，中集車輛的水泥攪拌車銷量已連續四年於中國市場排名第一。
在冷藏廂式車廂體方面，憑藉高保温性能，以及輕量化等優勢，2020年中集車輛一舉實現冷藏廂式車廂體銷量6049台，同比增長35.8%；毛利率達到23.0%，同比提升7.9個百分點。
預計隨着關於冷藏車的相關政策和標準陸續出台，不合規的冷藏車將逐步退出市場，冷藏廂式車廂體業務將成為中集車輛的新業務增長點。同時，中集車輛目前也順勢在鎮江和江門建設裝備新技術的冷藏廂式車廂體產線，使公司在未來行業高速增長過程中，獲得更大的競爭優勢。
未來中集車輛將致力於將全面打造高端製造體系，實現在國內外雙循環經濟下獨樹一幟，在跨洋經營再攀高峯。
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