廣汽(02238.HK):出現大規模價格戰可能性不大 但或有短期降價潮
廣汽(02238.HK)董事會秘書眭立表示,公司預計全年汽車市場規模可恢復至2019年水平。但同時,汽車市場由增量轉入存量競爭的趨勢愈加明顯,優勝劣汰速度加快,疫情因素加速了這一進程,因此,汽車市場分化嚴重,自主品牌中尤為明顯。
她指,出現大規模價格戰的可能性不大,市場有可能會出現短暫的降價潮,不會出現持續的價格戰。
她又指,集團正在深化科技企業轉型,構建創新生態體系。2020年研發投入超51億元人民幣,新增專利申請1,961件,其中發明專利823件,累計專利申請8,040件,其中發明專利2,753件,科技創新成果不斷湧現。自主研發能力不斷提升,自主發展根基得到進一步夯實。
在擴產方面,廣汽本田和廣汽豐田正不斷進行國內產能佈局,進一步擴大市場領先優勢。廣汽本田方面,增城工廠產能擴大建設項目二期產能12萬輛/年已於2020年2月開始投產,目前產能達到77萬輛;廣汽豐田正按計劃推進新能源車產能擴建項目一期及二期建設,預計2022年底前完成。
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