广汽(02238.HK):出现大规模价格战可能性不大 但或有短期降价潮
广汽(02238.HK)董事会秘书眭立表示,公司预计全年汽车市场规模可恢复至2019年水平。但同时,汽车市场由增量转入存量竞争的趋势愈加明显,优胜劣汰速度加快,疫情因素加速了这一进程,因此,汽车市场分化严重,自主品牌中尤为明显。
她指,出现大规模价格战的可能性不大,市场有可能会出现短暂的降价潮,不会出现持续的价格战。
她又指,集团正在深化科技企业转型,构建创新生态体系。2020年研发投入超51亿元人民币,新增专利申请1,961件,其中发明专利823件,累计专利申请8,040件,其中发明专利2,753件,科技创新成果不断涌现。自主研发能力不断提升,自主发展根基得到进一步夯实。
在扩产方面,广汽本田和广汽丰田正不断进行国内产能布局,进一步扩大市场领先优势。广汽本田方面,增城工厂产能扩大建设项目二期产能12万辆/年已於2020年2月开始投产,目前产能达到77万辆;广汽丰田正按计划推进新能源车产能扩建项目一期及二期建设,预计2022年底前完成。
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