同比增長62% 濰柴動力(000338.SZ/02338.HK)單季度盈利創歷史新高
2021年4月29日晚間,濰柴動力(000338.SZ;2338.HK)公佈2021年第一季度報吿。報吿顯示,2021年一季度實現營業收入654.7億元,同比增長67.9%;歸母淨利潤33.4億元,同比增長62%,超過3月30日披露的業績預吿上限,單季度盈利創歷史新高。
表1 2019年至今合併層各季度歸母淨利潤走勢圖

動力總成盈利顯著增強
母公司實現淨利潤28.7億元,同比增長53%;毛利率達26%,同比增長約1個百分點,環比2020年全年增長2.4個百分點。
表2 2019年至今母公司各季度毛利率走勢圖

智能物流盈利超預期
智能物流業務實現營業收入23.8億歐元,同比增長17%;淨利潤1.37億歐元,同比增長102%,環比2020年4季度增長75%,較2019年一季度增長47%。
表3 2019年至今凱傲各季度淨利潤走勢圖

得益於多業務協同發展,濰柴動力盈利能力強勢回升,一季度業績超於預期,取得開門紅,釋放未來持續高質量增長積極信號。
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