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中集車輛(01839.HK):前三季營收穩健增長至225.63億元 同比上升20%
格隆匯 10-26 17:26

格隆匯10月26日丨中集車輛(01839.HK)公佈三季報,2021年前三季度,集團營業收入穩健增長至人民幣225.63億元,同比上升20.0%;實現歸屬於上市公司股東的淨利潤人民幣7.86億元;在全球銷售各類半掛車、專用車上裝以及輕型廂式車廂體合計16.33萬輛╱台套,同比提升21.0%。

國內市場方面,集團積極研發及推廣新能源、智能化、數字化與輕量化的綠色產品,提升集團可持續發展的核心競爭力:(1)半掛車業務: 2021年前三季度,產品迭代與升級持續刺激需求,集團中國半掛車業務銷量與收入同比顯著上升26.5%及22.7%;(2)專用車上裝業務:2021年前三季度,集團聚焦運營的混凝土攪拌車與城市渣土車產品領先優勢進一步擴大,專用車上裝業務銷量與收入同比提升17.5%及16.5%;(3)輕型廂式車廂體業務(下稱“TB”業務):2021年前三季度,中國輕型廂式運輸車市場需求加速增長,集團前瞻性推出“太字節”品牌,專注於TB業務冷藏廂體和乾式廂體的生產與銷售

海外市場方面:2021年前三季度,集團於北美市場的半掛車業務收入同比增長8.6%。逐漸化解全球化逆風對集團帶來的影響,受益於北美市場本地化產線的優化以及迅速激增的市場需求,北美冷藏半掛車銷量同比大幅增長 178.5%;此外,集團把握歐洲半掛車市場迅速反彈的契機,進一步提升高端製造的產線與產能佈局。2021年前三季度,歐洲半掛車市場業務銷量與收入同比顯著增長40.9%及36.4%。

2021年7月8日,公司A股股份在深交所創業板上市,完成A+H 股上市。未來,集團將積極利用募集資金,加強創新驅動、實現數字化轉型,為進一步研發智能互聯型的半掛車產品和新一代的新能源冷藏配送車奠定良好的機制。在2025年之前,集團旨在全面實現“高端製造體系”和“管理新基建”,為中國的智能製造、高端製造再添新篇章。

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