長源東谷(603950.SH):半年度淨利潤預降60.10%到63.69%
格隆匯8月16日丨長源東谷(603950.SH)公佈,預計2022年半年度實現歸屬於上市公司股東的淨利潤為7075.92萬元到7775.92萬元之間,與上年同期相比,將減少11713.36萬元到12413.36萬元,同比減少60.10%到63.69%。
預計2022年半年度實現歸屬於上市公司股東的扣除非經常性損益的淨利潤為5324萬元到6024萬元,與上年同期相比,將減少13013.99萬元至13713.99萬元,同比減少68.36%到72.03%。
在各類宏觀經濟政策、排放標準切換等重大利好驅動下,中國商用車市場在2020年至2021年迎來一波爆發式增長,尤其是2021年上半年,車企抓住排放標準升級的機遇搶佔市場,銷售屢創歷史新高,終端需求被提前透支,國五車庫存高企,2021年7月全面實施國六排放標準後,2021年下半年開始,終端市場進入去庫存階段。
2022年上半年,受疫情反覆、物流不暢、經濟下行的影響,同時油價上漲,導致終端需求被抑制,市場表現持續低迷。與2021年上半年同期的高基數相比,公司訂單大幅減少,導致公司營業收入和淨利潤同比下降幅度較大。
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