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雲內動力(000903.SZ):半年度預虧1.75億-2.25億元,虧損同比收窄
格隆匯 07-14 18:07

格隆匯7月14日丨雲內動力(000903.SZ)公佈,預計2023年半年度歸屬於上市公司股東的淨利潤為虧損1.75億元-2.25億元,上年同期為虧損3.12億元;扣除非經常性損益後的淨利潤為虧損1.93億元-2.48億元,上年同期為虧損3.40億元。主要原因為:

1、2023年上半年,商用車市場雖有一定回暖,但消費結構有所變化,價格較低的車輛得到市場的青睞,但本公司發動機所匹車型大多為中高端車型,市場需求疲軟;加之受國六B排放標準於2023年7月1日的實施,整車廠消化發動機庫存壓力的影響,導致商用車發動機市場競爭包括價格競爭更加激烈,公司產品銷量和銷售收入較去年同期出現小幅下滑。

2、多年以來,公司發動機產品在同行業中屬於中高端產品,發動機零部件成本較高,隨着市場競爭的白熱化導致發動機單台毛利較低,報吿期內公司經營利潤不能覆蓋日常經營費用,故淨利潤為負值。

3、報吿期內,公司通過不斷加大產品市場開拓,加快產品戰略轉型,混合動力總成等新產品已投放市場並取得良好的口碑,未來有望成為公司新的業績增長點。同時公司採取一系列措施優化內部管理,進一步調整產品結構,持續加大關鍵核心零部件採購成本的降本工作,整體虧損較上年同期所有減少。

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