許家印“造車夢”上半年交卷!毛虧6088萬元,恒馳5交付超過760輛,總負債757億元
隨着恒大系相繼在港股復牌,相應公司財務報表的披露也步入正軌。
昨日晚間,恒大汽車披露了今年上半年的業績。今日港股午間收盤,恒大汽車升1.18%,報0.86港元/股,總市值93.26億港元。

毛虧擴大
具體來看,今年上半年,恒大汽車營收1.54億元,2022年營收為2411萬元,同比增加540.98%,收入增加主要恒馳5開始銷售。

公吿顯示,上半年,恒大汽車專注恒馳5生產和交付,超過760輛交付。汽車及汽車零部件銷售額從2022年上半年的的28.5萬元增長1.13億元,提供技術服務產生的收入為2798萬元。
截至6月30日,恒大汽車延續直營+授權代理模式,已開設60加銷售門店,分佈於上海、廣州、天津、北京、深圳等33個重點城市。

毛利潤上半年虧損6088萬元,2022年虧損964萬元,虧損額同比增長531.54%,主要是因為電池及芯片等核心零部件價格上升、缺乏大規模生產使製造成本較高。
負債有所減少
公吿顯示,截至6月30日,恒大汽車總負債為756.92億元,此前2022年末的總負債為1839億元。
具體包括,借款269.97億元,較2022年底的259.85億元增加10.11億元。
恒大汽車介紹,部分借款由公司物業及設備、土地使用權、開發中物業及集團內若干附屬公司股本權益作出抵押,借款平均年利率7.1%。
此外,貿易及其他應付款422.73億元,較2022年底的307.96億元增加114.77億元。
涉及未能清償到期債務累計約93.41億元,逾期商票累計約35.91億元。

未來全力推進恒馳5的量產及交付
上個月,恒大汽車、總部位於阿聯酋迪拜的紐頓集團和許家印簽訂股份認購協議,紐頓集團以0.6297港元/股認購61.77億股,戰投約5億美元。
此前,恒大汽車透露,本次戰投所有資金將全部用於恒大汽車天津工廠,確保恒馳5的正常生產和恒馳6、7的陸續量產。此外,紐頓集團還將協助恒大汽車開拓海外市場,實現每年向中東出口3萬-5萬輛恒馳汽車。

同時,許家印、鑫鑫公司、丁玉梅女士、好邦公司以3.84港元/股認購恒大汽車股份,認購總金額208.95億港元,認購總金額將以債務抵消方式支付。

展望未來,恒大汽車將全力推進恒馳5的量產及交付,繼續為研發奠定穩固基礎。在加快研發核心技術以引領智能電動車技術研發的同時,繼續專注於新車型的研發。
同時,恒大汽車將致力推進改善天津製造基地的製造水平,提升質量系統,並確保高質量生產及交付。
在銷售方面,恒大汽車將進一步拓展銷售渠道,開創海外市場,並持續提升銷售及售後服務。
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