中集車輛2023年實現大步跨躍:營收250.87億 淨利潤同比大升120%
3月21日晚間,作為全球領先的半掛車與專用車高端製造企業、中國道路運輸裝備高質量發展的先行者、中國新能源專用車領域的探索創新者,中集車輛(301039.SZ/01839.HK)發佈2023年度報吿,全年業績捷報頻傳、再攀高峯,實現大步跨越,跨洋經營與中國業務齊頭並進。

年報數據顯示,中集車輛2023年實現營收250.87億元(單位:人民幣,下同),同比增加6.21%;實現歸屬於上市公司股東的淨利潤24.56億元,同比顯著提升119.66%;實現歸屬於上市公司股東的扣除非經常性損益的淨利潤15.53億元,同比大幅增長69.68%,創歷史新高;毛利率提升至18.96%,提升5.68個百分點;總資產與歸屬於上市公司股東的淨資產分別達238.38億元及154.47億元,較2022年分別提升7.29%及15.62%;經營性淨現金流達17.90億元,大幅提升55.14%;基本每股收益達1.22元,同比增長121.82%;加權平均淨資產收益率達17.93%,同比提升8.75個百分點。公司在全球銷售各類車輛合計13.90萬輛/台套。
2023年全面開啟第三次創業後,中集車輛堅持跨洋經營,各業務或集團整體經營表現亮眼。其中,星鏈燈塔先鋒集團部署"星鏈計劃",鞏固國內市場基本盤,大力開拓"一帶一路"市場,收入達45.22億元,毛利率同比提升1.34個百分點,在國內半掛車的市佔率連續五年全國第一。強冠業務集團挖掘細分市場機會,拓寬出海之路,並啟動新能源頭掛列車一體化產品研發,業績表現強勁,收入達49.08億元,同比提升35.00%。混凝土攪拌車銷量已連續七年全國第一,在全球罐車市場保持領先地位。北美業務積極落地"深空探索計劃",構建"共享式窄帶進化"新發展格局,盈利保持增長態勢,收入達107.76億元,毛利率同比提升。歐洲業務持續優化製造流程與價值流,降本增效,逆勢增長,收入達30.24億元,同比上升15.39%,毛利率同比提升5.48個百分點。渣土車及重型載貨車業務進行組織重塑,完成建制,積極推廣新能源產品,搶佔市場份額,收入達7.07億元,城市渣土車的中國市場佔有率提升至15.55%。"好頭牽好掛"、"好馬配好鞍"、"好車配好罐"的三好發展已成為中國商用車高質量發展的一次可貴的戰略探索。

值得一提的是,面對日益複雜的大環境,中集車輛以實際行動轉換思維,執行"星鏈計劃",探索更精細、更有韌性、更有質量的增長方式。"星鏈計劃"通過整合7家半掛車工廠資源,打通採購、生產、流通、分配和消費的環節,形成市佔率、銷售和利潤的跨越式提升,打造供給側改革標杆、高質量發展典型和雙輪驅動範例。目前,"星鏈計劃"已全面邁入執行階段。
展望未來,中集車輛將堅定以推動"星鏈計劃",促進"三好發展"為第一要務,堅持"跨洋運營,當地製造",打造"穩捷性"組織,繼續推動新能源頭掛一體列車的商業化進程,構建新發展格局,加快鍛造新質生產力,實現高質量發展,橫渡第三次創業的星辰大海。

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