You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中國重汽2025年一季度營收淨利雙增長 龍頭地位再鞏固
格隆匯 04-30 11:47

4月29日晚間,中國重汽(000951.SZ)發佈2025年一季報吿。在重卡行業整體承壓下,公司營收、淨利潤雙雙增長,表現出較強的經營韌性。一季度,公司實現營業收入129.1億元,同比增長12.97%;實現歸母淨利潤3.1億元,同比增長13.26%。

2025年以來,重卡市場呈現出回暖趨勢,但行業整體仍處於承壓狀態。據中汽協數據顯示,一季度重卡累計銷售26.5萬輛,累計同比下降2.81%。中國重汽在接受投資者調研時表示,目前的生產經營情況良好,產量和銷量同比依然保持增長態勢,總體好於行業水平。

作為重卡生產銷售龍頭企業,公司持續以市場需求為導向,通過加速技術迭代與產品結構優化升級,實現產品經濟性與動力性能的同步提升,進一步鞏固了市場領先地位。在天然氣重卡領域,公司抓住今年“以舊換新”政策把天然氣重卡納入補貼範圍的政策紅利,把握機遇,做好長期戰略佈局;在快速增長的新能源重卡領域,公司市佔率不斷提升,增速好於行業水平。出口是公司的傳統優勢領域,公司藉助重汽國際公司合理的海外市場佈局體系,市場份額繼續處於國內重卡行業前列。

此外,在企業運營管理上,公司始終朝着“流程精確化、數據精準化、管理精益化、成本精細化”的管理目標前進,精益化管理成效逐漸顯現。2025年一季度,公司對費用率管控優異,期間費用率下滑0.4個百分點。

市場分析,重卡市場正在以理性的態勢逐漸回暖,隨着國內基建、物流需求的全面釋放,重卡市場的回暖也將會有效持續。海通證券表示,2025年,中國重汽在國內重卡以舊換新政策、重卡高端化和物流運營精細化趨勢持續的環境下,有望維持長期增長動能。

 

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account