吉利汽車(00175.HK)桂生悅:面對三大自身不足 料下半年盈利大幅改善受惠多款旗艦車型推出
吉利汽車(00175.HK)行政總裁桂生悅在業績發佈會上提出了吉利汽車目前存在的三點不足。
第一是品牌建設不足。他指,吉利造車至今已歷經30年,期間中國汽車市場發生翻天覆地變化,在品牌建設上吉利汽車仍存在很多不足。對汽車產品而言,汽車駕駛體驗以及用戶購買後的感受都非常重要。對汽車品牌建設具有重大意義;特別在智能化快速發展的年代,如果不向用戶透露產品未來發展計劃,客觀上就剝奪用戶知情權和選擇權,用戶就會有被背刺感覺。
第二是出口業務。桂生悅表示,出口下滑有多方面原因,既有出海組織架構、市場調研和產品短缺等原因,也有產品銷售的結構性的原因。但無論如何,上半年出口下滑與友商相比有所落後,也與吉利汽車在中國本地市場快速增長的地位不相配,是吉利汽車最大的短板。
桂生悅稱,吉利汽車爲此在過去幾個月調整組織架構,建立海外市場的快速響應體系,同時也佈局大量的渠道,相信下半年隨着新車面世,海外銷量較上半年會有大幅增長,全年出口量也會出現按年增長。
第三是盈利存在短板。桂生悅表示,今年上半年出現近幾年罕見的單車銷售均價下滑。桂生悅表示,吉利汽車高端品牌銷量的增速有所放緩,與吉利汽車整體的發展速度同樣不相配。不過他同樣相信,隨着領克900的進一步熱銷和極氪9X、吉利銀河M9等旗艦車型的上市,下半年能夠得到大幅改善。
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