Madzulo a October 13th, China National Heavy Duty Truck inatulutsa chiwonetsero chake cha machitidwe atatu oyambirira a 2023. Kampaniyo ikuyembekeza kupeza phindu lochokera ku kampani ya makolo ya yuan 625 miliyoni kufika ku 695 miliyoni yuan m'magawo atatu oyambirira a 2023, chaka ndi chaka kuti chiwonjezeke ndi 97%. Pakati pawo, kuyambira Julayi mpaka Seputembala, phindu lopezeka ndi kampaniyo linali 146 miliyoni yuan mpaka 164 miliyoni, kuwonjezeka kwakukulu kwa 300% mpaka 350% pachaka.
Kampaniyo inanena kuti chifukwa chachikulu chakukula kwa magwiridwe antchito kumayendetsedwa ndi zinthu monga kusintha kwa kayendetsedwe kazachuma komanso kufunikira kwa magalimoto onyamula katundu, kuphatikiza kukwera kwamphamvu komwe kumasungidwa ndi zotumiza kunja, komanso kuchira kwamakampani amagalimoto olemera ndizodziwikiratu. Kampaniyo ikupitiriza kupititsa patsogolo khalidwe la malonda ndi mpikisano, kufulumizitsa kukhathamiritsa kwazinthu, kukweza, ndi kusintha kwapangidwe, kugwiritsa ntchito njira zotsatsa malonda, ndikukula bwino pakupanga ndi kugulitsa malonda, kupititsa patsogolo phindu.
1, Misika yakunja imakhala njira yachiwiri yakukula
Mu kotala lachitatu la 2023, China National Heavy Duty Truck (CNHTC) idakula kwambiri ndikuwonjezera gawo lake pamsika, ndikuphatikizanso malo ake otsogola pamsika. Malinga ndi deta kuchokera ku China Automobile Association, kuyambira January mpaka September 2023, China National Heavy Duty Truck Group inapindula malonda a magalimoto olemera a 191400, kuwonjezeka kwa chaka ndi chaka cha 52,3%, ndi gawo la msika la 27.1%, kuwonjezeka kwa 3.1 peresenti poyerekeza ndi nthawi yomweyi mu 2022 mu 2022, mu 2022.
Ndizofunikira kudziwa kuti msika wakunja ndi womwe umayendetsa kwambiri magalimoto onyamula katundu ku China, ndipo China National Heavy Duty Truck Group ili ndi mwayi waukulu pamsika wakunja. Kuyambira Januwale mpaka Seputembala, idakwanitsa kutumiza kunja kwa magalimoto olemera a 99000, kuwonjezeka kwa chaka ndi chaka kwa 71.95%, ndipo idapitilizabe kukhalabe ndi mphamvu. Bizinesi yotumiza kunja imapitilira 50% yazogulitsa zamakampani, kukhala malo okulirapo.
Posachedwapa, China palokha zopangidwa wamagalimoto olemera kwambiriakweza kwambiri malo awo m'misika yakunja. Kuphatikizika kwa zinthu monga kuchuluka kwa kufunikira kwa zomangamanga kuchokera kumayiko omwe akutukuka kumene, kutulutsidwa kwazovuta zamayendedwe okhazikika m'misika yakunja, komanso kukwera kwachikoka chamakampani odziyimira pawokha kwachulukitsa kugulitsa kunja kwa magalimoto onyamula katundu wapanyumba.
GF Securities ikukhulupirira kuti kuyambira theka lachiwiri la 2020, mayendedwe othandizira atsogola pakubwezeretsanso mwayi wopambana wamtundu wamagalimoto olemera aku China. Chiŵerengero cha kagwiridwe ka ntchito ka ndalama chimathandizira malingaliro akukula kwa zotumiza kunja kwanthawi yayitali, ndipo kulumikizana kwapakamwa kumatha kupitiliza kuthandizira pazabwino. Akuyembekezeka kukhalabe ndi chiwongolero chabwino ku Central ndi South America ndi mayiko a "Belt and Road", ndikudutsa pang'onopang'ono misika ina, kapena kukhala njira yachiwiri yakukula yomwe imayang'aniridwa ndi mabizinesi aku China.
2, Zoyembekeza zabwino zamakampani sizisintha
Kuphatikiza pa msika wakunja, zinthu monga kuyambiranso kwachuma, kukwera kwa anthu ogwiritsa ntchito, kufunikira kwakukulu kwa magalimoto agasi, komanso ndondomeko yokonzanso galimoto yachinayi yapadziko lonse lapansi yayala maziko amsika wamsika, ndipo makampaniwa akadali ndi ziyembekezo zabwino.
Ponena za chitukuko chamakampani onyamula magalimoto olemetsa m'gawo lachinayi la chaka chino komanso mtsogolo, China National Heavy Duty Truck Corporation yawonetsa chiyembekezo chabwino posinthana posachedwapa ndi osunga ndalama. China National Heavy Duty Truck Corporation (CNHTC) yati mgawo lachinayi, motsogozedwa ndi msika wamagalimoto agasi, kuchuluka kwa magalimoto ogulitsa pamsika wapanyumba kudzafika pa 50%, pomwe magalimoto amagasi amawerengera kuchuluka. M'tsogolomu, chiwerengero cha magalimoto oyendetsa galimoto chidzawonjezeka pang'onopang'ono. Kampaniyo imakhulupirira kuti magalimoto a gasi adzakhalabe msika waukulu kwambiri mu gawo lachinayi la chaka chino ndi kotala loyamba la chaka chamawa, ndipo zidzawonetsedwa m'misika yonse ya thirakitala ndi yamagalimoto. Mitengo yotsika ya gasi yamagalimoto amafuta imabweretsa mtengo wotsika kwa ogwiritsa ntchito ndikuwonjezera kufunikira kwa m'malo mwa ogwiritsa ntchito magalimoto omwe alipo. Nthawi yomweyo, msika wamagalimoto omanga nawonso ukhala bwino mgawo lachinayi chifukwa cha zovuta za mfundo zadziko zokhudzana ndi malo ogulitsa nyumba ndi zomangamanga.
Ponena za chiyembekezo cha kuyambiranso kwamakampani, CNHTC inanenanso kuti pakubwerera pang'onopang'ono kwachuma chachuma kukhala chanthawi zonse, kukhazikitsidwa kwa mfundo zosiyanasiyana zokhazikitsira chuma cha dziko, kubwezeretsanso chidaliro cha ogula komanso kuthamangitsa kukula kwa chuma chokhazikika kudzayendetsa kukula kwachuma kuti kukhazikike. Kukonzanso kwachilengedwe komwe kumabwera chifukwa cha umwini wamakampani, kukula kwa kufunikira komwe kumabwera chifukwa cha kukhazikika kwachuma komanso kukula, komanso kufunikira kowonjezereka pambuyo pa "kuchulukirachulukira" kwa msika, komanso zinthu monga kufulumizitsa kukonzanso magalimoto mu gawo lachinayi la chuma cha dziko ndikuwonjezera kuchuluka kwa umwini wamagetsi atsopano mu gawo lachisanu ndi chimodzi lazachuma chadziko lonse. Nthawi yomweyo, chitukuko ndi zomwe zikuchitika m'misika yakunja zathandizanso pakufunika ndi chitukuko cha msika.galimoto yolemeramsika.
Mabungwe angapo ochita kafukufuku ali ndi chiyembekezo chofanana ndi zomwe zikuyembekezeka kukula kwamakampani amagalimoto olemera. Caitong Securities ikukhulupirira kuti kukula kwachaka ndi chaka kwa malonda olemera a magalimoto olemera mu 2023 akuyembekezeka kupitilira. Kumbali imodzi, zoyambira zachuma zikuchira pang'onopang'ono, zomwe zikuyembekezeka kuyendetsa kufunikira kwa katundu komanso kukula kwa malonda amagalimoto olemera. Kumbali inayi, kutumiza kunja kudzakhala malo atsopano okulirapo pamakampani onyamula magalimoto olemera chaka chino.
Southwest Securities ili ndi chiyembekezo chokhudza atsogoleri amakampani omwe ali ndi chitsimikiziro chogwira ntchito bwino, monga China National Heavy Duty Truck Corporation, mu lipoti lake la kafukufuku. Amakhulupirira kuti ndi chuma chokhazikika komanso chabwino chapakhomo komanso kufufuza kwachangu kwa misika yakunja ndi mabizinesi akuluakulu onyamula magalimoto olemera, makampani amagalimoto olemera apitiliza kuchira mtsogolomo.
Nthawi yotumiza: Nov-24-2023
