Manheru emusi wa13 Gumiguru, China National Heavy Duty Truck yakaburitsa fungidziro yekushanda kwayo kwezvikamu zvitatu zvekutanga zve2023. Kambani iyi inotarisira kuwana purofiti inoenderana nekambani yevabereki ye625 miriyoni yuan kusvika 695 miriyoni yuan muzvikamu zvitatu zvekutanga zve2023, gore-on-gore kuwedzera ne57%. Pakati pavo, kubva munaChikunguru kusvika Gunyana, purofiti yakaitwa nekambani yevabereki yaive 146 miriyoni yuan kusvika 164 miriyoni yuan, kuwedzera kukuru kwe300% kusvika 350% gore negore.
Iyo kambani yakataura kuti chikonzero chikuru chekukura kwekuita kunotungamirwa nezvinhu zvakaita sekuvandudzwa kwese kwekushanda kwehupfumi uye kudzokororwa mukudiwa kwemarori anorema, akasanganiswa nekusimba kwakasimba kunochengetwa nekutengesa kunze kwenyika, uye mamiriro ekudzoreredza eiyo indasitiri yemarori anorema ari pachena. Iyo kambani inoramba ichivandudza kunaka kwechigadzirwa uye kukwikwidza, kukurumidza kugadzirisa chigadzirwa, kusimudzira, uye kugadzirisa zvimiro, kushandisa nemazvo nzira dzekushambadzira, uye kuwana kukura kwakanaka mukugadzira uye kutengesa huwandu, zvichiwedzera purofiti.
1, Misika yekumhiri kwemakungwa inova yechipiri kukura curve
Muchikamu chechitatu chegore ra2023, China National Heavy Duty Truck (CNHTC) yakaramba ichikura yakasimba uye yakaramba ichiwedzera chikamu chayo chemusika, ichiwedzera kusimbisa chinzvimbo chayo chekutungamira muindasitiri. Zvinoenderana nedata kubva kuChina Automobile Association, kubva muna Ndira kusvika Gunyana 2023, China National Heavy Duty Truck Group yakawana kutengesa kwemarori anorema 191400, kuwedzera kwegore negore kwe52.3%, uye chikamu chemusika che27.1%, kuwedzera kwe3.1 muzana zvichienzaniswa nenguva yakafanana mu2022 yekutanga.
Izvo zvakakosha kuti tizive kuti musika wemhiri kwemakungwa ndiyo inonyanya kutyaira yeChina inorema-basa rori indasitiri, uye China National Heavy Duty Truck Group ine mukana wakanyanya kukosha mumusika wekunze. Kubva munaNdira kusvika munaGunyana, yakawana kutengeswa kunze kwenyika kwe99000 inorema-marori, gore negore kuwedzera kwe71.95%, uye yakaramba ichichengetedza simba rayo. Bhizinesi rekutengesa kunze kwenyika rinodarika makumi mashanu muzana ekutengesa kwekambani, ichiva nzvimbo yakasimba yekukura.
Munguva ichangopfuura, China yakazvimirira mhando dzemarori anoremavakavandudza zvakanyanya nzvimbo yavo mumisika yemhiri kwemakungwa. Iko kusanganiswa kwezvinhu zvakaita sekuwedzera kudiwa kwezvivakwa kubva kune akawanda hupfumi huri kusimukira, kuburitswa kwemashure ekuomarara kudiwa kwekufambisa mumisika yekunze, uye kuwedzera kwesimba remhando dzakazvimirira kwakawedzera zvakanyanya kutengesa kunze kwenyika kwemarori epamba anorema.
GF Securities inotenda kuti kubva muhafu yechipiri ya2020, ketani yekugovera yakatungamira mukudzoreredza mukana weiyo inorema marori brand yeChina. Mutengo wekuita reshiyo unotsigira iyo yenguva refu yekuwedzera kunze kwenyika pfungwa, uye izwi rekutaura nemuromo rinogona kuramba richibatsira kune yakanaka maitiro. Zvinotarisirwa kuchengetedza kusimba kwakanaka muCentral neSouth America uye ne "Belt and Road" nyika, uye zvishoma nezvishoma kupaza nepakati pemamwe misika, kana kuve yechipiri yekukura curve inotariswa nemaChinese brand commercial mota mabhizinesi.
2, Tarisiro yakanaka yeindasitiri inoramba isina kuchinjika
Pamusoro pemusika wekunze, zvinhu zvakaita sekudzoreredza hupfumi, kuwedzera kwekushandisa, kudiwa kwakasimba kwemotokari dzegasi, uye mutemo wekuvandudza yemotokari yechina yakateya hwaro hwemusika wepamba, uye indasitiri ichiri kuchengetedza tarisiro yakanaka.
Nezve kuvandudzwa kweindasitiri yemarori anorema muchikamu chechina chegore rino uye mune ramangwana, China National Heavy Duty Truck Corporation yakaratidza tarisiro ine tariro panguva yekuchinjana kuchangobva kuitika nevaisi vemari. China National Heavy Duty Truck Corporation (CNHTC) yakataura kuti muchikamu chechina, ichityairwa nemusika wemotokari yegasi, chikamu chemotokari dzinotakura mumusika wepamba chichasvika pamusoro pe50%, nemotokari dzegasi dzichiverengera chikamu chepamusoro. Mune ramangwana, chikamu chemotokari dzekutakura chichawedzera zvishoma nezvishoma. Iyo kambani inotenda kuti mota dzegasi dzicharamba dziri huru yemusika muchikamu chechina chegore rino uye chikamu chekutanga chegore rinouya, uye icharatidzwa mumisika yese yetirakita nemarori. Mitengo yakaderera yegasi yemotokari dzegasi inounza mutengo wakaderera kune vashandisi uye inowedzera kutsiva kudiwa kwevanoshandisa mota dzemafuta. Panguva imwecheteyo, musika wemotokari yekuvaka uchavandudzawo mukota yechina nekuda kwekukanganisa kwemitemo yenyika pazvivakwa nemapurojekiti ezvivakwa.
Nezve tarisiro yekudzoreredza kwemaindasitiri, CNHTC yakataurawo kuti nekudzoka zvishoma nezvishoma kwehupfumi hwemagariro kune zvakajairika, kuitwa kweakasiyana siyana ezvekudzikamisa hupfumi hwenyika, kudzoreredzwa kwekuvimba kwevatengi uye nekukasira kweakagadziriswa hupfumi hwekudyara kuchaita kuti kukura kwehupfumi kugadzikane. Kuvandudzwa kwechisikigo kwakaunzwa nemuridzi weindasitiri, kukura kwekuda kwakaunzwa nekudzikama kwehupfumi uye kukura, uye kudzokororwa kwechido mushure mekutengesa kwemusika, pamwe nezvinhu zvakaita sekumhanyisa kuvandudzwa kwemotokari muchikamu chechina chehupfumi hwenyika uye kuwedzera chikamu chesimba idzva remuridzi muchikamu chechitanhatu chehupfumi hwenyika. Panguva imwecheteyo, kusimukira uye mafambiro emisika yemhiri kwemakungwa akaitawo basa rakanaka rekutsigira mukudiwa nekusimudzirarori inoremamarket.
Mazhinji masangano ekutsvagisa ane tarisiro yakaenzana nezve tarisiro yekusimudzira yeindasitiri yemarori anorema. Caitong Securities inotenda kuti gore-pa-gore maitiro ekutengesa marori anorema muna 2023 anotarisirwa kuenderera mberi. Kune rimwe divi, zvakakosha zvehupfumi zviri kupora zvishoma nezvishoma, izvo zvinotarisirwa kufambisa kudiwa kwekutakura uye kukura kwekutengesa kwemarori. Kune rimwe divi, kutengesa kunze kwenyika kuchava nzvimbo itsva yekukura kune inorema indasitiri yemarori gore rino.
Southwest Securities ine tarisiro pamusoro pevatungamiriri vemaindasitiri vane chokwadi chepamusoro chekuita, senge China National Heavy Duty Truck Corporation, mumushumo wayo wekutsvagisa. Inotenda kuti nekugadzikana uye kwakanaka kwehupfumi hwepamba uye nekutsvagisa kwakasimba kwemisika yemhiri kwemakungwa nemabhizinesi makuru emarori anorema, indasitiri yemarori anorema acharamba achidzoka mune ramangwana.
Nguva yekutumira: Nov-24-2023
