2024上半年,长城汽车销量发扬与预期,出入甚远;但这场争夺,魏建军拿下盈利胜过扫数。
6月底,魏建军率队到“8D城市”——重庆,直播测试魏牌蓝山智驾版的长城全场景NOA,奈何野蛮山城的奇幻说念路。在直播中,魏建军再次谈及如今中国汽车阛阓竞争。“咱们根柢就不怕竞争,咱们怕的是不公说念竞争!”他觉得,当今一些车企大BOSS敕令的“卷”,是不正大、不公说念、弄虚乌有的“卷”。“唯有竞争是透明的,咱们愿赌服输!”
1、有所为,有所不为
5月10日,魏建军在长城汽车鼓吹大会上说:“有所为,有所不为”。示寂严重的,端正销售,或者不作念、少作念;不亏、微亏或者利润较高的,跋扈实际。
对扫数中国车企,当下要活下去,且要留得青山在,不在“内卷”的阛阓“卷”得血肉空泛才是真谛。
6月,坦克销量为2.61万辆;上半年累计销量超11.6万辆,同比增长约99%,品牌销量孝敬率超20%,卓绝长城皮卡,成为长城汽车第二大销量复旧。
上半年长城皮卡销量有5个月同比下降,其中最高单月降幅超39%;上半年累计销量9.19万辆,同比下降10.41%。
2、销量增长乏力,半年发扬不足预期
7月1日,长城汽车公布6月产销快报,本年上半年,长城汽车累计销售55.97万辆,同比增长7.79%,月均销量不足10万辆。
「图片起原:长城汽车2024年6月产销快报」
另据乘联会数据,本年上半年,中国狭义乘用车累计批发销量同比增长6.1%,零卖则仅有3.3%。固然举座销售发扬好于昨年同期,增速跑赢大盘,但关于长城汽车,上半年仅完成上市公司给出全年190万辆销量主张的29.46%。这意味着下半年,长城汽车平均每月要销售超22.5万辆,才有可能竣事这一主张。长城汽车目下想竣事全年销售任务,无异于《蜀说念难》中的“难于上苍天”。更况且,其单月销量发扬也并不雄厚。
比拟之下,长城汽车6月销量同比下降6.55%(乘联会口径下降6.4%)突显其销量增长乏力,让其在老本阛阓出现回荡。
「图片起原:乘联会」
公布产销数据后,长城汽车A股7月2日股价下落2.22%,报收24.72元/股。尔后三个交往日,其股价一起下行。7月首周,长城汽车A股遭逢五连跌。长城汽车港股发扬相对略好,固然销量发布后首日出现下降,但死心7月8日,股价已回升至11.92港元。不外,包括东吴证券、民生证券、国投证券在内的多家券商,倒是对长城汽车上半年的事迹示意细则。机构无数觉得,长城汽车出口趋势向好,故意于长城汽车异日盈利智力擢升,区别给出“买入”、“保举”、“增捏”或“捏续关爱”等评级。3、哈弗玩不转营销?
无论是单月销量照旧上半年的举座发扬,哈弗品牌依然无愧长城汽车的国家栋梁。
4、Views of AutosKline
把柄目下长城汽车表示的居品盘算推算,下半年将会有坦克800、魏牌全尺寸SUV、欧拉全新中大型轿车等接续上市。仅仅从这些新品的定位看,好像更多的作用是擢升品牌价值,而非撑起销量。
这么的增长速率,比拟祥瑞汽车、奇瑞汽车区别高达117%和181.5%的同期增速,赫然还有很大的擢升起间。
翰墨为【汽车K线】原创,部分图片起原于累积,版权归原作家扫数。本号著作,未经授权,不得转载,违者必究。同期,著作实质不组成对任何东说念主的投资薄情!股市风险大,投资需严慎!
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