April 27, 2023
On the evening of April 26,The world's leading high-end manufacturer of semi-trailers and special Vehicles、The Pioneer of High Quality Development of China's Road Transport Equipment、CIMC Vehicle, an Explorer and Innovator in the Field of New Energy Special Vehicles in China(301039.SZ/01839.HK),Release the first quarter report of 2023。The report shows,First quarter of 2023,The operating revenue of CIMC Vehicles amounted to RMB65 million..8.4 billion yuan,Year-on-year growth of 28.29%;Realized net profit attributable to shareholders of the listed company amounted to RMB4..7.9 billion yuan,Significant year-on-year increase of 285.25%;The net profit attributable to the shareholders of the listed company after deducting non-recurring gains and losses amounted to RMB4.2 million..7.9 billion yuan,Year-on-year growth of 361.57%。Operating income of the company、Core financial indicators such as net profit attributable to the parent company have achieved rapid growth.。
In the context of North American economic policy stimulus and the rapid growth of multimodal transport business,The profit of CIMC's North American business maintained a good growth trend.。At the same time,The company's profitability in the domestic market and other overseas markets remained stable.。First quarter of 2023,The company sells all kinds of vehicles in the world.,386/Table set,Year-on-year growth of 9.57%。
Coordinated development of six major businesses or groups North American business continued to grow
First quarter of 2023,Faced with a severe and complex international environment and arduous and arduous tasks of domestic reform, development and stability,,China's economic development has made a good start.,Year-on-year GDP growth of 4.5%。In this context,Coordinated development of six major businesses or groups of CIMC vehicles,Overseas business continues to grow,The domestic business is basically stable.,Highlighting the advantages of transoceanic operation。
Lighthouse Pioneer Business,As the effect of domestic economic stabilization policy continues to show.,Logistics demand accelerates recovery,CIMC Vehicle Lighthouse Pioneer Business Continues to Promote the Structural Reform of China's Semi-trailer Production Organization,Grasp the opportunity of product change,Accelerate the construction of business groups。In addition,Lighthouse pioneer business actively seizes overseas market opportunities,Vigorously develop emerging markets。The company's Lighthouse Pioneer business achieved revenue growth.,Gross profit margin increased significantly by 5 percent.0 percentage points。
North American business,During the reporting period,Benefit from the forward-looking strategic layout,Relying on local manufacturing advantages,The Group's North American business continued to grow.,Revenue and gross profit margin increased year on year。
European business,The company's European operations continue to optimize manufacturing processes and value streams,Under the guidance of transoceanic business strategy,Steady increase in European revenue in the first quarter of 2023。
Qiangguan Business Group,With the sustained recovery of the domestic economy,Capital construction projects have been started one after another,Heavy Truck market shows signs of recovery。Qiangguan Business Group actively identifies market segmentation opportunities,Optimize the product structure,Actively explore emerging markets,Sales have increased。
Terabyte Business Group-In terms of muck Truck business,Company Terabyte Business Group-Dregs Truck business actively promotes its threeLTPResource integration of the factory,Increase the research and development and promotion of new energy city muck truck products,Continuously improve the competitive advantage of products。
Terabyte Business Group-Business of city distribution box,Company Terabyte Business Group-Jiangmen of city distribution van body businessLTPThe production capacity of the production center is gradually released,Continuous product development and iterative optimization,Expand the deep linkage with the new energy main engine factory,Grasp the opportunity of market recovery。
Keep pushing forward“Lighthouse Manufacturing Network 2023”Strategic consolidation of high-quality development chassis
Enter the second quarter of 2023,Implementation of CIMC vehicles“Star Chain Project”,Accelerate the structural reform of semi-trailer production organization,Focus on the construction of business group,Achieve high-quality industry integration、Innovation of distribution mode、Vision for continued growth in market share and value。At the same time,CIMC Vehicle will actively build a new development pattern of North American business sales network and channel sharing.,Steady increase in market share,And accelerate the embrace of new growth opportunities in Europe。
Qiangguan Business Group will seize the opportunity of heavy truck market recovery,Improve order delivery,Through eachLTPDivision and coordination of production center,Improve production efficiency,Form a new business growth curve。The terabyte business group will gradually release production capacity.,Realize cost reduction and efficiency increase of resource integration,Expand the segment market share of muck truck business and urban distribution van business.,Improve profitability。
CIMC vehicles will push forward“Lighthouse Manufacturing Network 2023”Strategy,By accelerating the construction of Qiangguan tanker“Lighthouse Manufacturing Network”、Build a star chain“Semitrailer Lighthouse Manufacturing Network”、And build terabytes“TBLighthouse Manufacturing Network”,Improve productivity with newly upgraded production lines and equipment,Reduce the production cost of the product,Improve product profitability,In order to achieve quality growth of the overall operation.。
With“Double Carbon”Continuous deepening of strategic objectives,Commercial Vehicle Industry Accelerates to New Energy、Intelligent direction transformation。CIMC vehicles will adapt to the electrification of the automotive industry、The general trend of intellectualization,Accelerate innovation and exploration in the field of new energy,Focus on research and development of new energy products,Improve the lightweight of products、Intelligent、Leading edge of adaptability;Define a new head-mounted integrated product,Promote the standardization of each technical module、Serialization;By combining the resources of the main engine factory,Accelerate the market penetration of new energy products。
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