长安汽车2023年新能源转型不断加速汽

信息赢得先机,数据助力决策。今天阅读了一篇关于《长安汽车:1月长安整体批发同比-38%,年新能源转型不断加速-汽车整车行业》的报告,分享几个我认为比较重要的内容:

先看数据:

1.年1月长安汽车实现合计产批量为/辆,分别同比-38.17%/-38.03%,环比-38.04%/-32.83%。

2.长安自主品牌乘用车(重庆长安+合肥长安,下同)产批量分别为/辆,分别同比-27.04%/-28.79%,分别环比-37.17%/-30.25%;

3.长安福特产批量分别为/辆,分别同比-56.46%/-39.53%,分别环比-32.92%/-21.26%。

4.1月乘用车行业整体批发销量.9万辆,同环比分别-33.3%/-34.8%,长安汽车整体产批同比表现弱于行业,环比略好于行业整体。

5.1月长安汽车新能源汽车销量辆,同环比分别为.11%/-38.02%,占集团整体批发比例为16.32%,环比-1.36pct,相比去年6月同口径占比数据为8.81%。

6.长安奔奔EV、糯玉米LUMIN、深蓝SL03等新能源车型上市后销量快速提升,LUMIN销量破万,年首月达辆,深蓝SL03于年首月销量辆。

7.CS75于新年首月销量辆,逸动轿车系列辆,UNI系列辆,其中UNI-V为辆,已成为A级轿车市场明显车型;欧尚品牌1月销量辆。

8.海外市场方面:1月长安汽车出口辆,环比+81.79%,占长安汽车集团整体销量比例为10.43%,环比+6.57pct。

9.年1月长安汽车企业库存整体减少辆(相比去年12月,下同),其中,重庆长安减少辆,合肥长安减少辆,长安福特减少辆。

有可能面临的问题:

1.需求复苏进度低于预期;

2.乘用车市场价格战超出预期;

公司动向:

1.长安汽车将在年陆续投放深蓝S7、C、览拓者EV、阿维塔E12等多款重磅车型,并打造新主流电动序列——OX序列。

2.明确长安汽车新能源转型方向和决心。

3.推动长安汽车整体新能源汽车渗透率水平不断提升以及乘用车市场整体市占率水平提升。

参考之前数据:AAAA-BB-CC,[营业总收入(亿元),同比增长)],[净利润(亿元),同比增长]

-09-30:[.52,(7.77%)],[69.0,(.59%)]

-06-30:[.74,(-0.37%)],[58.58,(.74%)]

-03-31:[.76,(7.96%)],[45.36,(.45%)]

-12-31:[.42,(24.33%)],[35.52,(6.87%)]

-09-30:[.0,(41.83%)],[29.92,(-14.16%)]

-06-30:[.85,(73.22%)],[17.29,(-33.55%)]

-03-31:[.27,(.96%)],[8.54,(35.26%)]

-12-31:[.66,(19.79%)],[33.24,(.6%)]

-09-30:[.42,(23.77%)],[34.86,(.98%)]

-06-30:[.82,(9.73%)],[26.02,(.17%)]

-03-31:[.64,(-27.76%)],[6.31,(.1%)]

-12-31:[.95,(6.48%)],[-26.47,(-.81%)]

-09-30:[.15,(-9.5%)],[-26.62,(-.83%)]

-06-30:[.76,(-16.18%)],[-22.4,(-.17%)]

-03-31:[.08,(-20.0%)],[-20.96,(-.62%)]

-12-31:[.98,(-17.14%)],[6.81,(-90.46%)]

-09-30:[.52,(-3.07%)],[11.63,(-79.98%)]

-06-30:[.43,(6.22%)],[16.1,(-65.16%)]

-03-31:[.11,(13.26%)],[13.92,(-42.04%)]

-12-31:[.12,(1.87%)],[71.37,(-30.61%)]

-09-30:[.31,(-4.06%)],[58.11,(-24.92%)]

-06-30:[.55,(-6.27%)],[46.21,(-15.85%)]

-03-31:[.67,(-8.64%)],[24.01,(-10.16%)]

-12-31:[.42,(17.63%)],[.85,(3.34%)]

-09-30:[.07,(11.43%)],[77.39,(14.81%)]

-06-30:[.02,(8.32%)],[54.91,(7.98%)]

-03-31:[.38,(6.27%)],[26.73,(7.16%)]

-12-31:[.72,(26.19%)],[99.53,(31.63%)]

-09-30:[.08,(30.9%)],[67.41,(23.62%)]

-06-30:[.53,(36.54%)],[50.85,(40.16%)]

-03-31:[.97,(49.25%)],[24.94,(29.41%)]

-12-31:[.13,(35.18%)],[75.61,(.46%)]

-09-30:[.52,(28.32%)],[54.53,(.23%)]

-06-30:[.07,(19.77%)],[36.28,(.85%)]

-03-31:[.92,(19.79%)],[19.28,(.54%)]

-12-31:[.42,(30.61%)],[33.69,(.37%)]

-09-30:[.41,(38.64%)],[21.36,(.54%)]

-06-30:[.11,(40.63%)],[12.31,(.49%)]

-03-31:[.77,(34.9%)],[5.49,(.79%)]

-12-31:[.63,(10.96%)],[14.46,(49.43%)]

-09-30:[.21,(3.14%)],[7.55,(-15.88%)]

-06-30:[.44,(-3.39%)],[5.7,(-45.19%)]

-03-31:[75.44,(-7.61%)],[1.46,(-79.73%)]

-12-31:[.52,(-20.8%)],[9.68,(-52.44%)]

-09-30:[.07,(-14.21%)],[8.98,(-47.79%)]

-06-30:[.37,(-12.57%)],[10.4,(-23.89%)]

-03-31:[81.65,(-10.9%)],[7.22,(-9.26%)]

-12-31:[.26,(29.22%)],[20.35,(80.87%)]

-09-30:[.55,(28.91%)],[17.19,(.75%)]

-06-30:[.27,(44.58%)],[13.67,(.3%)]

其中:在-12-31,营业收入约:.42亿元,在同比中营业收入最高。

在-03-31,营业收入同比上年增长:.96%左右,在同比中营业收入增速最快。

在-12-31,净利润约:.85亿元,在同比中净利润最高。

在-03-31,净利润同比上年增长:.45%左右,在同比中净利润增速最快。

截止到22年9月30日,参考同行业数据:AABB,[营业总收入(亿元),同比增长)],[净利润(亿元),同比增长]

比亚迪:[.88,(84.37%)],[93.11,(.13%)]

长城汽车:[.8,(9.56%)],[81.6,(65.03%)]

上汽集团:[5.09,(-4.58%)],[.49,(-37.84%)]

长安汽车:[.52,(7.77%)],[69.0,(.59%)]

广汽集团:[.67,(44.77%)],[80.62,(52.59%)]

赛力斯:[.23,(.96%)],[-26.75,(-.89%)]

一汽解放:[.55,(-65.63%)],[-6.52,(-.29%)]

江淮汽车:[.01,(-10.38%)],[-7.84,(-.26%)]

北汽蓝谷:[57.07,(-6.41%)],[-35.0,(-32.35%)]

福田汽车:[.93,(-20.68%)],[2.41,(-17.75%)]

众泰汽车:[4.86,(-20.59%)],[-4.17,(57.88%)]

力帆科技:[53.09,(.42%)],[1.52,(.81%)]

宇通客车:[.13,(-16.28%)],[1.31,(-50.0%)]

中国重汽:[.55,(-54.11%)],[3.57,(-68.98%)]

中集车辆:[.06,(-22.85%)],[6.61,(-15.98%)]

江铃汽车:[.32,(-13.57%)],[7.17,(50.21%)]

东风汽车:[91.23,(-25.23%)],[0.98,(-80.93%)]

海马汽车:[17.53,(47.59%)],[-1.95,(-14.0%)]

中通客车:[28.85,(26.54%)],[0.44,(.77%)]

安凯客车:[9.87,(-2.19%)],[-1.05,(-17.33%)]

金龙汽车:[.32,(6.09%)],[-2.49,(16.57%)]

ST曙光:[13.31,(-30.83%)],[-1.86,(2.32%)]

亚星客车:[9.39,(44.16%)],[-0.96,(1.77%)]

其中:上汽集团营业收入约:5.09亿元,同行业中营业收入最高。

力帆科技营业收入同比上年增长:.42%左右,在同行业中营业收入增速最快。

上汽集团净利润约:.49亿元,同行业中净利润最高。

比亚迪净利润同比上年增长:.13%左右,在同行业中净利润增速最快。

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