中集集团(000039.SZ)上半年扣非归母净利降37.47%至4.5亿元 集装箱业务整体下滑
格隆汇8月27日丨中集集团(000039.SZ)公布2019上半年业绩，公司实现营收427.18亿元，同比下降1.93%；归属于母公司股东及其他权益持有者的净利润6.8亿元，同比下降29.58%；归属于母公司股东及其他权益持有者的扣除非经常性损益的净利润4.5亿元，同比下降37.47%。
在各主要业务中，海洋工程、产城业务的营业收入实现大幅增长，道路运输车辆、能源、化工及液态食品装备、空港装备、物流服务业务的营业收入保持较平稳增长，金融业务略有下降，集装箱制造业务和重型卡车业务出现一定下滑。
报告期内，受集装箱业务需求放缓的影响，本集团普通干货集装箱累计销售57.36万TEU，同比减少28.91%；冷藏集装箱累计销售5.07万TEU同比减少33.81%；本集团集装箱业务实现营业收入113.33亿元，同比下降29.59%；净利润3758万元，同比下降82.40%。
2019年上半年，集装箱需求跟去年历史高峰相比回落明显，同比箱量和箱价均低于去年同期，尤其是标准干箱业务。但通过持续推进落实业务财务一体化和电子采购平台等举措，本集团在集装箱业务方面的市场份额同比有所回升，生产经营均正常平稳进行。
报告期，本集团道路运输车辆业务完成总销量90123台，同比减少2.04%；实现营业收入127.14亿元，同比上升10.27%；实现净利润8.45亿元，同比上升34.95%。营业收入和净利润增长的主要原因系中国市场专用车上装需求旺盛以及北美市场干厢和冷藏半挂车业务增长，带动整体收入和盈利能力提升。
上半年，国内市场方面，中集车辆根据市场环境与行业法规政策及时调整营销策略、工厂产线布局与结构优化；在海外市场方面，北美市场积极整合供应链资源，提高成本效益，增加竞争优势；欧洲市场聚焦业务整合及罐车类业务，开拓新市场及罐车等新产品；在新兴市场方面，中集车辆通过对海外子公司经营的梳理和调整，加强整体盈利能力。
报告期，本集团能源、化工及液态食品装备业务实现营业收入71.82亿元，同比上升16.10%；净利润3.63亿元，同比上升21.69%。本集团附属公司中集安瑞科三大业务分部中，清洁能源业务实现营业收入31.2亿元，同比上升24.00%；化工环境业务实现营业收入19.33亿元，同比上升13.70%；液态食品业务实现营业收入15.07亿元，同比上升6.88%。
本集团下属中集来福士旗下拥有4家研发设计公司、3家建造基地和6家运营管理公司，集设计、采购、生产、建造、调试及运营一体化运作模式，具备批量化、产业化总包建造高端海洋工程装备及其它特殊用途船舶的能力，是中国领先的高端海洋工程装备总包建造商之一，并始终在国际海洋工程市场中参与全球竞争。
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