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積極把握其他市場的增長和發展機會 中集車輛(301039.SZ)上半年淨利預增396%-448%

格隆匯7月28日丨中集車輛(301039.SZ)公佈2023年半年度業績預吿,報吿期歸屬於上市公司股東的淨利潤盈利18.15億元–20.06億元,比上年同期增長396%–448%;歸屬於上市公司股東的扣除非經常性損益的淨利潤盈利9.29億元–11.197億元,比上年同期增長166%–221%;基本每股收益盈利0.90元/股至0.99元/股。

公司2023年1月1日至2023年6月30日止的預計淨利潤較去年同期大幅上升,主要因為:

(1)受美國通脹持續和供應鏈短缺的影響,公司北美業務抓住市場機會,承接2022下半年的增長態勢。同時,公司積極把握其他市場的增長和發展機會,其中,在其他海外市場獲得了良好的業務增長;在中國市場保持了業務的穩定態勢,並在細分市場獲得市場份額的提升。

(2)報吿期內,因公司控股股東中國國際海運集裝箱(集團)股份有限公司(簡稱“中集集團”)擬整合其在深圳地區相關產業資源以及提高資源效益,公司及公司之全資子公司CIMC VEHICLE INVESTMENT HOLDINGS COMPANY LIMITED向控股股東中集集團轉讓所持深圳中集專用車有限公司合計100%股權產生股權處置收益,扣除所得税影響後,預計該項產生非經常性收益約為8.7739億元。

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