和諧汽車(03836.HK)上半年營收超81億元 大幅扭虧為盈
格隆匯8月29日丨和諧汽車(03836.HK)公佈中期業績，截至2023年6月30日止六個月，集團2023年上半年錄得收入為人民幣81.095億元，同比增加2.1%；經營溢利為人民幣3.368億元，而2022年上半年集團錄得經營虧損人民幣7.740億元；母公司擁有人應占溢利為人民幣2.012億元，而2022年上半年的虧損為人民幣9.148億元。若剔除對FMC股權投資全額計提的撥備，溢利為人民幣3.022億元。
2023年上半年市場恢復緩慢，價格戰使終端交易價格下探，受複雜市場環境影響，公司上半年實現銷量17,571台，同比增長2.2%。其中超豪車銷量增長2.9%，在公司銷售的品牌中，寶馬(包括Mini)銷售穩定，同比增長3.1%；林肯、沃爾沃、奧迪、路虎等豪華品牌的銷量分別增長17.2%,10.1%,9.6%,36.0%。超豪依舊展示較強需求韌性，法拉利和瑪莎上半年銷量分別增長20.6%和4.4%。於報吿期內，公司在分銷網絡中增加了兩家法拉利門店，分別位於鄭州和西安。2023上半年，公司法拉利品牌在中國內地的市佔率為21%。
庫存方面，由於2023年上半年市場波動和消費者信心不足的影響，上半年週轉天數為35.6天，比2022年末的32.6天增加3天，但仍處於健康區間，同時公司會在下半年逐步優化庫存結構。
公司在二手車和電動車領域的投入已初見成效。集團銷售網絡中的二手車交易量在2023上半年為3,799輛，同比增長24.0%。以舊換新及置換服務在財務層面上已能夠有效的平衡成本與收益。在電動車領域，公司數年前戰略投資的鐺鐺新能源是一家涵蓋電動車銷售和售後服務的綜合性電動車服務商。目前，鐺鐺新能源已獲得理想汽車、蔚來、小鵬汽車、廣汽Aion、廣汽昊鉑、領跑、嵐圖等主要電動車品牌的授權，為車主提供銷售和售後服務。
展望未來，公司在持續專注於主營業務的同時，亦努力將向電動智能化變革。於2023年上半年，BBA品牌都在中國積極佈局新能源轉型，豪華與超豪的增長空間仍然可持續。
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