8月31日,江淮汽车发布2017年半年报,该报显示江淮2017年1-6月实现营业收入253.13亿元,同比下降4.08%;归属于上市公司股东的净利润3.45亿元,同比下降40.31%。而值得一提的是,在上半年3.45亿的利润中,有1.24亿元来自于政府的新能源汽车补贴,在利润总额中占比近3成。另外,江淮汽车上半年的净利润率也在快速下跌,今年上半年仅为1.23%,这一净利润率是2009年以来,江淮最低的一次。江淮汽车表示,上半年净利润暴减的主要原因在于“公司受SUV销售不振、新能源汽车补贴退坡以及原材料价格上涨等因素的影响。”实际上,江淮的颓势始于2016年下半年,时至今日江淮乘用车已经连续8个月销量滑坡。从上半年数据上看,其主力产品MPV和SUV均大幅下滑。为了应对此局面,8月15日,江淮宣布官降来提高量。此外,江淮同时也谋求产品向上突破,商用车一直保持了高增长。在新能源汽车方面,今年6月江淮牵手大众共同发展新能源汽车。与大众的合作无疑将有助于加强公司在电动化领域的布局,全面提升公司在研发、设计、生产等领域的竞争力,有助于公司长期发展。江淮年内将有三款基于第7代平台打造的新能源汽车有望上市,而与蔚来合作的首款量产车型ES8预计将于2018年推出。江淮的新能源汽车已进入规模化阶段,但面对激烈的市场竞争,江淮如何突破发展中一直存在的困境,仍然是一个大难题。
JAC SUV Net Profit Falls by 40.31% in the First Half Year
August 31, JAC released its 2017 semi-annual report, which shows operating income of JAC in the first half of 2017 is 25.313 billion yuan, a year-on-year decrease of 4.08%. Net profit of the shareholders is 345 million yuan, a year-on-year decrease of 40.31 %. And among that, there is 124 million yuan that is from the government's new energy vehicle subsidies, accounting for nearly 30% of total profits.
In addition, net profit rate of JAC in the first half year is also rapidly declining to only 1.23%, becoming the lowest net profit rate since 2009. JAC Automobile attributed the sharp decline to the bad sales of SUV, falloff of new energy vehicles subsidies as well as rise in the price of raw material prices.
In fact, the decline of JAC began in the second half of 2016, and up to now, decline in sales of passenger cars has been lasted for 8 consecutive months. According to the data of the first half year, plunge can be seen in sales of its main products, MPV and SUV.
To handle the situation, JAC has turned to official reduction to increase sales on August 15. In addition, JAC also seeks breakthrough in products. The commercial vehicle maintains a high growth.
As for new energy vehicles, JAC has cooperated with Volkswagen in June in developing new energy vehicles, which will undoubtedly help to enhance its competitiveness in R & D, design, production and other areas. JAC will have three new energy vehicles to launch based on the 7th generation platform. And ES8, the first cooperated model with NIO, is expected to be launched in 2018.
JAC's new energy vehicles have entered the large-scale stage. Faced with the fierce market competition, it is still difficult for JAC to break through the dilemma in development.