Mantsiboeeng a la 13 Mphalane, China National Heavy Duty Truck e ile ea lokolla ponelopele ea eona ea ts'ebetso bakeng sa kotara tse tharo tsa pele tsa 2023. Khampani e lebelletse ho fumana phaello e felletseng e hlahisoang ke k'hamphani ea motsoali ea li-yuan tse limilione tse 625 ho isa ho li-yuan tse limilione tse 695 likotareng tse tharo tsa pele tsa 2023, e leng keketseho ea selemo le selemo ho ea ho 9%. Har'a bona, ho tloha ka Phupu ho isa Loetse, phaello e hlahisitsoeng ke k'hamphani ea motsoali e ne e le li-yuan tse limilione tse 146 ho isa ho li-yuan tse limilione tse 164, keketseho e kholo ea 300% ho isa ho 350% selemo le selemo.
Khamphani e boletse hore lebaka le ka sehloohong la kholo ea ts'ebetso e tsamaisoa ke lintlha tse kang ntlafatso ea kakaretso ea ts'ebetso ea moruo le ho fokotseha ha tlhokahalo ea literaka tse boima tsa thepa, ho kopantsoe le lebelo le matla le bolokiloeng ke li-export, 'me boemo ba ho hlaphoheloa ha indasteri ea literaka tse boima bo hlakile. Khamphani e ntse e tsoela pele ho ntlafatsa boleng ba sehlahisoa le tlholisano, ho potlakisa ts'ebetso ea sehlahisoa, ho ntlafatsa, le tokiso ea sebopeho, ho sebelisa maano a ho bapatsa ka nepo, le ho fihlela kholo e ntle ea tlhahiso le thekiso, ho eketsa phaello.
1, Limmaraka tsa mose ho maoatle li fetoha sekhahla sa bobeli sa kholo
Karolong ea boraro ea 2023, China National Heavy Duty Truck (CNHTC) e ile ea boloka lebelo le matla la kholo 'me ea tsoela pele ho eketsa karolo ea eona ea mmaraka, e tsoela pele ho kopanya boemo ba eona bo ka sehloohong indastering. Ho ea ka lintlha tse tsoang ho China Automobile Association, ho tloha ka Pherekhong ho isa Loetse 2023, China National Heavy Duty Truck Group e fihletse thekiso ea literaka tse boima ba 191400, keketseho ea selemo le selemo ea 52.3%, le karolo ea mmaraka ea 27.1%, keketseho ea liperesente tse 3.1 ha e bapisoa le nako e tšoanang ka 2022 pele ho boemo ba indasteri.
Ho bohlokoa ho hlokomela hore 'maraka oa mose ho maoatle ke oona o ka sehloohong oa ho khanna indasteri ea literaka tsa China tse boima, mme China National Heavy Duty Truck Group e na le monyetla o moholo haholo' marakeng oa mose ho maoatle. Ho tloha ka Pherekgong ho isa Loetse, e fihlelletse diyantle tsa diteraka tse boima ba 99000, e leng keketseho ya selemo le selemo ya 71.95%, mme e tswelapele ho boloka matla a yona. Khoebo ea kantle ho naha e ikarabella ho feta 50% ea thekiso ea k'hamphani, e fetoha sebaka se matla sa kholo.
Haufinyane tjena, lihlahisoa tse ikemetseng tsa China tsaliteraka tse boimaba ntlafalitse boemo ba bona haholo mebarakeng ea mose ho maoatle. Motsoako oa lintlha tse kang tlhokahalo e ntseng e eketseha ea meralo ea motheo ho tsoa linaheng tse ngata tse ntseng li hōla moruong, tokollo ea tšubuhlellano ea tlhokahalo e thata ea lipalangoang limmarakeng tsa mose ho maoatle, le keketseho ea tšusumetso ea mefuta e ikemetseng e ekelitse thekiso ea thepa e tsoang kantle ho naha ea literaka tse boima.
GF Securities e lumela hore ho tloha halofo ea bobeli ea 2020, phepelo ea phepelo e etelletse pele ho khutlisa monyetla oa katleho bakeng sa mofuta oa literaka tse boima tsa China. Karo-karolelano ea ts'ebetso ea litšenyehelo e ts'ehetsa mohopolo oa kholo ea nako e telele ea thomello, 'me puisano ea molomo e ka tsoela pele ho kenya letsoho ho ba le phello e ntle. Ho lebelletsoe hore e tla boloka lebelo le letle Amerika Bohareng le Boroa le linaheng tsa "Belt and Road", mme butle-butle e phunyeletse limmaraka tse ling, kapa e be sebaka sa bobeli sa kholo e tsepamisitsoeng ke likhoebo tsa likoloi tsa khoebo tsa China.
2, Litebello tse ntle tsa indasteri li lula li sa fetohe
Ntle le 'maraka oa mose ho maoatle, lintlha tse kang ho hlaphoheloa ha moruo, ho eketseha ha tšebeliso ea chelete, tlhokahalo e matla ea likoloi tsa khase, le leano la ho nchafatsa koloi ea bone ea naha li thehile motheo oa' maraka oa naha, 'me indasteri e ntse e boloka litebello tse ntle.
Mabapi le nts'etsopele ea indasteri ea literaka tse boima kotareng ea bone ea selemo sena le nakong e tlang, China National Heavy Duty Truck Corporation e bontšitse litebello tse nang le tšepo nakong ea lipuisano tsa morao tjena le batseteli. China National Heavy Duty Truck Corporation (CNHTC) e boletse hore kotareng ea bone, e tsamaisoang ke 'maraka oa likoloi tsa khase, karolo ea likoloi tse tsamaeang ka har'a naha e tla fihla ho feta 50%,' me likoloi tsa khase li ikarabella bakeng sa karolo e phahameng. Nakong e tlang, palo ea likoloi tse tsamaeang e tla eketseha butle-butle. Khampani e lumela hore likoloi tsa khase li tla lula e le tsona tse ka sehloohong 'marakeng karolong ea bone ea selemo sena le kotara ea pele ea selemo se tlang,' me e tla bonahala 'marakeng oa terekere le oa literaka. Litheko tse tlase tsa khase ea likoloi tsa khase li tlisa litšenyehelo tse tlase ho basebelisi le ho eketsa tlhokahalo e ncha ea basebelisi ba teng ba likoloi tsa mafura. Ka nako e ts'oanang, 'maraka oa likoloi tsa kaho le ona o tla ntlafala kotareng ea bone ka lebaka la phello ea maano a naha a amehang mererong ea thekiso ea matlo le meaho.
Mabapi le tebello ea ho tsosolosoa ha indasteri, CNHTC e boetse e boletse hore ka ho khutlela butle-butle ha moruo oa sechaba ho ea ho tloaelehileng, ts'ebetsong ea maano a fapaneng a ho tsitsisa moruo oa naha, ho tsosolosoa ha tšepo ea bareki le ho potlakisa ha kholo ea matsete a thepa e tsitsitseng ho tla khanna kholo ea moruo ho tsitsisa. Nchafatso ea tlhaho e tlisoang ke beng ba indasteri, kholo ea tlhokeho e tlisoang ke botsitso le kholo ea moruo o moholo, le tlhokeho ea morao-rao ka mor'a hore 'maraka o "rekoe haholo", hammoho le lintlha tse kang ho potlakisa ho nchafatsoa ha likoloi mohatong oa bone oa moruo oa naha le ho eketsa karolo ea tlhokahalo ea matla a macha mothating oa botšelela oa moruo oa naha. Ka nako e ts'oanang, nts'etsopele le mekhoa ea mebaraka ea mose ho maoatle le eona e bile le karolo e ntle ea tšehetso tlhokehong le nts'etsopele eateraka e boimammaraka.
Litsi tse ngata tsa lipatlisiso li na le tšepo e tšoanang mabapi le menyetla ea nts'etsopele ea indasteri ea literaka tse boima. Caitong Securities e lumela hore mokhoa oa kholo ea selemo le selemo oa thekiso ea literaka tse boima ka 2023 e lebelletsoe ho tsoela pele. Ka lehlakoreng le leng, metheo ea moruo e ntse e ntlafala butle-butle, e leng se lebelletsoeng ho tsamaisa tlhokahalo ea thepa le kholo ea thekiso ea literaka tse boima. Ka lehlakoreng le leng, diyantle e tla ba ntlha e ntjha ya kgolo bakeng sa indasteri ya diteraka tse boima selemong sena.
Southwest Securities e na le tšepo mabapi le baetapele ba indasteri ba nang le bonnete ba ts'ebetso e phahameng, joalo ka China National Heavy Duty Truck Corporation, tlalehong ea eona ea lipatlisiso. E lumela hore ka moruo oa lehae o tsitsitseng le o motle le ho lekola mebaraka ea mose ho maoatle ka likhoebo tse kholo tsa literaka tse boima, indasteri ea literaka tse boima e tla tsoela pele ho hlaphoheloa nakong e tlang.
Nako ea poso: Nov-24-2023
