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中通客车刚准备召回问题客车 又遭净利下滑近八成

2017-08-29 09:03:49   中国经济网

每经记者 谢宏辰 每经编辑 赵 桥

前两年业绩“蹭蹭”上涨的中通客车(000957,SZ)现在似乎风光不再。8月28日晚,公司发布的2017年半年报显示,公司上半年净利同比下滑78.90%,这与公司2016年同期净利润同比增加504.73%形成巨大反差。中通客车表示,这主要因为客车行业处于低迷态势。

《每日经济新闻》记者注意到,就在本月,中通客车曾向国家质检总局缺陷产品管理中心备案召回部分客车。这部分客车生产于2009年~2011年期间,在极端情况下可能导致车辆起火,存在安全隐患。

公司称因客车行业低迷

中通客车2017半年报显示,期内营业收入为约22.79亿元,同比减少42.42%,净利润约为6157万元,同比减少78.90%。

究其原因,中通客车表示,2017年上半年,受到国家新能源政策调整影响,客车行业出现大幅下滑,处于低迷态势。根据中国客车统计信息网数据,上半年客车行业6米以上客车销量,同比下降28.5%。

值得一提的是,此前由于新能源客车的单体补贴金额较高,因此该领域成为2015年骗补的重灾区,尤其是6~8米车细分车型。2016年9月8日,财政部官网发布《关于地方预决算公开和新能源汽车推广应用补助资金专项检查的通报》,曝光了5起新能源汽车骗补案例,5家涉事车企无一例外均是以新能源客车生产销售为主营业务的公司。

此后的2016年12月30日,财政部、科技部、工信部、发改委等四部委联合发布了《关于调整新能源汽车推广应用财政补贴政策的通知》,也就是最新版的新能源汽车补贴政策。根据新版补贴政策,除燃料电池汽车外,各类车型2019~2020年中央及地方补贴标准和上限,在现行标准基础上退坡20%,并对新能源汽车的能量密度和补贴系数进行了规定。

之前有行业分析师向《每日经济新闻》记者表示,2016年之前所有的补贴政策版本并没有单独提到新能源汽车的能量密度要求,但是新的补贴政策,包括乘用车、物流车、客车等,都说到了能量密度。尤其在客车方面,多数车型可能拿不到最高的补贴,对客车行业影响较大。

这一影响目前似乎已体现在中通客车身上。中报显示,中通客车的客车产品2017上半年取得营业收入22.4亿元,相比去年同期减少42.88%;客车产品的毛利率为15.31%,相比去年同期减少5.90个百分点。

召回存安全隐患客车

客车行业低迷,中通客车的客车产品也出现一些问题。记者注意到,8月15日,国家质检总局缺陷产品管理中心曾发布一则《中通客车控股股份有限公司召回部分中通牌客车》的公告。

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