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宇通客车业绩吃补贴20年增长掉头 百亿分红实控人暴赚

2017-08-31 07:16:52   中国经济网

事实上,新能源客车是客车公司利润的主要来源,受2016年年底国家新能源客车补贴政策调整的影响,今年上半年客车行业上市公司净利润普遍大幅下滑。

根据2016年12月30日财政部、科技部、工信部和发改委联合发布《关于调整新能源汽车推广应用财政补贴政策的通知》(简称《通知》),对此前公布的2016年-2020年新能源汽车补贴政策作出调整,纯电动客车补贴上限从60万元下降到36万元。

宇通客车也在报告中披露,补贴政策调整导致客车需求波动幅度较大,下半年客车行业也面临一定不确定性。

中金公司发布宇通客车的研报称,今年1-7月宇通新能源客车累计销量超过4200辆,而2016年全年宇通新能源客车销量为2.7万辆,上半年的下滑趋势明显。

  宇通客车前身国企改制集团国资变民营疑涉MBO一波三折

宇通客车的前身为郑州客车厂,始建于1963年,是交通部在河南省唯一的一家公路客车生产厂,也是我国从事和车生产较早的专业厂之一。

1993年,郑州客车厂已经成为我国主要的公路客车生产企业之一,尤其是1989─1993年公司(及其前身)引进了日本、德国的设备和生产工艺,新建了一条贯通式的生产线,形成了2000辆大客车的生产能力。

同年,根据河南省经济体制改革委员会豫体改字[1993]第29号文件批复,郑州客车厂与中国公路车辆机械公司、郑州旅行车厂共同发起以定向募集方式设立郑州宇通客车股份有限公司。

1997年,宇通客车在上海证券交易所挂牌上市,1999年宇通客车开始第二次改制。

2001年3月,上海宇通创业投资有限公司成立(简称“上海宇通”),系由宇通客车职工(包括高级管理层)为基本构成的二十几个自然人出资设立。法人代表为宇通客车现在的实际控制人、董事长汤玉祥。

2001年6月,宇通客车第一大股东宇通集团100%股份的持有者郑州市国资局(后其职能划到郑州市财政局),将宇通集团股份的90%和10%分别协议转让给上海宇通和河南建业投资管理有限公司,报批期间宇通集团的股份全部由上海宇通托管。

2001年8月,郑州市财政局收取了上海宇通支付的全部合同价款,此后宇通集团被地方政府按照民营企业来对待。但由于此项股份转让有MBO(管理层收购)的嫌疑,故一直未获得财政部以及国资委的批准,股权变更登记始终无法实现。

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