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拟转让51.43%股权 上汽系计划剥离青岛申沃

2017-09-21 07:07:16   中国经济网

此后,2012年3月,青岛海西城市投资有限公司与青岛申沃签定了《青岛申沃清洁能源客车项目合作框架协议书》。按照协议,双方将合作建设青岛申沃清洁能源客车项目。该项目占地450亩(一期305亩),总规划产能为8000辆/年,预计实现总销售收入50亿元/年。

剥离因青岛申沃业绩欠佳?

从1998年开始进行技术合作到后来成立合资公司,上汽方面与青岛公交集团的关系都较融洽。如今上汽系企业要全面退出青岛申沃,让业界颇感意外。

有业内人士认为,股权遭转让或与青岛申沃业绩欠佳有关。上述公告提供的数据显示,2016年,青岛申沃实现营业收入620.79万元;今年上半年的营业收入为632.93万元。

对比几大上市客车企业年报发现,去年,宇通客车实现营收358.5亿元;安凯客车的营业收入为47.57亿元;中通客车同期营业收入为92.57亿。由此可见,青岛申沃的营业收入仅是安凯客车的1/766,与国内主流客车企业之间的差距较大。

一位业内人士告诉《每日经济新闻》记者,客车的价格跟长度、类型等关系较大,在30万~200万元不等。在纯电动大巴方面,6米长的售价在20万~40万元左右(含补贴),12米的电动大巴售价在150万~200万元(含补贴)。如按青岛申沃去年的营收来计算,其1年的客车销量应该最多在两位数。

值得注意的是,青岛申沃股东上海申沃近年来的发展也不顺利。上汽集团年报显示,去年,上海申沃全年销量为2007辆,同比下滑4.56%;今年前8个月的销量仅为754辆,同比下滑44.4%。

不仅如此,上海申沃还曾陷入“骗补”风波。今年2月4日,工信部曾公布了对包括上海申沃客车在内的7家“骗补”车企的行政处罚决定。其中,上海申沃因其有79辆车在2015年尚未安装电池,却已开具发票并登记上牌,并不符合申报补贴的条件。

上汽系退出青岛申沃后,该企业未来将如何发展?有业内观点认为,青岛申沃未来技术上能否实现“自我造血”、业绩如何突破等问题都将成为接盘者需要考量的内容。

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