Say goodbye to “His Sir” and say goodbye to the domestic listing car company performance in the first quarter

The so-called shopping malls are like battlefields, and the victory is all. In the past few years, whether it is the quarterly performance or annual performance, the performance of domestic listed vehicles can be summarized in “His Satisfaction Half”. However, in the first quarter of 2021, from the performance performance of various listed auto companies in China, “Hard” is probably the word is not good!

Data show, from January to March 2021, my country’s auto completion of 63.52 million units, an increase of 81.7% year-on-year; the sales volume was 64.84 million, an increase of 75.6% year-on-year. Among them, the output of passenger cars was 495.5 million, 50.76 million, an increase of 83.1% and 75.1% year-on-year. The new energy automotive production and sales completed 533,000 and 5.15,000, an increase of 3.2 times and 2.8 times respectively.

Perhaps, it is benefited from the red fire in the auto market in the first quarter. The domestic listed car company has a common conference, “Dao Ge said the car” editor noted that in the first quarter of this year, the vast majority of domestic listing car companies have been highlighting, turning a loss The net profit is doubled. In terms of performance, the entire domestic listed car company is celebrated in the New Year.

Performance is universally lost, not in a small number

It has been away in March. In recent times, it is the intensive stage of domestic listed car companies disclosed in a quarter. Overall, the performance of each car is very excellent, and there is no shortage of car companies to turn over in the first quarter.

Specifically, many listed car companies continue to maintain revenue and profit in the first quarter of this year. For example: Jiangling Motor’s first quarter camp is about 8.041 billion yuan, an increase of 74.08% year-on-year, net profit is approximately 300% year-on-year, the year-on-year increase is approximately 300%; Changan Automobile first quarter camp is about 32027 billion yuan, a year-on-year increase of 176.6%, net The profit is approximately 854 million yuan, an increase of 35.26% year-on-year; Beijing Automobile’s first quarter camp is about 49.81 billion yuan, an increase of 50.44% year-on-year, net profit 5.135 billion yuan, increased by 190.81% year-on-year; Guangqi Group has revenue 15.89 billion yuan, year-on-year Increased 47.60%; the net profit attributable to shareholders of listed companies was 2.366 billion yuan, an increase of 1896.65% year-on-year. BYD revenue for the first quarter of RMB 40.992 billion, a year-on-year increase of 108.31%, net profit of 237 million yuan, a year-on-year increase of 110.73%.

There is also part of the realization of the turn loss. For example: Great Wall has revenue 31.12 billion yuan in the first quarter, an increase of 150.6% year-on-year, with a net profit of 1.64 billion yuan, compared with the net loss of the same period last year, over 350%, and it is more than 350%. Jianghuai Automobile revenue for the first quarter of the first quarter, a year-on-year increase of 53.43%, net profit of 189 million yuan, which has a net loss of 356 million yuan last year, and realizes the turn loss. Dongfeng Automobile revenue 3964 million yuan in the first quarter, an increase of 91.88% year-on-year, attributed to the net profit of the shareholders of listed companies, and the same period of last year is 276.466 million yuan, and it is turned into a quarter; Fukuda Motor is 15.87 billion The year-on-year increase of 72%, net profit of 370 million, the same period of last year is – 3 billion yuan, the same is lost. Lifan Technology, which was completed and renovated, also achieved twisted, 840 million yuan in the first quarter, an increase of 48.89% year-on-year, net profit of 15.86 million yuan, a year-on-year increase of 108.04%, the same period of net profit in the same period is -1.97 100 million yuan.

Of course, there is still no profit in the first quarter of this year, such as Zhongtai Automobile’s first quarter loss of 255 million yuan.

Catch up the industrial recovery, but still need to pay attention

From the above-mentioned domestic listed car companies, most companies have realized open red in the first quarter of 2021.

In fact, the above-mentioned car company’s performance is a “good time”. I want to do 347.4 million yuan in the first quarter of 2020, and 3,474,000, 36.72 million, down 45.2% and 42.4%, respectively, and the auto market is “bleak” to describe it. The domestic auto market demand is strong in the first quarter, as mentioned above, the auto production and sales of 63.52 million, 6.484 million, an increase of 81.7% and 75.6%, respectively. According to the disclosure of the China Automotive Industry Association, the total profit of China Automobile Manufacturing Industry has achieved 8.208 billion yuan, an increase of 8.4 times higher than the year.

Obviously, the first quarter of this year is a good time to the automotive industry, but it is benefited from this, the above-mentioned car enterprises can win the opening of the door in the first quarter.

Although the automotive industry has recovered, the car enterprises can’t say that it is worry-free. At present, the automotive industry is suffering from “chip crisis”, and many well-known big factories or subsidiaries such as Geely Automobiles, Great Wall, SAIC Group have expressed their impact. Under the background of industrial recovery, chip problem is one of the factors that restrict the development of the vehicle enterprises. At the same time, according to the latest issue issued by the China Auto Flow Association, “Vehicle Inventory Alert Index” shows that March 2021 has 55.5%, from 55.5%, from last month Up to 3.3 percentage points, compared to 3.8 percentage points last year, the inventory warning index is located above the row.

In addition, according to the China Automotive Industry Association, China’s automobile manufacturing business costs reached 1801.89 billion yuan, a year-on-year increase of 69.4%, which means that the operating cost of the vehicle enterprises increased, and it will continue to make such a bright eye in the future The performance is still unknown. In general, most of the car companies in the first quarter of this year have achieved good results, and the profit situation has a significant improvement. However, it is necessary to clearly, although the domestic auto market demand is strong, the current domestic automotive industry is still full of crises, on the one hand, the chip crisis is not resolved in a short time, the distributor’s inventory warning index is high, on the other hand, the automobile manufacturing The operating costs of the industry are significantly increased, and these are not small for the operation of the vehicle enterprises.

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