中集车辆(01839.HK)全年纯利升5.9%至12.11亿元 末期息0.45元派息率达60%
格隆汇3月25日丨中集车辆(01839.HK)公布,截至2019年12月31日止年度,集团实现年内利润13.26亿元人民币(单位下同),同比增长7.7%;公司拥有人应占利润12.11亿元,同比增长5.9%;基本及摊薄每股盈利0.75元,拟派末期股息每股0.45元,派息率达60%。
报告期内,集团在全球销售各类半挂车11.77万辆,在中国销售城市渣土车和水泥搅拌车上装总计4.63万台套,在中国销售冷藏厢式车4455台套,在全球实现半挂车和专用车零部件销售15.01亿元。
2019年,中国专用车上装业务整体表现亮眼,实现全年收入73.77亿元,较去年同比增长10.9%。中国专用车上装业务中,专用车上装生产与销售的毛利率达至20.1%。中集车辆于2019年共销售了2.10万台水泥搅拌车,连续三年排名中国销量第一。
冷冻食品运输和生鲜食品冷链配送开始呈现快速增长势头,带动中国冷藏厢式车的厢体生产和整车销售业务表现。中集车辆旗下山东中集车辆是中国领先冷藏厢式车制造企业,引进了北美冷藏半挂车的先进制板技术,在中国尚属首创。
2019年中国半挂车业务因中国政府加快了治理“超限和超载”运输行为,推动了符合第二代半挂车的需求增长,也有力地提升了中国半挂车业务的毛利率至11.7%。
北美当地生产的厢式半挂车业务稳中有升,实现营业收入23.27亿元;冷藏半挂车业务严控关税激升冲击,贯彻当地制造当地营销策略,实现营业收入13.44亿元,创历史新高。欧洲半挂车业务总收入为20.35亿元,同比略增1.9%。其中,经过数年有效整合生产欧洲罐车LAG公司,则实现连续三年的盈利。
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