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玉柴国际上涨3.83%,报29.85美元/股,总市值11.20亿美元
Jin Rong Jie· 2025-08-11 13:48
大事提醒: 8月8日,玉柴国际2025财年中报归属股东应占溢利3.658亿人民币,同比增长52.2%,基本每股收益9.75 人民币。 作者:行情君 财务数据显示,截至2025年06月30日,玉柴国际收入总额138.06亿人民币,同比增长33.96%;归母净利 润3.66亿人民币,同比增长52.2%。 资料显示,中国玉柴国际有限公司(CYI)是一家成立于1993年4月29日的百慕大控股公司。CYI是总部位 于新加坡的丰隆亚洲有限公司 的子公司。公司在中国开展业务并在纽约证券交易所上市。集团主要经 营的子公司广西玉柴机械有限公司(" GYMCL")是中国最大的发动机制造商之一。GYMCL位于中国南 部的广西壮族自治区玉林市,从事各种轻型、中型和重型发动机的制造、组装和销售,适用于卡车、客 车、乘用车、建筑设备、海洋和农业应用。GYMCL还为柴油发电机生产发动机。GYMCL生产的发动 机范围从柴油到天然气和混合动力发动机。GYMCL通过其区域销售办事处和授权的客户服务中心,将其 发动机直接分销给原设备制造商和零售商,并在中国各地提供维修和改装服务。 8月11日,玉柴国际(CYD)开盘上涨3.83%,截至21:30, ...
美股异动 玉柴国际(CYD.US)涨逾6% 上半年利润同比增长58.9%
Jin Rong Jie· 2025-08-08 14:09
Core Insights - Yuchai International (CYD.US) shares rose over 6%, closing at $27.31 [1] - For the first half of 2025, Yuchai International reported a revenue increase of 34% year-on-year to 13.8 billion yuan [1] - Gross profit grew by 30.3% year-on-year to 1.8 billion yuan [1] - Net profit surged by 58.9% year-on-year to 535 million yuan [1] - Basic and diluted earnings per share increased by 65.8% year-on-year to 9.75 yuan [1] - Total engine sales rose by 29.9% year-on-year to 250,400 units [1]
玉柴国际(CYD.US)涨逾6% 上半年利润同比增长58.9%
Zhi Tong Cai Jing· 2025-08-08 14:00
Core Insights - Yuchai International (CYD.US) shares rose over 6%, closing at $27.31 [1] - For the first half of 2025, Yuchai International reported a revenue increase of 34% year-on-year to 13.8 billion yuan [1] - Gross profit grew by 30.3% year-on-year to 1.8 billion yuan [1] - Net profit surged by 58.9% year-on-year to 535 million yuan [1] - Basic and diluted earnings per share increased by 65.8% year-on-year to 9.75 yuan [1] - Total engine sales rose by 29.9% year-on-year to 250,400 units [1]
玉柴国际上涨7.37%,报27.605美元/股,总市值10.36亿美元
Jin Rong Jie· 2025-08-08 13:49
Group 1 - Yuchai International (CYD) opened with a 7.37% increase on August 8, reaching $27.605 per share, with a trading volume of $1.3053 million and a total market capitalization of $1.036 billion [1] - As of June 30, 2025, Yuchai International reported total revenue of 13.806 billion RMB, representing a year-on-year growth of 33.96%, and a net profit attributable to shareholders of 366 million RMB, reflecting a year-on-year increase of 52.2% [1] Group 2 - Yuchai International, established on April 29, 1993, is a Bermuda holding company and a subsidiary of Hong Leong Asia Limited, headquartered in Singapore [2] - The company operates in China and is listed on the New York Stock Exchange, with its main subsidiary, Guangxi Yuchai Machinery Co., Ltd. (GYMCL), being one of the largest engine manufacturers in China [2] - GYMCL, located in Yulin City, Guangxi Zhuang Autonomous Region, manufactures, assembles, and sells a variety of light, medium, and heavy engines for trucks, buses, passenger cars, construction equipment, marine, and agricultural applications [2] - GYMCL also produces engines for diesel generators and offers a range of engines from diesel to natural gas and hybrid models, distributing them directly to original equipment manufacturers and retailers through regional sales offices and authorized service centers across China [2]
美股异动 | 玉柴国际(CYD.US)涨逾6% 上半年利润同比增长58.9%
智通财经网· 2025-08-08 13:46
Core Viewpoint - Yuchai International (CYD.US) experienced a significant stock increase of over 6%, closing at $27.31, following the release of its financial report for the first half of 2025, which showed strong growth across key financial metrics [1] Financial Performance - Revenue for the first half of 2025 increased by 34% year-on-year to 13.8 billion yuan [1] - Gross profit rose by 30.3% year-on-year to 1.8 billion yuan [1] - Net profit saw a substantial increase of 58.9% year-on-year, reaching 535 million yuan [1] - Basic and diluted earnings per share grew by 65.8% year-on-year to 9.75 yuan [1] Sales Performance - Total engine sales increased by 29.9% year-on-year, amounting to 250,400 units sold [1]
Yuchai International(CYD) - 2025 H1 - Earnings Call Transcript
2025-08-08 13:00
Financial Data and Key Metrics Changes - Revenue increased by 34% year over year to RMB 13.8 billion or $1.9 billion [7] - Gross profit rose by 30.3% year over year to RMB 1.8 billion or $257 million [7] - Operating profit increased by 42.3% year over year [7] - Profit attributable to equity holders rose by 52.2% year over year [21] - Earnings per share increased by 65.8% year over year to RMB 9.75 or $1.36 [22] Business Line Data and Key Metrics Changes - Truck and bus engine unit sales rose by 38% year over year [15] - Truck engine sales increased by 44.3% year over year, while heavy-duty truck market unit sales declined by 2.8% [8][16] - Overall bus engine unit sales increased by 8.9% year over year, contrasting with a 7.5% decline in the overall market [10][17] - Off-road market unit sales increased by 17.5% year over year, driven by a 31.5% increase in marine and power generation engine sales [10][18] Market Data and Key Metrics Changes - The truck and bus unit market sales, excluding gasoline and electric vehicles, declined by 2.6% year on year [8] - The heavy-duty truck segment experienced a negative growth of 2.8% year over year [9] - The overall market for daily duty bus unit sales declined by 30.5% [10] Company Strategy and Development Direction - The company views international markets, particularly the ASEAN region, as important drivers for future sales growth [13] - The company is enhancing its power generation business to service additional customers and application requirements [11] - Research and development is focused on new energy products, including alternative fuels such as hydrogen and methanol [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in future revenue, profits, and cash flow generation, as evidenced by a cash dividend of $50 per share [13] - The company is optimistic about maintaining its market share in the data center engine segment, which is currently above 10% [33] - Management noted that the demand for data center engines is strong, and they are cautious about expanding capacity due to market dynamics [58] Other Important Information - Cash and bank balances increased to RMB 7.8 billion or $1.1 billion [22] - Research and development expenses increased to RMB 551.7 million or $37.1 million, representing 4% of revenue [19] - Selling, general, and administrative expenses increased by 37.4% to RMB 962.5 million or $134.5 million [20] Q&A Session Summary Question: Plans to raise capacity for the joint venture - Management indicated sufficient capacity exists but is limited by component supply from Germany [27][28] Question: Guidance for full year unit sales - Management stated they do not provide guidance on unit sales [29] Question: Market share in long bore engines for data centers - Management confirmed market share is above 10% and expects to maintain it [32][33] Question: Initiatives to improve net return - Management did not provide a specific target date for net return improvement [34] Question: Average selling price increase for data center engines - Management noted no significant increase in average selling price for the first half [38][40] Question: Expansion from engine making to generation making - Management clarified they prefer not to compete with OEM customers in this area [41] Question: Reasons for strong market share in on-highway engines - Management attributed strong market share to new customers and successful product introductions [46][49] Question: Plans for capital operations or shareholder returns - Management indicated no specific plans for capital operations but noted a good track record of dividend payments [50][87] Question: Capacity for data center engines - Management confirmed a 30% increase in capacity by the end of the year [55][57] Question: Order visibility and delivery timelines - Management stated they have a full order book for the year and are starting to receive orders for 2026 [100]
Yuchai International(CYD) - 2025 H1 - Earnings Call Presentation
2025-08-08 12:00
Company Overview - China Yuchai International Limited (CYD) holds a 76.4% equity interest in Guangxi Yuchai Machinery Company Limited (GYMCL)[9] - Yuchai has a total engine production capacity of 600,000 units per annum[11] - Yuchai has over 3,000 domestic service stations throughout China[11] Market and Sales - China's GDP is targeted to grow approximately 5% for 2025[20] - In 2024, commercial vehicle industry unit sales reached 1 million, a YoY decrease of 9.9%[20] - In 2024, total truck sales increased by 15% YoY, with the HD segment accounting for 43% of total truck sales[24] - In 2024, total bus sales approximated 300,000 units, an increase of 28% YoY[24] - China Yuchai's total unit sales in 2024 (excluding NEV) were 344,486 units[31] Financial Performance - In 2024, the company's revenue reached RMB 19.1 billion[128] - The gross profit percentage in 2024 was 14.7%[136] - The profit after tax in 2024 was RMB 0.5 billion[136] - As of 2024, the company's cash and bank balance was RMB 6.4 billion[137] - In 2024, a share buyback was conducted for approximately US$ 39.8 million[142]
玉柴国际(CYD.US)上半年强劲增收增利 盘前涨近9%
智通财经网· 2025-08-08 11:24
Core Viewpoint - Yuchai International (CYD.US) reported a strong financial performance for the first half of 2025, indicating significant growth across various metrics [1] Financial Performance - Revenue for H1 increased by 34% year-on-year to 13.8 billion RMB [1] - Gross profit rose by 30.3% year-on-year to 1.8 billion RMB [1] - Net profit surged by 58.9% year-on-year to 535 million RMB [1] - Basic and diluted earnings per share grew by 65.8% year-on-year to 9.75 RMB [1] Sales Performance - Total engine sales increased by 29.9% year-on-year to 250,400 units [1] - Following the earnings announcement, the company's stock price rose by 8.91% to $28 [1]
玉柴国际上涨2.54%,报24.045美元/股,总市值9.02亿美元
Jin Rong Jie· 2025-08-06 13:46
8月6日,玉柴国际(CYD)开盘上涨2.54%,截至21:34,报24.045美元/股,成交9.1万美元,总市值9.02亿 美元。 财务数据显示,截至2024年12月31日,玉柴国际收入总额191.34亿人民币,同比增长6.02%;归母净利 润3.23亿人民币,同比增长13.15%。 大事提醒: 8月8日,玉柴国际将于(美东)盘前披露2025财年中报(数据来源于纳斯达克官网,预计披露日期为美国 当地时间,实际披露日期以公司公告为准)。 资料显示,中国玉柴国际有限公司(CYI)是一家成立于1993年4月29日的百慕大控股公司。CYI是总部位 于新加坡的丰隆亚洲有限公司 的子公司。公司在中国开展业务并在纽约证券交易所上市。集团主要经 营的子公司广西玉柴机械有限公司(" GYMCL")是中国最大的发动机制造商之一。GYMCL位于中国南 部的广西壮族自治区玉林市,从事各种轻型、中型和重型发动机的制造、组装和销售,适用于卡车、客 车、乘用车、建筑设备、海洋和农业应用。GYMCL还为柴油发电机生产发动机。GYMCL生产的发动 机范围从柴油到天然气和混合动力发动机。GYMCL通过其区域销售办事处和授权的客户服务中心,将其 ...
玉柴国际上涨4.87%,报23.69美元/股,总市值8.89亿美元
Jin Rong Jie· 2025-08-05 14:00
8月5日,玉柴国际(CYD)盘中上涨4.87%,截至21:45,报23.69美元/股,成交61.33万美元,总市值8.89 亿美元。 财务数据显示,截至2024年12月31日,玉柴国际收入总额191.34亿人民币,同比增长6.02%;归母净利 润3.23亿人民币,同比增长13.15%。 大事提醒: 8月8日,玉柴国际将于(美东)盘前披露2025财年中报(数据来源于纳斯达克官网,预计披露日期为美国 当地时间,实际披露日期以公司公告为准)。 资料显示,中国玉柴国际有限公司(CYI)是一家成立于1993年4月29日的百慕大控股公司。CYI是总部位 于新加坡的丰隆亚洲有限公司 的子公司。公司在中国开展业务并在纽约证券交易所上市。集团主要经 营的子公司广西玉柴机械有限公司(" GYMCL")是中国最大的发动机制造商之一。GYMCL位于中国南 部的广西壮族自治区玉林市,从事各种轻型、中型和重型发动机的制造、组装和销售,适用于卡车、客 车、乘用车、建筑设备、海洋和农业应用。GYMCL还为柴油发电机生产发动机。GYMCL生产的发动 机范围从柴油到天然气和混合动力发动机。GYMCL通过其区域销售办事处和授权的客户服务中心,将其 ...