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中国汽研 | 2024&2025Q1:业绩稳健增长 属地布局成效显现【民生汽车 崔琰团队】
汽车琰究· 2025-04-27 14:41
01 事件概述 1 )汽车技术服务业务。 2024 年,公司汽车技术服务业务实现收入 41.25 亿元,同比 +21.36% 。公司坚持以市场和客户需求为导向,强化客户合作与市场开拓,聚焦战略优势 主业和新兴业务,打造核心客户集群,加强各业务板块协同; 2 )装备制造业务。 2024 年,公司装备制造业务实现收入 5.35 亿元,同比 -20.50% 。由于专用车市场需求减 少,轨道交通建设放缓,公司聚焦主责主业,优化资源配置,加强风险管理,收缩相关业务规模且与专用车业务相关的凯瑞科信公司进入清算退出程序。 ► 属地布局成效显现 国际化业务实现突破 2024 年,公司西南 / 西北 / 华东 / 华南 / 华中 / 华北 / 东北 / 国外收入同比分别 -8.96%/-8.48%/+40.57%/+18.30%/-9.67%/+15.19%/+22.97%/+298.68% 。华北、华东、华南、东北 地区收入增长,主要是汽车技术服务战略布局成效显现带来的业务规模增长;西南、西北地区收入下降,主要是专用汽车改装与销售业务在西南地区的订单减少;华中地区收 入下降,主要是汽车技术服务、轨道交通及零部件业务在该区域的 ...
中国汽研(601965):系列点评四:业绩稳健增长,属地布局成效显现
Minsheng Securities· 2025-04-27 05:08
Investment Rating - The report maintains a "Recommended" rating for the company, indicating an expected stock price increase of over 15% relative to the benchmark index [2][4]. Core Insights - The company reported a revenue of 4.697 billion yuan for 2024, representing a year-on-year growth of 14.65%. The net profit attributable to shareholders was 908 million yuan, up 8.56% year-on-year [1][4]. - The company is experiencing steady growth in performance, with a focus on enhancing efficiency and expanding market presence. The gross profit margin remained high at 48.81% in Q4 2024, reflecting effective cost management [1][4]. - The automotive technology service segment saw significant growth, with revenues reaching 4.125 billion yuan in 2024, a year-on-year increase of 21.36%. However, the equipment manufacturing segment faced a decline of 20.50% due to reduced demand [1][2]. Summary by Sections Financial Performance - In 2024, the company achieved a total revenue of 4.697 billion yuan, with a growth rate of 14.65%. The net profit attributable to shareholders was 908 million yuan, reflecting an 8.56% increase [1][6]. - For Q4 2024, revenue was 1.649 billion yuan, up 10.99% year-on-year and 62.27% quarter-on-quarter. The net profit for the same period was 238 million yuan, down 11.66% year-on-year [1][6]. - The first quarter of 2025 saw revenue of 888 million yuan, a slight increase of 0.62% year-on-year, but a significant decrease of 46.49% quarter-on-quarter [1][6]. Business Segments - The automotive technology service business generated 4.125 billion yuan in 2024, marking a 21.36% increase year-on-year. The company is focusing on customer collaboration and market expansion [1][2]. - The equipment manufacturing segment reported a revenue of 535 million yuan, down 20.50% year-on-year, attributed to decreased demand in the specialized vehicle market [1][2]. Regional Performance - Revenue growth was observed in several regions, with East China showing a 40.57% increase, while Southwest and Northwest regions experienced declines of 8.96% and 8.48%, respectively [2][4]. - The international business saw a remarkable growth of 298.68%, primarily driven by increased revenue from automotive technology services to foreign clients [2][4]. Future Outlook - The company is set to begin trial production at its East China base in the second half of 2025, which is expected to contribute to new revenue streams [2][4]. - Revenue projections for 2025-2027 are estimated at 5.584 billion yuan, 6.588 billion yuan, and 7.656 billion yuan, respectively, with net profits expected to reach 1.109 billion yuan, 1.384 billion yuan, and 1.687 billion yuan [4][6].
汽车年检岂可“跨省通关”
Jing Ji Ri Bao· 2025-04-23 22:10
这反映出跨省车检监管体系存在漏洞。现行机动车检测采用属地管理,但受制于地方执法力量和技术能 力,各省检测标准执行力度参差不齐。面对监管漏洞,一些检测机构利字当头,篡改设备参数、伪造检 测数据,为问题车辆披上合法外衣。 破除年检乱象,完善科学的监管体系必不可少。相关部门应善用技术赋能,通过远程监控与人工智能、 大数据等技术结合,不断提升监管效率,尽快堵上执法缺位,让任何敢于铤而走险的汽车检测机构得到 处罚。还应建立跨省合作的检测监管平台,强化检测机构、问题车辆动态管理,通过标准对齐、数据共 享,让检测记录实时联网、随时追溯,构建"一处失信、全国受限"的监管网络,让违法检测机构、违规 不合格车辆无所遁形。 在本地无法通过年检的问题车辆,换个省份就能"起死回生"?近日曝光的汽车年检乱象,上演了一 出"跨省通关"的荒诞剧。这些存在安全隐患的"带病"车辆,在本省检测站屡屡碰壁后,竟能在邻省检测 机构轻松拿到"健康证"。这是将道路交通安全置于巨大风险之中。 一些汽车检测站推出"你来包过"的揽客"绝招",以质量放水换取市场份额;车主则乐得"花小钱、避大 修",在作弊手段的掩护下蒙混过关。这一场汽车检测机构与车主心照不宣的" ...
西部(重庆)科学城:以科技创新加速产业创新,建设科学之城和创新高地
Ren Min Ri Bao· 2025-04-23 00:08
Core Insights - The article emphasizes the development of the "Western Region High-Quality Development Pilot Zone" in Chongqing, which is a key initiative for modernizing the city and promoting technological innovation in various industries [1][2]. Group 1: Technological Innovation - The Western (Chongqing) Science City is focusing on technological innovation to accelerate industrial innovation, with over 50 global companies using its AI drug efficacy prediction platform [1][2]. - The AI-driven cold storage system developed by Qing'an Energy has improved battery lifespan by 30% compared to traditional solutions, showcasing significant advancements in energy storage technology [3]. - Qing'an Energy's revenue is projected to reach 366 million yuan in 2024, marking a 38% year-on-year increase, and supporting over 30 local enterprises in the supply chain [3][4]. Group 2: Industrial Development - The Science City has seen a rise in effective invention patents, with 3,849 patents and a revenue of 44.67 billion yuan from patent-intensive industries [2][4]. - The establishment of 94 key laboratories and the addition of 508 technology-based enterprises highlight the growth of the innovation ecosystem in the region [4][6]. - The integration of AI in the medical field is being driven by the Jin Feng Laboratory, which focuses on next-generation diagnostics for major diseases, contributing to the local biomedicine industry's development [5][6]. Group 3: Resource Integration - The collaboration between research institutions and enterprises has led to efficient resource allocation, enhancing the conversion of scientific achievements into industrial applications [7][8]. - The establishment of pilot testing platforms, such as the one for intelligent connected vehicles, is crucial for ensuring product reliability and quality in the automotive sector [7][8]. - The Science City aims to create a robust innovation ecosystem that supports various industries, from biomedicine to energy, fostering a high-quality development environment [8].