钱江摩托(000913) - 钱江摩托调研活动信息(2)

Group 1: Financial Performance - In the first half of 2022, the company achieved a sales revenue of 2.583 billion yuan, representing a year-on-year growth of 21.20% [1] - The net profit attributable to shareholders of the listed company was 200 million yuan, with a year-on-year increase of 16.95% [1] - The net profit after deducting non-recurring gains and losses was 194 million yuan, showing a year-on-year growth of 63.60% [1] Group 2: Sales and Market Performance - The company sold approximately 183,200 motorcycles, a year-on-year decline of about 5.88% [1] - Sales of large-displacement motorcycles accounted for approximately 68.36% of total sales, with 82,000 units sold, marking a year-on-year increase [1] - Domestic market sales reached approximately 95,200 units, reflecting a year-on-year growth of about 9.16%, while cumulative exports were around 88,000 units, showing a decline [1] Group 3: Product and Supply Chain Insights - Key imported components for motorcycles include ECU, liquid brakes, drive belts, and shock absorbers, with some supply tightness noted, particularly for drive belts and liquid brakes [2] - The company has established a DMS management system and an Internet of Vehicles system to monitor motorcycle sales and inventory, aiding in sales forecasting and production preparation [2] - The QJMOTOR brand primarily operates through a dealership model, requiring first-level dealers to establish flagship stores for better service and image [2] Group 4: Future Plans and Product Development - The company is currently developing all-terrain vehicles, with some samples expected to be showcased in the second half of the year, although there are no production capabilities or plans yet [2] - New product launches are scheduled for September, including models such as Flash PLUS, Race 550, and TNT899 [2]