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後疫情銷量將能快速回升,HYUNDAI第二季獲利高出預期
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AUTONET記者:Ginny(07/28/2020星期二)
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近期已有一些車廠公佈了第二季業績,而HYUNDAI近日便報導,韓國國內銷售利潤下降幅度小於預期,但同時表示,雖然後疫情期間需求將很快就能回升,但疫情還是會讓復甦的速度放緩。
車廠方面指出,已開發以及開發中國家銷售受到疫情而不振,也就間接代表了汽車銷量可能在2023年左右才有辦法恢復到2019年、疫情之前的程度,而車廠財務方面,則預估汽車需求將從第三季開始回升,但新冠造成的經濟衰退影響及疫情二度爆發的不確定性仍然是車廠必須考慮的潛在問題。
車廠在四至六月營業利潤達5900億韓元(約台幣141億),而分析師之前的平均預估值則為3770億韓元(約台幣92億),至於第二季業績則主要受到韓國國內銷量的提振、比同期增長了13%、數量達200,000輛,車廠也解釋到,銷量提升主要是因為消費者對豪華車款與SUV需求增加,像是豪華品牌GENESIS的G80轎車與GV80 SUV就賣得不錯,只是,與同期相比,全球零售量則是下降了33%,包括美國、中國、歐洲、印度等市場銷售都各下降兩位數的百分比。
對於品牌來說,韓國已超越中國、美國等車市,成為車廠的最主要市場,之前,韓國針對汽車減稅措施也比其他地區較能刺激銷量,也因此,有分析師指出,許多投資人都認為車廠是少數能在高度競爭的商業環境、且非常不穩定的情況下,還能夠順利推行研發進度的公司之一,而且,除了TESLA、HYUNDAI與KIA之外,其他車廠的第二季財報都很有可能呈現虧損。
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HYUNDAI 韓國/現代車廠
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