新车测评 发表于 2021-6-14 18:04:37

摩托车出口连续5个月大幅增长,接近历史最好水平!

<p><span style="font-size: 14px;font-family: PingFang-TC-Light;">5月我国摩托车产销环比有所下降,</span><span style="font-family: PingFang-TC-Light;font-size: 14px;color: rgb(0, 0, 0);">同比继续保持增长</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">;内销与去年同期相比略有下降,出口拉动明显,总体增长趋势不变。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p style="text-align: center;"><strong><span style="font-family: PingFang-TC-Light;font-size: 18px;">01</span></strong></p><p style="text-align: center;"><strong><span style="font-family: PingFang-TC-Light;font-size: 18px;">产销情况</span></strong></p><p><span style="color: rgb(255, 255, 255);font-family: PingFang-TC-Light;font-size: 14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(0, 0, 0);">5月,全行业完成摩托车产销168.93万辆和167.21万辆,产销量环比下降12.09%和11.35%,同比增长12.62%和13.22%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">其中,</span><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">二轮摩托车产销146.31万辆和144.8万辆,产销量环比下降13.9%和12.88%,同比增长13.41%和14.4%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(0, 0, 0);"><br/></span></p><p><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">三轮摩托车产销22.62万辆和22.41万辆,</span><span style="font-size: 14px;font-family: PingFang-TC-Light;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">环比增长1.72%和0.04%</span><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">,同比增长7.75%和6.15%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(0, 0, 0);"><br/></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-family: PingFang-TC-Light;font-size: 14px;">燃油摩托车</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">产销137.74万辆和136.25万辆,环比下降8.25%和7.99%,同比增长20.7%和20.54%;</span></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(0, 0, 0);"><br/></span></p><p><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">电动摩托车产销31.2万辆和30.96万辆,环比下降25.8%和23.62%,同比下降13.07%和10.64%。</span></p><p style="text-align: left;"><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(255, 0, 0);">分析1:除三轮摩托微弱环比增长外,</span><span style="color: rgb(255, 0, 0);font-family: PingFang-TC-Light;font-size: 14px;">其他5月份车型环比集体下降,说明5月行情走势不如4月!</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><section powered-by="xiumi.us" style="margin-top: 10px;margin-bottom: 10px;max-width: 100%;box-sizing: border-box;font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;font-size: 16px;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;word-wrap: break-word !important;"><section style="max-width: 100%;box-sizing: border-box;vertical-align: middle;display: inline-block;line-height: 0;word-wrap: break-word !important;"></section></section><section powered-by="xiumi.us" style="margin-top: 10px;margin-bottom: 10px;max-width: 100%;box-sizing: border-box;font-family: -apple-system, BlinkMacSystemFont, Helvetica Neue, PingFang SC, Hiragino Sans GB, Microsoft YaHei UI, Microsoft YaHei, Arial, sans-serif;font-size: 16px;letter-spacing: 0.544px;white-space: normal;background-color: rgb(255, 255, 255);text-align: center;word-wrap: break-word !important;"><section style="max-width: 100%;box-sizing: border-box;vertical-align: middle;display: inline-block;line-height: 0;word-wrap: break-word !important;"></section></section></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">1-5月,全行业完成摩托车产销824.92万辆和825.67万辆,</span><span style="font-size: 14px;font-family: PingFang-TC-Light;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">同比增长</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">37.23%和35.97%。</span><span style="font-family: PingFang-TC-Light;font-size: 14px;">其中,二轮摩托车产销724.24万辆和725.18万辆,</span><span style="font-family: PingFang-TC-Light;font-size: 14px;color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);">同比增长</span><span style="font-family: PingFang-TC-Light;font-size: 14px;">38.12%和36.82%;三轮摩托车产销100.68万辆和100.49万辆,</span><span style="font-family: PingFang-TC-Light;font-size: 14px;color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);">同比增长</span><span style="font-family: PingFang-TC-Light;font-size: 14px;">31.18%和30.14%。</span></p><p><span style="font-family: PingFang-TC-Light;font-size: 14px;"><br/></span></p><p><span style="font-family: PingFang-TC-Light;font-size: 14px;color: rgb(255, 0, 0);">分析2:1-5月,2021年同比2020年集体增长,这一点在意料之中,因为2020年上半年正是全球疫情最为严重的时候。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;"><br/></span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;"><br/></span></p><p><span style="font-size: 16px;"><strong><span style="font-family: PingFang-TC-Light;">从车型类别来看——</span></strong></span></p><p><span style="font-size: 18px;"><strong><span style="font-family: PingFang-TC-Light;"><br/></span></strong></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);">5月</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">,三大车型中,跨骑车产销75.92万辆和74.72万辆,产销量环比下降9.11%和9.24%,同比增长34.81%和14.4%;</span><span style="font-family: PingFang-TC-Light;font-size: 14px;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">踏板车产销</span><span style="font-family: PingFang-TC-Light;font-size: 14px;">50.42万辆和50.64万辆,产销量环比下降22.4%和19.45%,</span><span style="font-family: PingFang-TC-Light;font-size: 14px;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">同比下降10.5%和5.23%</span><span style="font-family: PingFang-TC-Light;font-size: 14px;">;弯梁车产销19.78万辆和19.24万辆,产销量环比下降7.75%和8.48%,同比增长20.81%和20.38%。</span></p><p><span style="font-family: PingFang-TC-Light;font-size: 14px;"><br/></span></p><p style="white-space: normal;"><span style="font-size: 14px;font-family: PingFang-TC-Light;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">1-5月</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">,跨骑车产销368.69万辆和367.2万辆,</span><span style="font-size: 14px;font-family: PingFang-TC-Light;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">同比增长</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">49.07%和46.95%;踏板车产销256.46万辆和258.72万辆,</span><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);">同比增长</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">23.34%和23.24%;弯梁车产销98.89万辆和99.06万辆,</span><span style="font-size: 14px;font-family: PingFang-TC-Light;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">同比增长</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">43.1%和41.1%。</span></p><p><span style="font-family: PingFang-TC-Light;font-size: 14px;"><br/></span></p><p><span style="font-family: PingFang-TC-Light;font-size: 14px;color: rgb(255, 0, 0);">分析3:整体2021大环境好于2020年情况之下,踏板车品类居然出现单月同比2020年下降的情况,说明踏板车5月遇冷严重。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">从各车型销量占二轮车总销量的比重看,跨骑、踏板和弯梁三类车型占比分别为50.63%、35.68%和13.67%。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p><span style="font-size: 16px;"><strong><span style="font-family: PingFang-TC-Light;"><br/></span></strong></span></p><p><span style="font-size: 16px;"><strong><span style="font-family: PingFang-TC-Light;">从车型排量来看——</span></strong></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">1-5月,50系列产销35.23万辆和34.4万辆,同比增长54.59%和47.63%;110系列产销86.66万辆和85.38万辆,同比增长26.58%和22.83%;125系列产销230.29万辆和235.22万辆,同比增长52.1%和51.74%;150系列产销147.18万辆和147.59万辆,同比增长49.37%和47.73%;250系列产销52.53辆和53.48万辆,同比增长47.72%和46.32%。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">1-5月,燃油摩托车产销664.03万辆和668.15万辆,同比增长43.08%和41.74%;电动摩托车产销160.89万辆和157.52万辆,同比增长17.43%和15.96%。</span></p><p><span style="font-size: 16px;"><strong><span style="font-family: PingFang-TC-Light;">燃油摩托车销量TOP10——</span></strong></span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">1-5月,燃油摩托车销售前十名企业(集团)为大长江(豪爵)、隆鑫、力帆、宗申、洛阳北方、银翔、五羊-本田、新大洲本田、广州大运和广东大冶分别销售91.53万辆、55.32万辆、39.92万辆、39.45万辆、34.6万辆、33.5万、32.95万辆、31.81万辆、21.75万辆和17.81万辆。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p><strong><span style="font-family: PingFang-TC-Light;letter-spacing: 0px;font-size: 16px;">电动摩托车销量TOP10——</span></strong></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">1-5月,电动摩托车销售前十名企业(集团)为雅迪科技集团、浙江绿源、江苏新日、东莞台铃、</span><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);">宗申集团</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">、金翌、济南大隆、江苏淮海、山东巴士和东方凌云,分别销售37.46万辆、26.42万辆、23.86万辆、15.89万辆、15.83万辆、12.93万、4.41万辆、4.24万辆、4.2万辆和2.13万辆。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;"></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><span style="color: rgb(255, 0, 0);font-family: PingFang-TC-Light;font-size: 14px;"><br/></span></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><span style="color: rgb(255, 0, 0);font-family: PingFang-TC-Light;font-size: 14px;">分析</span><span style="color: rgb(255, 0, 0);font-family: PingFang-TC-Light;font-size: 14px;">4</span><span style="color: rgb(255, 0, 0);font-family: PingFang-TC-Light;font-size: 14px;">:TOP10电动摩托销量品牌里,宗申集团位列TOP5,有点意外。作为摩托车品牌里比较早涉足电动事业的品牌之一,宗申集团旗下产业链布局完整,未来可期!</span></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p style="text-align: center;"><span style="font-size: 18px;"><strong><span style="font-family: PingFang-TC-Light;">02</span></strong></span></p><p style="text-align: center;"><span style="font-size: 18px;"><strong><span style="font-family: PingFang-TC-Light;">出口情况</span></strong></span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">5月,我国摩托车海外市场需求旺盛</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">,出口量虽然环比出现小幅下降,同比依然保持较高的增长幅度,</span><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);">连续5个月大幅增长,累计出口量接近历史最好水平</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">5月,摩托车整车出口量74.19万辆,环比下降5.57%,同比增长57.61%;出口金额4.55亿美元,环比下降5.92%,同比增长65.79%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">其中,二轮摩托车出口70.69万辆,环比下降4.71%,同比增长60.54%;三轮摩托车出口3.49万辆,环比下降20.07%,同比增长15.06%。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"></span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"><br/></span></p><p><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">1-5月,摩托车生产企业产品出口总额27.92亿美元,同比增长78.8%。整车出口量364.79万辆,同比增长62.99%;出口金额22.39亿美元,同比增长73.34%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(0, 0, 0);"><br/></span></p><p><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">摩托车发动机出口57.15万台,同比增长20.95%;出口金额0.89亿美元,同比增长17.44%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(0, 0, 0);"><br/></span></p><p><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">沙滩车出口17.39万辆,同比增长167.93%,出口金额3.12亿美元,同比增长173.29%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(0, 0, 0);"><br/></span></p><p><span style="color: rgb(0, 0, 0);font-size: 14px;font-family: PingFang-TC-Light;">摩托车零部件出口金额1.52亿美</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">元,同比增长90.5%。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);">1-5月,出口量位居前五位的系列品种为:125系列、150系列、110系列、250系列和50系列</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">,分别出口123.7万辆、91.79万辆、57.44万辆、32.71万辆和20.7万辆,同比分别增长64.78%、73.47%、 42.24%、72.68%和55.46%。</span><span style="font-size: 14px;font-family: PingFang-TC-Light;background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);">1-5月,上述五大系列品种共出口326.34万辆,占二轮摩托车出口总量的94.82%。</span><span style="font-size: 14px;font-family: PingFang-TC-Light;">三轮摩托车出口20.62万辆,同比增长51.39%。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p style="white-space: normal;"><span style="font-family: PingFang-TC-Light;font-size: 14px;color: rgb(255, 0, 0);">分析5:国内摩托车个性化需求明显增长不假,但放眼全球,中国的摩托车出口产品依然是小排量走俏,键盘侠们不要再吐槽企业们万年125了,销量说明问题。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">1-5月,摩托车出口量排名前十位的企业依次为:隆鑫、大长江、宗申、银翔、力帆、大冶、新大洲本田、广州豪进、航天巴山、大运,上述十家企业共出口224.16万辆,占摩托车出口总量的61.45%。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;"></span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p style="text-align: center;"><span style="font-size: 18px;"><strong><span style="font-family: PingFang-TC-Light;">03</span></strong></span></p><p style="text-align: center;"><span style="font-size: 18px;"><strong><span style="font-family: PingFang-TC-Light;">经济效益</span></strong></span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">据对全国92家摩托车生产企业月度经济指标快报统计,1-4月,摩托车生产企业工业总产值、工业销售产值及营业收入、利润总额与去年同期相比均有所上涨。</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">工业总产值、工业销售产值继续呈两位数上涨。1-4月,摩托车生产企业完成工业总产值410.33亿元,同比提高52.49 %;完成工业销售产值409.26亿元,同比提高48.77 %;完成工业增加值61.51亿元,同比提高31.06 %。</span></p><p><span style="font-size: 14px;font-family: PingFang-TC-Light;">营业收入、利润总额有所增长。1-4月,摩托车生产企业实现营业收入451.43亿元,同比提高47.65%;实现利润总额14.98亿元,同比提高46.53%,实现利税总额21.99亿元,同比提高23.63%。</span></p><p><span style="background-color: rgb(0, 128, 255);color: rgb(255, 255, 255);"><span style="color: rgb(255, 255, 255);background-color: rgb(0, 128, 255);font-size: 14px;font-family: PingFang-TC-Light;">1-4月,摩托车生产企业营业成本385.53亿元,同比增长50.57%;税金及附加2.98亿元,同比增长30.86 %;销售费用17.35亿元,同比增长50.07%;管理费用17.81亿元,同比增长2.42%;研发费用11.47亿元,同比增长36.41%;财务费用1.41亿元,同比下降22.28 %。四项费用合计48.04亿元,同比增长22.62%。</span></span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><span style="font-family:PingFang-TC-Light;font-size:14px;">&nbsp;</span></p><p><br/></p><link rel="stylesheet" href="//bbs.591moto.com/source/plugin/wcn_editor/public/wcn_editor_fit.css?v134_aGR" id="wcn_editor_css"/>

金杯大汉 发表于 2021-6-14 19:59:39

钱江摩托股票跌成狗,该死的钱江还我血汗钱

kevinseaver 发表于 2021-6-15 16:24:01

虽然看不懂,也不管我事,但是。。表做的真好看。https://wap.591moto.com/public/emotion/face_068.png
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