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研报掘金丨东吴证券:中集车辆Q3业绩符合预期,全球经营稳步推进

Research Report Nuggets 丨 Dongwu Securities: CIMC Vehicle's Q3 performance is in line with expectations, and global operations are progressing steadily

Gelonghui Finance ·  Oct 13, 2023 14:42
According to Soochow Securities Research report, the performance of 301039.SZ Q3 is in line with expectations, and the global operation is progressing steadily. Looking to the future: 1) sustained inflation in the United States, organic in crisis, the company deepens the layout of high-end production lines, steadily enhances the profit base, and expands new business channels and development; 2) the domestic semi-trailer builds a new pattern of development, comprehensively increases market share, sales and profit contribution; 3) the European market reduces costs and efficiency, develops steadily, and enhances its regional market share and integration ability. 4) strong demand in emerging markets and good gross profit performance continue to bring new momentum to development.

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