客车行业出口销量持续攀升宇通客车2024年预盈约40亿元

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class="breadcrumb"> 您当前的位置：<a href="/">证券时报</a> > <a href="/article/list/company.html">公司</a> > <a href="javascript:;">正文</a> </div> <div class="clearfix"> <div class="column-810 l"> <div class="detail-title"> 客车行业出口销量持续攀升宇通客车2024年预盈约40亿元 </div> <div class="detail-info"> <span>来源：证券时报网</span><span>作者：赵黎昀</span><span>2025-01-21 12:05</span> </div> <div class="detail-content-wrapper"> <div class="social-bar"> <div class="tt">点赞</div> <div class="like like-btn " data-id="1502956" data-url="/operation/like.html"></div> <div class="fav post-btn " data-id="1502956" data-url="/operation/collect.html" ></div> <a class="comment" href="#comment"></a> <div class="tt">分享</div> <div class="share-popup social-share" data-initialized="true" data-title="客车行业出口销量持续攀升宇通客车2024年预盈约40亿元 " data-description="客车行业出口销量持续攀升宇通客车2024年预盈约40亿元 " data-image="https://static-web.stcn.com/upload/2025/0121/12/20240911540421.jpg" data-url="https://h5.stcn.com/pages/detail/detail?id=1502956&jump_type=reported_info" > <a class="social-share-icon icon-wechat wx"></a> <a class="social-share-icon icon-qzone qq"></a> <a class="social-share-icon icon-weibo wb"></a> </div> </div> <div class="detail-content"> <script src="https://static-web.stcn.com/static/scripts/echarts.min.js"></script><p>1月20日晚间，客车行业龙头宇通客车(600066)披露2024年业绩预告显示，经财务部门初步测算，公司预计2024年年度归母净利润为38.2亿元至42.7亿元，同比增加110%至135%。扣非净利润为31.8亿元至36.1亿元，同比增加125%至155%。此前在2023年，该公司全年实现归母净利润18.2亿元，扣非净利润14.1亿元。</p><p>宇通客车的业绩增长基于客车销量提升。据披露，2024年该公司累计销售客车4.69万辆，同比增长28.48%；其中出口销量1.4万辆，同比增长37.73%，国内销量3.29万辆，同比增长24.91%。</p><p>业绩预告中宇通客车表示，海外市场方面，随着中国客车产品竞争力不断凸显，客车行业出口销量持续攀升，公司出口销量实现大幅增长。国内市场方面，旅游市场从复苏转入繁荣发展新阶段，带动旅游客运需求持续增长；同时随着新能源公交“以旧换新”等政策落地实施，公交客运需求快速恢复。受益于此，公司国内销量实现增长。此外，报告期内公司持有的部分金融资产公允价值上升，导致非经常性损益同比大幅增加。</p><p>中国客车统计信息网数据显示，2024年1月份至11月份，我国客车累计出口5.45万辆，同比增长38.7%。行业出口量大幅攀升的背景下，宇通客车对外出口进程也在加快。</p><p>在近期披露的投资者关系活动公告中，宇通客车就表示，利用技术和产业链优势，公司已在哈萨克斯坦、巴基斯坦、埃塞俄比亚、马来西亚等十余个国家和地区通过KD组装方式进行本土化合作，实现由“产品输出”走向“技术输出和品牌授权”的业务模式升级。</p><p>为了服务海外市场，宇通客车还搭建了售后服务体系。该公司表示，公司在海外市场拥有330余家授权服务站或服务公司，410余个授权服务网点，平均服务半径150公里，覆盖海外全部目标市场。</p><p>目前宇通客车在法国、阿联酋、巴拿马、智利建立区域性配件中心库，在俄罗斯、卡塔尔、墨西哥、哥伦比亚、哈萨克斯坦、坦桑尼亚、南非建立国家配件中心库，在全球独资建立13个海外配件中心库，并授权100余家配件经销商，为终端用户提供快捷有效的配件供应。由370余名海外客户服务经理组成的一线服务团队往返于海外各主要市场，在当地服务站的支持下，开展客户需求识别、技术培训、车辆问题解决等工作，以保障产品的良好运营。同时，公司通过重点订单的联合服务保障等方式，与Cummins（康明斯）、ZF（采埃孚）、Allison（艾里逊）等多家世界知名汽车零部件供应商持续深化合作，落实服务先行策略，提升服务保障能力，共同为海外客户提供全面，优质的服务和配件保障。</p><p>技术创新也是推动中国客车在海外市场需求增量的主要因素。</p><p>据了解，2024年以来，各国人员流动持续增加，公交、旅游、客运等各细分市场需求持续恢复；共建“一带一路”战略带来的项目机会以及中东区域朝觐车等重点项目交付，推动出口行业大幅增长。</p><p>在新能源客车领域，宇通客车已累计出口新能源客车超过6000辆，并在卡塔尔、墨西哥、英国、丹麦、挪威、希腊、智利、乌兹别克斯坦、哈萨克斯坦、芬兰、法国、波兰、澳大利亚、新西兰、意大利、葡萄牙、新加坡等40多个国家或地区形成批量销售并实现良好运营，积极发展绿色公共交通，为全球减碳作出贡献。</p><p>据披露，目前宇通客车已实现氢燃料电池客车产品的批量销售。在氢燃料电池客车技术方面，公司围绕多场景应用，开发了高速长续航燃料电池动力系统，并搭载整车完成了国内首个跨多省市运行；开发了国产化膜电极、质子交换膜等关键零部件，并实现批量推广应用，进一步降低燃料电池系统成本；开发了燃料电池进气多级过滤技术，提升了专用空气滤芯维保周期，降低售后维护成本；基于车联网大数据，开发了氢泄漏预警与故障推送，提升了整车氢安全。</p> 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