ThalysRecently released its 23-year financial report, the data shows that the company's net profit is expected to be -2.7 billion yuan to -21 yuan, excluding non-recurring profit and loss factors, net profit will reach -5 billion yuan. This means that self-relianceHuaweiSince the cooperation,ThalysThe cumulative loss has reached 15 billion yuan. The news immediately attracted the attention of netizens, who jokingly joked: "Follow."Huaweimixed, hungry nine meals in three days". However, the actual situation is not so simple, so let's analyze it belowThalysThe main reason for the huge loss.
1. R&D expenses and labor costs for large-scale high-end SUV models have increased
ThalyswithHuaweiJointly launched the Wenjie AITO series, which is positioned as a large-scale high-endsuvof smart models. To create this collection,ThalysNot only do you need to invest a lot of R&D expenses, but you also need to pay high labor costs. This led to a significant increase in the company's R&D spending, which in turn affected the profit for the period.
Derivative content grows with people to become intelligentCarsThe demand has increasedThalysDecided withHuaweiCooperate to jointly launch the AITO series of models. The models in this series are positioned at the large high-endsuvmarket, with advanced intelligent core technology. In order to ensure the quality and performance of the product,ThalyswithHuaweiIt requires a lot of investment in R&D work. However, this also means:ThalysR&D costs and labor costs have increased significantly, putting some pressure on the company's financial situation.
2. Sluggish sales led to an increase in fixed costs and related expenses
InHuaweiwithThalysIn the first three quarters prior to the collaboration,ThalysofSalesThe situation is not optimistic, showing a sluggish trend. However, no matter whatSalesHow is the situation,ThalysThere are still fixed costs and associated expenses to be paid, such as employee salaries, rent, marketing expenses, etc. Therefore, inSalesIn the downturn, these fixed costs and related expenses had a huge impact on the profit for the period.
Derivative ContentThalysInHuaweiBefore the cooperationSalesThe situation has been less than ideal for the first three quartersSalesThe amount is showing a downturn trend. Due toSalesNot up to expectations,ThalysForced to incur a range of fixed costs and related expenses, such as employee salaries, rent, and marketing expenses. These fees are in:SalesThe downturn is not fully rewarded, which puts a certain amount of pressure on the company's finances.
3. The increase in sales of AITO series models has increased profits
However, it should not be overlooked that the AITO series models have achieved good results in the recent market performance. According to the latest statistics, the number of orders for the M7 and M9 models has exceeded 130,000 and 5 respectively40 thousand. In the last three weeks, the sales volume of the Wenjie brand has been booming, reaching 2010,000 units, ranking first in the sales list. Daily sales exceeded 1,000 units, showing a strong growth momentum. Considering the factors of continuous growth in orders and the gradual release of production capacity, it is expected that the monthly sales of the AITO brand will easily exceed 30,000 units and continue to be thereNew energyCarsDominate the market**. theseSalesThe improvement of performance will be drivenThalys's profit has risen steadily, showing a solid earnings trend.
Derivative content thoughThalysAt present, the loss is serious, but the AITO series models of the world are askedSalesThe performance was very good. Recent data shows that the number of orders for the M7 and M9 models has exceeded 130,000 and 540 thousand. Moreover, the sales of the Wenjie brand have been growing steadily, and the sales volume has even reached 2010,000 units. Daily sales are also steadily increasing, reaching more than 1,000 units. Considering the continuous growth of orders and the gradual release of production capacity, it is expected that the monthly sales of the AITO brand are likely to easily exceed 30,000 units and continue to remain thereNew energyCarsLeading position in the market. ThisSalesThe growth momentum makes:Thalys's profits have steadily improved, showing good earnings prospects.
4. Pricing strategy with limited profit margins
It is worth noting that the profit margins of the M5 and M7 models are relatively small. In particular, the M7 model has adopted a strategy of misplaced competition, which has caused huge cost pressure. However, as the M7 continues to release the help of salesThalysThe profit will be steadily increased, showing a solid profitability trend. As a high-profile "profit cow", the M9 will be further enhanced with the mass delivery of new carsThalysprofitability. Optimistic people**, successfully catchedHuaweiExpressThalys, is expected to successfully achieve a loss to a profit in 24 years.
The profit margins of the M5 and M7 models are relatively small, especially the M7 models, which have adopted a strategy of dislocation competition, and the cost pressure is very high. However, with the continuous growth of sales of the M7 modelThalysThe company's profit will also increase accordingly, showing a solid profitability trend. As a high-profile "profit cow", the M9 will undoubtedly be further enhanced with the large-scale delivery of new carsThalysprofitability. Some optimists expect success to be obtainedHuaweiOpportunities for cooperationThalysIt is expected to achieve the goal of turning from a loss to a profit in 2024.
By passingThalysAnalyzing the reasons for the huge losses, we can see, albeit in the short termThalysFacing huge losses, but with the continuous increase in sales of the AITO series models and the adoption of a pricing strategy with limited profit marginsThalysIt is expected to turn from a loss to a profit in the future. However, in the face of intenseCarsMarket competition and changing consumer demandsThalysIt also requires continuous innovation and adjustment of strategies to ensure the sustainable development of the company. At the same time,ThalyswithHuaweicooperation also for othersCarsTechnologyEnterprises create positive opportunities for reference and reference, and achieve resource sharing and innovation through cooperation, so as to achieve better market performance and profitability. Finally, as consumers, we should also be concernedCarsTechnologyThe development dynamics, rational consumption, choose the right one for their needsCarsproducts, and support innovation and sustainabilityCarsEnterprise.