车企年报|比亚迪库存超千亿海马汽车存货周转天数严重高企

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05/07

近期，13 家上市车企 2024 年年报部分数据出炉，其中存货和存货周转天数这两项关键指标备受关注。这两项指标不仅反映了车企的库存管理水平，更对企业的经营风险和未来发展有着深远影响。存货是指企业在日常活动中持有以备出售的产成品或商品、处在生产过程中的在产品、在生产过程或提供劳务过程中耗用的材料和物料等。对于车企而言，存货包括汽车成品、零部件以及在生产线上的半成品等。存货水平的高低直接关系到企业的...

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年年报部分数据出炉，其中存货和存货周转天数这两项关键指标备受关注。这两项指标不仅反映了车企的库存管理水平，更对企业的经营风险和未来发展有着深远影响。存货是指企业在日常活动中持有以备出售的产成品或商品、处在生产过程中的在产品、在生产过程或提供劳务过程中耗用的材料和物料等。对于车企而言，存货包括汽车成品、零部件以及在生产线上的半成品等。存货水平的高低直接关系到企业的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250507170616a4751fa7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320764599.SGD","symbol_name":"FTIF - Templeton China A Acc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250507170616a4751fa7&s=b","article_id":"2533608907","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250507170616a4751fa7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","01211":"比亚迪股份","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC"},"translate_title":"Car company annual report: BYD inventory exceeds 100 billion, Haima Auotmobile inventory turnover days are seriously high","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.9,"002594":0.6,"01211":1,"HYDD.SI":0.6,"00285":1,"BYDDY":0.6},"content_text":"近期，13 家上市车企 2024 年年报部分数据出炉，其中存货和存货周转天数这两项关键指标备受关注。这两项指标不仅反映了车企的库存管理水平，更对企业的经营风险和未来发展有着深远影响。存货是指企业在日常活动中持有以备出售的产成品或商品、处在生产过程中的在产品、在生产过程或提供劳务过程中耗用的材料和物料等。对于车企而言，存货包括汽车成品、零部件以及在生产线上的半成品等。存货水平的高低直接关系到企业的资金占用和运营成本。从存货数据来看，比亚迪以 1160.36 亿元的存货规模位居首位，上汽集团以 772.77 亿元紧随其后，长城汽车、吉利汽车和长安汽车的存货规模也均超过百亿。而海马汽车的存货规模最小，仅为 4.27 亿元。这表明不同车企的生产规模和市场布局存在较大差异。比亚迪作为新能源汽车领域的领军企业，其较高的存货规模可能与大规模的生产扩张以及应对市场需求的战略储备有关。而上汽集团作为传统汽车巨头，庞大的产品线和市场份额也导致了较高的存货水平。存货周转天数则是指企业从取得存货开始，至消耗、销售为止所经历的天数。周转天数越少，说明存货变现的速度越快，资金占用在存货的时间越短，存货管理工作的效率越高。在存货周转天数方面，海马汽车以 149.96 天的周转天数高居榜首，这意味着其存货变现速度相对较慢，资金占用时间较长。比亚迪的存货周转天数为 58.57 天，在众多车企中处于中游水平。而赛力斯表现最为出色，存货周转天数仅为 9.90 天，说明其存货管理效率极高，能够快速将存货转化为销售收入。理想汽车和零跑汽车的存货周转天数也较短，分别为 23.61 天和 22.86 天，显示出这两家新势力车企在库存管理上的灵活性和高效性。存货和存货周转天数高企的车企往往面临着较大的经营风险。首先，高存货意味着大量资金被占用，这可能会影响企业的资金流动性，增加财务成本。例如海马汽车，较高的存货周转天数可能导致其资金回笼缓慢，影响企业的再投资和研发能力。其次，汽车行业技术更新换代快，高存货可能面临产品过时的风险，一旦市场需求发生变化，这些存货可能会贬值，给企业带来损失。此外，高存货还可能增加仓储成本和管理成本，进一步压缩企业的利润空间。对于传统车企来说，庞大的存货规模可能是由于对市场需求的误判或者生产计划的不合理导致的。在新能源汽车快速发展的背景下，传统燃油车的库存积压问题可能会更加突出。而对于新势力车企而言，虽然其在库存管理上具有一定优势，但随着市场竞争的加剧，如果不能准确把握市场需求，也可能面临存货积压的风险。综合来看，13 家上市车企在存货和存货周转天数方面表现各异。赛力斯、理想汽车和零跑汽车等车企在存货管理上表现出色，具有较强的市场竞争力。而海马汽车等存货和存货周转天数高企的车企则需要警惕经营风险，及时调整生产计划和营销策略，优化库存管理，以提高企业的运营效率和盈利能力。未来，随着汽车行业的不断变革和市场竞争的加剧，合理控制存货水平和提高存货周转效率将成为车企生存和发展的关键因素。注：本文创作借助AI工具收集整理市场数据和行业信息，结合辅助观点分析和撰写成文。责任编辑：丁昊","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

车企年报|比亚迪库存超千亿 海马汽车存货周转天数严重高企

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车企年报|比亚迪库存超千亿海马汽车存货周转天数严重高企