平价摩托热销提振业绩,哈雷戴维森股价仍承压下滑

投资观察
Jul 24

尽管哈雷戴维森旗下价格更亲民的摩托车销量表现强劲,助推其二季度盈利超出市场预期,但公司整体利润与营收同比双双下滑,导致其股价当日下跌5%。这家摩托车制造商在季末推出了一款售价为1.6万美元的新车型——Super Glide,该车以20世纪70年代风格为灵感,在哈雷中端车型中属于价格偏低的款式。公司首席执行官阿蒂·斯塔尔斯表示,这款车型的销售情况相当可观。与此同时,哈雷旗下最便宜的Nightster摩托车,售价不到1万美元,同样展现出强劲的市场表现。

这些业绩数据与斯塔尔斯推行的策略高度契合——即通过推出更实惠的车型来扩大哈雷的客户群体。据悉,哈雷计划于今年晚些时候推出一款售价仅6000美元的摩托车,而备受喜爱的2022年停产的Sportster车型也将在明年以大约1万美元的价格重返市场。得益于这一系列举措,哈雷戴维森已上调全年零售销量预期,预计2024年销量将在13.35万至13.85万辆之间。即便按这一区间下限计算,这也将是自2021年以来首次实现年度销量增长。

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