GEELY AUTOMOBILE - jetzt hat es einer bemerkt (Seite 1389)

[Fire72]

Sservus Geelianer ,

@joap: Geely und gute Zahlen im Juli ... dat gab es fast nie ... folgender Bericht stützt leider meine Vermutung ....

"International Trader - Asia

Chinese Car Sales Seen Plummeting

Auto makers are starting to warn of weakening sales and July’s sales figures may show an unprecedented drop. Steer clear of the shares.

By Shuli Ren

Aug. 8, 2015 1:52 a.m. ET


Global auto executives have begun to talk down their prospects in China. In reporting lower second-quarter profits last week, Bayerische Motoren Werke said China’s growth was “normalizing” and hurting overall corporate earnings, and even solidly rising Toyota Motor said it “can’t be too optimistic” about future sales. But this bit of economic pessimism may understate the size of the problem local and global car makers face.

Chinese car sales didn’t grow in June and are expected to have fallen at an unprecedented double-digit rate in July. The auto travails stand out because the Chinese continue to shell out cash to see movies, buy smartphone data plans, and travel, notes Bernstein Research’s Robin Zhu.

In part, the slowdown is attributable to the long reach of Beijing. Its grand plan for urbanization doesn’t necessarily include cities with more traffic-clogged streets. At the end of last year, China had 125 million cars, or 92 cars per 1,000 people. While that still leaves tremendous room to grow—Taiwan has about 270 cars per 1,000 people—the government is unlikely to permit unfettered increases. For instance, Shanghai charges a whopping 83,200 yuan ($13,420) for a license plate, and the informal gray market commands 20% more than that. As a result, auto penetration in wealthy Shanghai is only 113 cars per 1,000 people.

The “new normal” for car-sales growth may be in the low single digits, says Bernstein. Beijing will restrict license plates in its largest, most important cities so traffic can flow and people can breathe. In short, those who can afford the licenses also have the money to drive upscale BMWs and Audis, while the rest take public transportation or use taxi services Uber and its Chinese rival, Didi-Kuaidi. Beijing is less concerned with traffic in less wealthy cities such as Shenzhen, where the ownership rate is twice that of Shanghai.

OVERCAPACITY IS A RISING. “It is supply, not demand, that worries us most,” warns JPMorgan analyst Nick Lai. Capacity utilization in auto factories has fallen from 81% in 2014 to an estimated 73% this year. Of the top five brands in China— Volkswagen (ticker: VOW.Germany), General Motors (GM), Nissan Motor (7201.Japan), Hyundai Motor (005380.Korea), and Toyota (TM)—only Toyota is likely to meet its 2015 goal. Yet new models proliferate: There are now 39 auto makers of SUVs, up from 21 three years ago.

This growth has set off a price war, which VW started in April. Auto makers on average have discounted retail prices by 2.4% this year. Even BMW (BMW.Germany) slashed the price of its 7-series models by 5.2%; as a result, its second-quarter operating margin fell for the first time in years to a single digit. Shares of Chinese auto makers lost their charm when the war started. For instance, Brilliance China (1114.Hong Kong), BMW’s local partner, has lost a third of its market value since early April.

JPMorgan doesn’t think it’s time to bottom fish yet. The last time China had an auto price war was 2012, when the sector fell 46% in eight months. The bank sees shares of Chinese auto makers Geely Automobile (0175.Hong Kong) and Guangzhou Automobile (2238.Hong Kong) converging at about seven times forward earnings; Brilliance, for instance still trades at 8.5 times. And the recent slide in local auto makers’ shares is in part attributable to the Hang Seng China Enterprises Index’s unrelated 15%-plus drop, so there’s likely more to come."

[joap]

Freitag um den 10ten nach Börsenschluß und noch keine Zahlen raus.
Sollte das etwa bedeuten das die Zahlen gut sind
Schaun wir mal

Gruß joap

[ellexi]

Geely Automobile Over Halfway to 2015 Sales Target After Strong First Half

Zhejiang Geely Automobile Group Co., Ltd. (“Geely Automobile”/the “Group”) announced that the Group’stotal sales volume for the firsthalf of 2015 was 252, 107units, an increase of approximately 35% over the same period last year. By the end of June, Geely Auto hadachieved 56% of its full-year 2015 sale stargetof 450,000 units.
Geely Automobile’s sales performance in the first six months of the year was bolstered bygrowth right across the Group’s strengthened product line-up.Combined sales of the ‘EC7’ and ‘New Emgrand’ reached11,807 units, an increase of approximately 13% from the same period in 2014,while the Group’s new ‘Vision’ sedan sold an impressive 56,329 units, a234% increase year over year.Sales of the Group’s SUV model GX7 in the first half of this year were 34,774, an increase of 17% over the same period last year.
The ‘GC9’, Geely Automobile’s first B-segment sedan, which it launched in early April of this year,had sold 5,783 units by the end of the first half. The 2,750 GC9s sold in June, a 38% increase fromMay, madethe GC9 the best-sellingB-segment sedan from any indigenous Chinese automotive brand during that month. The GC9 is the flagship vehicle of the new generation of Geely models conceived by the Group’s international design team.
An Conghui, CEO and President of Zhejiang Geely Automobile Holdings Limited, said:“We are encouraged by our sales performance in the first half of 2015,which we see as a testament to the increasing power of the Geely brand and the quality of our new generation of products. Geely Auto is dedicated to making refined cars for everyone. We will continue to develop products anda brand experience that meet the needs of today’s demanding customers,and provide them with world-class service.With the support of our growing product design, research and production capabilities, we will bring new, innovative products to market more quickly and efficiently.”
At Auto Shanghai 2015 in April, Geely Automobile launched the Emgrand Concept, the latest iteration of the Emgrand series whose daring design followedin the footsteps of the KC Concept unveiled at Auto Shanghai 2013 and the Emgrand CROSS Concept launched at the 2014 Beijing Auto Show. The Emgrand Conceptis yet another showcase of Geely Automobile’s unique combination ofworld-class designpractices and Chinese visual elements.

http://www.automotiveworld.com/news-releases/geely-automobil…

[ellexi]

Robotik-Spezialist Kuka mit Großauftrag aus China von Geely-Volvo

http://www.it-times.de/news/robotik-spezialist-kuka-mit-gros…

[Fire72]

Ein gaaaanz kleiner Lichtblick .....

"Chinesische Geely Autoabsatz in Russland im Juli um 73% erhöht

Im Juli hat die chinesische Marke Geely verkauft auf dem russischen Markt 1223 Auto, 73% mehr als das Ergebnis des Vorjahresmonats, nach "Avtosreda."

Die beliebtesten Modelle sind zu Emgrand EC7 Geely Emgrand und Crossover-X7: im vergangenen Monat verkauft wurden jeweils 485 und 425 solcher Modelle. Es wird darauf hingewiesen, dass Juli der beste Monat für die chinesische Marke in Russland seit Anfang des Jahres.

Insgesamt für den ersten sieben Monaten des Jahres 2015 das Unternehmen Geely verkauft 5046 Autos in Russland."

http://www.gazeta.ru/auto/news/2015/08/04/n_7434441.shtml

[Fire72]

Servus Geelianer ,

Das JV von Geely und KANDI scheint langsam durchzustarten....Die Absatzzahlen steigen stark und mit der Einführung des K17 (Cyclon --> S5-RV von Geely) und K30 (EC7-RV) im 3. Q. wird vermutet, dass die Verkaufszahlen stark steigen werden. In 40 Läden (vermute, es sind die Geely-Läden) können schon EV-Fahrzeuge gekauft werden.

Auch vom K11 (Panda) gibt es schon die Version "B" (Spitzengeschwindigkeit: 100 km/h und REichweite: 200 km) und demnächst die Version "C".

Könnt Ihr alles unter dem folgenden Link lesen ...

http://seekingalpha.com/article/3390345-kandi-technologies-c…

[Fire72]

Antwort auf Beitrag Nr.: 50.322.222 von ellexi am 03.08.15 18:36:53

Servus Geelianer ,

@ellexi: Bringt uns leider nichts, da die Eigner der Geely-Holding sich damit die Taschen füllen und nicht wir ...


Die Autofinanzierung mit der BNP Paribas hat jetzt den Segen der Bhörden und kann seine Aktivitäten jetzt starten..läuft unter den Namen "GENIUS AFC", wenn ich es richtig verstanden habe..

http://www.hkexnews.hk/listedco/listconews/sehk/2015/0803/LT…

[ellexi]

Electric car maker eyes public listing

Zhidou Electric Vehicle is considering a public listing this year.

Sonny Wu, chairman of Good Fellow Resources Holdings Ltd. (00109.HK) who owns 20 percent of the electric car maker through a private investment vehicle, said the public share sale could take place “anytime soon” but gave no specific details.

The Hong Kong Economic Journal is reporting that Wu expects Zhidou to overtake US rival Tesla in market value in five to 10 years.

Zhidou was established by Jinshajiang Capital, Shandong Xindayang Electric Vehicle Co. Ltd. and Geely Holding Group last year.

The joint venture sold 7,823 electric vehicles during the year and is targeting 60,000 units this year.

Wu said each Zhidou electric car makes a profit of about 100,000 yuan (US$16,100) including government subsidies.

Zhidou expects sales to top six billion yuan this year as it continues to benefit from a 300 million yuan investment in three battery makers acquired four years ago.

http://www.ejinsight.com/20150803-electric-car-maker-eyes-pu…

[ellexi]

London Taxi Company Coventry starts work on new factory

LTC expects production to increase to 36,000 vehicles a year

The London Taxi Company (LTC), which makes the iconic black cab, said the site could create up to 1,400 jobs.
Chinese manufacturer Geely said the new factory would include research and development and an assembly plant to build the next generation of electric and low-emission vehicles.
The first cars are expected to be made at the Ansty Park site in 2017.
It is thought to be the biggest investment of its type by a Chinese company in the UK and was backed with funding from the government's Regional Growth Fund.
LTC, which was bought by Geely in 2012 in a £11.4m deal, currently makes just under 2,000 vehicles a year. It aims to increase production to about 36,000.
The firm has been based in Coventry for nearly 70 years, but in January it announced plans to move from its plant in Holyhead Road to Ansty Park.
'Craft skills'
Chief executive of LTC, Peter Johansen, said it was "fantastic" to see diggers and trucks on the site.
He said the new factory would be "very environmentally friendly", using solar panels, harvested rainwater and a system that harvests waste heat from manufacturing to heat its offices.

The new plant will be energy efficient, the company says

"We are building a green taxi so we were keen everything should be as environmentally friendly as possible," he said.
"It will be an efficient site but it will still be a hand-built taxi because we are not a high-volume manufacturer. There will still be a lot of craft skills required."
He said minor delays had been caused by the need to rehome 493 newts.
Last year, London Mayor Boris Johnson announced all new taxis operating in the capital would have to be capable of zero emissions from 2018


LTC employs 240 staff at its Holyhead Road plant

The firm has been producing taxis in Coventry for the last 70 years
In October 2012, then owner Manganese Bronze stops production and recalls some of its TX4 model after problems with the vehicles' power steering
In the same month, the firm calls in administrators after four years of losses
Chinese car maker Geely, a partner of the firm since 2006, buys LTC for £11.4m in February 2013
Full-scale production of the TX4 model restarts in September 2013
A month later, a deal is signed to export almost 100 vehicles to Australia

http://www.bbc.com/news/uk-england-coventry-warwickshire-337…

[joap]

Antwort auf Beitrag Nr.: 50.306.139 von Fire72 am 31.07.15 11:13:51

Hallo Fire72,
ich hatte vor 2 Wochen mein Motorrad nach Patong hier auf Phuket zur Reparatur gebracht.
Die haben dort einen kleine PC und dort habe ich ganz überrascht den GC9 drauf gesehen. Bin aber kein Spieletyp und war auch mit anderem beschäftigt.
Habe es dann auch wieder vergessen.
Werde aber noch mal schauen gehen und einen kleinen Film drehen.

Gruß Joap