Foton Motor Benefits from National Policy and Improves Profitability

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Foton Motor is principally engaged in the manufacture and sale of automobiles, agricultural vehicles, agricultural machinery, moulds and stampings. It is mainly engaged in the automotive business, accounting for 94% of the main operating revenue. It is the largest commercial vehicle manufacturer in China with the most complete range of commercial vehicles. In 2008, the company’s commercial vehicle market share was 15.5%, ranking first, and it was the leading company in the field of domestic commercial vehicles. In addition, the company's Beijing New Energy Automobile Design and Manufacturing Industrial Engineering Base is currently China's largest and most comprehensive new energy vehicle design and manufacturing base. Today's investment "Online analyst" shows: the company's 2009-2011 consolidated earnings per share forecast were 0.82,0.93 and 1.15 yuan, corresponding to a dynamic price-earnings ratio of 20 times, 17 times and 14 times; the current total of 23 analysts to follow, Among them, 4, 16 and 3 were recommended for strong buy, buy and wait, respectively, and the overall rating factor was 1.96.
In the first half of 2009, the company benefited from the warming of the auto industry and a series of revitalization and support policies introduced by the state, and its profitability improved significantly. In the first half of the year, the company achieved sales revenue of 19.58 billion yuan, an increase of 6% over the same period of last year, and achieved a net profit of 450 million yuan, a substantial increase of 32% year-on-year. The consolidated gross profit reached 10.5%, an increase of 2.21 percentage points over the same period of last year. The profit growth has clearly exceeded revenue growth, and the recovery of profitability is continuing.
In the first half of 2009, Foton Motor Light Trucks continued to be the first in the industry; 25-40-ton semi-trailer tractors ranked second; micro-cards developed rapidly as new products, surpassing SAIC-Wuling and ranked second in the industry; and medium- and heavy-duty truck chassis ranked the industry’s No. Fourth, light passengers are also rising in adversity, achieving nearly 30% growth and ranking fourth in the industry; MPV ranks seventh in the industry. However, corporate SUVs, large and medium-sized passengers, and medium- and heavy-duty cards have declined. Guotai Junan believes that due to the large scale of production and sales of Foton Motor, the development should rely mainly on the adjustment and upgrading of product structure, and cannot simply rely on scale expansion.
Guoyuan Securities believes that the company takes “new energy” as its core strategy and plans to produce more than 10,000 new energy vehicles by 2010. In 2015, it hopes that new energy vehicles will account for 15% of the total. The new energy concept will be the company. The catalyst for the stock price to rise again.


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