豪华跑车制造商阿斯顿·马丁在其全球销售和利润预期上做出了大幅下调，原因归咎于供应链受阻以及中国市场需求疲软。周一，其在伦敦的交易中股价最大单日跌幅高达28%，这是自2020年3月以来的最大跌幅，年内股价已缩水近一半。
据公司透露，在中国和其他主要汽车供应商因火灾、洪水和财务困境等导致零部件交付延迟的情况下，车辆生产周期也因此拉长。阿斯顿·马丁CEO表示，过去曾经历过“供应方不稳定”的情况，“然而现在不同的是”，在过去6到9个月内，“大型供应商”遭受的损失规模是他职业生涯中未曾见过的。
除了中国市场需求下滑之外，电动汽车（EV）市场的表现也令人失望。同时，供应链问题加剧了局势，英国、德国和中国等国家均受到铝材关键供应商洪灾的影响。
阿斯顿·马丁预测，今年的销量将比之前预期低约1,000辆，相当于减少了大约15%；调整后的税前利息与折旧前利润将略低于去年水平。该公司也不再预计第二季度会获得正向自由现金流。此外，德国另一汽车制造商也在同日下调了业绩展望。
据报道，阿斯顿·马丁是在2020年由亿万富翁挽救的。然而，他目前正努力扭转公司局面，并在接管后进行了多次资本筹措。对此，Stroll寄希望于更频繁推出新车型和通过F1赛事的热度来复兴公司。最新指导调整是现任CEO Hallmark上任后所做出的第一个动作。Hallmark正在着手改变阿斯顿·马丁的命运。
此外，这家公司在本周一表示，将不再追求今年40%的毛利率目标。
新闻来源：www.bloomberg.com
原文地址：Aston Martin Cuts Outlook on Supply Chain Issues, Weak China
新闻日期：2024-09-30
原文摘要：
plunged after the luxury sports-car maker lowered its guidance for the year, blaming supply chain disruption and weak demand in China. The shares dropped as much as 28% in London trading on Monday, the biggest intra-day move since March 2020. The stock has almost halved since the start of the year. The British carmaker said fires and floods had affected top automotive suppliers, while others had run into financial difficulty and even collapsed. This delayed component deliveries, which caused vehicles to take longer to complete in recent months.Aston Martin has had experience dealing with “instability” among suppliers in the past, new Chief Executive Officer said on a call with analysts. “What is different now over the past six-to-nine months is the blue-chip suppliers have had fires, floods or administrators appointed to an extent and a scale that I personally haven’t seen in my career.”The warning is part of broad woes led by a downturn in demand in China and disappointing EV demand. Supply issues have also been a negative, with , , and affected by floods at a key aluminum supplier .Aston Martin predicts annual sales will now be about 1,000 vehicles — around 15% — lower than before. Adjusted earnings before interest, tax and amortization will be slightly below last year’s level, and the carmaker no longer expects positive free cash flow during the second part of the year. on Friday also lowered its outlook, following Mercedes and BMW, due to disappointing sales at its core namesake brand and a drop in demand in China. on Monday also reduced forecasts.Aston Martin was rescued by in 2020 but the billionaire is struggling to turn around the company, which has required several capital raises since he took over. Stroll is betting that releasing more models more frequently and the hype around Formula One racing will help revive the company.The guidance cut is the first move by Hallmark, the former boss who started this month and is tasked with changing Aston Martin’s fortunes.The company said Monday it won’t hit its previous 40% gross margin target for this year.
