CNH工业公司(CNH.N)今早盘前大跌5.65%,引发市场广泛关注。
消息人士透露,该公司预计2025年利润将低于华尔街预期,主因是预计农业和建筑设备市场销量将同比大幅下滑。具体来看,CNH预计今年农业部门销量将同比下降13%至18%,建筑部门销量也将下滑5%到10%。
为降低经销商库存水平,CNH将继续减小产量,产量将持续低于零售需求。该公司第三季度末经销商超额库存在10亿至15亿美元之间。由于全球农业收入下降、农机需求疲软,导致经销商库存增加、补货力度放缓。
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