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Typhoon Atsani forms as Narra suspends trains in Guangxi: Why is typhoon activity unusually high this year?_我的网站

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一 |     营业总收入:17.67 亿元,同比增长 0.36%归母净利润:-4.89 亿元,同比下降 57.41%扣非净利润:-4.83 亿元,同比下降 52.19%经营现金流:-2.67 亿元,同比下降 195.45%加权平均净资产收益率:-5.66%基本每股收益:-0.2093 元,同比下降 57.37%稀释每股收益:-0.208 元,同比下降 56.39%AI 解读本次财报营收小幅增长,亏损幅度大幅扩大,未能达到市场普遍预期。    

Rescue personnel use boats to evacuate residents to safety after flooding hit a town in Ningming county, South China's Guangxi Zhuang Autonomous Region, on August 23, 2026, following the impact of a typhoon. Photo: VCG
Rescue personnel use boats to evacuate residents to safety after flooding hit a town in Ningming county, South China's Guangxi Zhuang Autonomous Region, on August 23, 2026, following the impact of a typhoon. Photo: VCG
China's National Commission for Disaster Prevention, Reduction and Relief and the Ministry of Emergency Management activated a Level-IV national disaster relief emergency response for South China's Guangxi Zhuang Autonomous Region on Monday after Typhoon Narra, the 19th typhoon of this year, caused severe flooding in the region that led to passenger train suspensions. A working group was sent to the affected areas to assess damage and assist with evacuations, resettlement and basic relief efforts, China Central Television (CCTV) reported on Monday. 
The China Meteorological Administration raised its emergency response for major weather disasters, including typhoons, torrential rain and severe convective weather, to Level III at 11:50 am on Monday. 
China's National Meteorological Center (NMC) continued to issue a yellow alert for rainstorm and a blue alert for typhoon at 6 am on Monday, forecasting torrential rainfall in parts of coastal regions as well as Liaoning and Heilongjiang provinces. The rainfall on Taiwan Island is forecast to reach 250 to 300 millimeters between Monday morning and Tuesday morning, CCTV reported. 
Typhoon Narra was located over the Beibu Gulf about 185 kilometers west-southwest of Beihai, Guangxi, at 5 am on Monday, with maximum winds of 23 meters per second near its center. 
It is expected to linger over the Beibu Gulf and strengthen to severe tropical storm, with winds of up to 25 to 28 meters per second. From Monday night, it will turn northward and move at 5 to 10 kilometers per hour toward the coast from Guangxi to western Leizhou Peninsula in South China's Guangdong Province.
Meanwhile, Typhoon Atsani, the year's 21st typhoon, formed Monday morning. Its center was located about 1,970 kilometers east-southeast of Taipei of the Taiwan Island at 8 am, and is expected to move north-northeast at 15 to 20 kilometers per hour, with little change in its strength, CCTV reported. 
Rescue personnel use boats to evacuate residents to safety after flooding hit a county in Fangchenggang city, South China’s Guangxi Zhuang Autonomous Region, on August 23, 2026, following the impact of a typhoon. Photo: VCG
Rescue personnel use boats to evacuate residents to safety after flooding hit a county in Fangchenggang city, South China’s Guangxi Zhuang Autonomous Region, on August 23, 2026, following the impact of a typhoon. Photo: VCG
Due to the impact of Typhoon Narra, Ningming county in Guangxi is forecast to see moderate to heavy rain and locally torrential rain from Wednesday to Thursday. In response to typhoon, heavy rainfall and flood warnings, multiple passenger train services have been suspended from Sunday to Thursday, according to CCTV. 
According to Zhang Ling, a chief weather forecaster at the NMC, Typhoon Narra remains stalled over the Beibu Gulf as several surrounding weather systems compete to steer the storm, with none dominant. Meanwhile, warm waters and abundant monsoon moisture are helping Typhoon Narra persist, bringing prolonged rain and strong winds to southern China's coast, the Beibu Gulf and the northern South China Sea. 
Rescue personnel use boats to evacuate residents to safety after flooding hit a county in Fangchenggang city, South China’s Guangxi Zhuang Autonomous Region, on August 23, 2026, following the impact of a typhoon. Photo: VCG
Rescue personnel use boats to evacuate residents to safety after flooding hit a county in Fangchenggang city, South China’s Guangxi Zhuang Autonomous Region, on August 23, 2026, following the impact of a typhoon. Photo: VCG
On Saturday, Fangchenggang in Guangxi recorded a maximum accumulated rainfall of 404.9 millimeters. As more rain is expected in Guangxi and other areas, attention should be paid to the cumulative effects of prolonged rainfall, with southern Guangxi facing heightened risks from heavy cumulative rainfall and intense short-duration downpours, Zhang told the Global Times on Monday. 
According to Ma Jun, director of the Institute of Public and Environmental Affairs, 21 typhoons have formed over the western North Pacific and South China Sea this year, nine more than the historical average for the same period. 
The surge in activity is closely related to the current super El Nino conditions. During an El Nino event, hurricane activity in the Atlantic tends to be suppressed, resulting in fewer storms, while typhoon activity in the western Pacific tends to increase. The number of typhoons formed so far this year is consistent with the typical pattern of typhoon activity during an El Nino year, Ma told the Global Times on Monday. 

二 | 财报亮点汇总本期实现营业收入 17.67 亿元,同比增长 0.36%,营收基本持平于上年同期。归属于上市公司股东的净亏损为 4.89 亿元,同比扩大 57.41%,亏损幅度显著增加。

三 | 扣除非经常性损益后的净亏损为 4.83 亿元,同比扩大 52.19%。基本每股收益为 -0.21 元,同比下降 57.37%;稀释每股收益为 -0.21 元,同比下降 56.39%。

四 | 加权平均净资产收益率为 -5.66%,同比下降 2.05% 个百分点。经营活动现金流净额为 -2.67 亿元,同比下降 195.45%,主要因前置备货带来现金流流出增加。亏损原因说明2026 年半年度归母净利润同比减少,主要受多重因素影响:上半年国内乘用车市场内需疲软、销量大幅下滑,上游原材料成本抬升压缩整车厂商利润,下游车企收紧零部件采购预算并向上游传导经营压力,导致公司智驾、车规芯片、高精地图服务等核心产品售价下行、盈利空间被持续挤压;本期智芯、智驾业务收入大幅回落,智云板块高毛利的高精地图服务收入显著下滑,虽数据合规服务业务实现大幅增长,但云资源采购成本上涨拉低板块整体毛利;叠加公司处于战略转型周期,研发刚性投入持续发生,行业外部承压与内部阶段性投入共同推动本期利润同比下滑、亏损有所扩大。

五 | 重要事项2026 年 2 月,公司完成 2025 年员工持股计划非交易过户,过户股份数量 6,073,276 股。2026 年 6 月,公司完成 513,000 股限制性股票的回购注销手续。控股股东及实际控制人本期均未发生变更,股权结构稳定。风险提示:本文内容由 AI 自动分析生成,仅供参考,不代表观点。如有出入请以证监会指定上市公司信息披露平台为准。

六 | 本文内容不构成投资建议,如有投资者据此操作,风险自担,对此不承担任何责任。

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Published on:14:01:44


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