2011年1月11日星期二

Huagong Tech (000988): four business full flowering (the best of networking mixer)  , double rating _ gonggong

The company is a University background in high-tech company, the controlling shareholder to Huazhong University of science and industry group, a series of mergers and restructuring, the company has formed a 4 core business that is laser processingwells fargo home equity loans equipment and complete equipment, integrated laser holographic anti-counterfeiting label and packaging materials, sensitive electronic components, optical communication devices and modules, in four broad areas market share in the domestic leading level, its laborers image, high Daniel e, Jung-won Photon, huagong laser has become well-known leading their respective fields. 1, laser processing equiDesk Help Software Trackingpment: gross margin increase and new products are the main points. (1) laser manufacturing was better than exHelp Desk Tracking Softwarepected, the order was in March of next year, large format laser cutting has signed 2 billion order. (2) the company has developed the ultraviolet, green, and fiber lasers, related precision processing equipment (mainly used for thin film solar cells and LED wafer cutting) have also been put into the market. Company in thin-film solar manufacturing equipment and Sweden Oerlikon, tianwei Yingli comprehensive cooperation products next year a large number of promotion. (3) in the laser processing equipment revenue structure, large equipment accounted for 70% (mainly used in engineering machinery, automotive vehicle manufacturing), laser precision machining 30%, in laser precision machining, the company has done for Apple 3 months of testing, has over 10 million orders, notably ultraviolet laser application in special marking, the next step will be full cooperation. (4) in a large device context, the next step, automobile and Chery online welding talking almost the same. The company developed a fiber laser at the exhibition a concern, weapon industry group and recent Sanjiang Aerospace are to visit our company and to seek further in-depth cooperation (5) 50% of the laser is designed for, the future will focus on the development of high-end products, such as high-power cutting to develop large format, low-power products for precision equipment. (6) the company product gross profit margin compared to Han's laser is much lower, the company believes that the main reason is the product structure is different and the insufficient capacity of machining facilities, the company's products due to high power cutting products, and high-power products mainly imports previously to the laser, the gross profit is relatively low, and Wuhan machined and Shenzhen have a long way to go, also makes it more costly. The company shares project will increase the company machine processing capabilities, and as independent fiber lasers-the core parts of the business, the company is expected to be sustained increase gross margins. (7) company currently order growth quickly. Laser cutting machine monthly 3000 million orders, this year's contribution to net profit up by at least doubled. 2., optical communication devices, these products will be observed 10G, gross margin, or will quickly enhance. (8) the company products mainly for Huawei, ZTE, Datang, matching, such as GPON Nuoxi Huawei accounted for more than 30%, Huawei is currently 2.5G and 6G products fully open to the company, in CSS�� and fiber to the home of the promotion, the next great development space, 10G products now supply small quantities, more than three billion next year. Including LTE module is also in development. The company now has launched 40G products, price is very high (10G product price 800-$ 900, $ 40G available, no competitors, is to deliver the stage). Company target is the optical communication devices next year income reached 8 billion. 3, sensitive components: applications development-growth brought about by the outbreak. (9) company sensitive components mainly thermistor temperature sensor, which is the core part, the main customer is the domestic appliance company, is America's only vendor, gree and transfer company is a corporate client, double growth this year. (10) the business fast growth was mainly attributable to the company products applications has been expanded to the air conditioning and refrigerator, and with electrical appliances customer appliances Hyper-Intelligent direction, air conditioning, refrigerator on temperature sensor demand has increased. Company and air conditioning manufacturers close cooperative relationship has also brought new business, such as gree has decided to harness product orders to the company. New product development mainly in the automotive area, is the company's future growth point of Bacardi, currently still relatively small, only a few million of revenue. (11) the objectives of the company this year is income reached three million, 5-6 billion next year, in 2012 to reach $ 1 billion this year production capacity has been very nervous, the company will raise funds in place before the first in the construction of the expansion in xiaogan. 4, laser holographic anti-counterfeiting: application of networking is maximum points. (12) traditional Chinese image business laser holographic anti-counterfeiting applications, mainly for alcoholic drinks, cosmetics and other industries to provide anti-fake identification that currently maintain steady growth. (13) in the spring tide of networking, companies rely on its own technical strength to RFID-related applications, the future is the main image of Chinese laborers. Previous main programs 08, assumed the Ministry of industry and information management system of biological origin, national rail cars, carriages of goods traceability management, 10 several extension railway company. East Lake scenic area ticket management development by the company. (14) Iran railway project, fiberhome international contracting, the company in charge of making and of networking-related systems and software platforms, mark price 1200 million euros, the implementation period of 1 year or so, the company accounted for calculating hardware 7 million, at least 30% of the gross profit margin, the Software 500 000 to Institute cooperation of railways and. As regards visa asked IranQuestion delay signing is expected before the end of the year should be checked. (15)�����⹤�̡� Hubei five pilot cities company took four cities (xiantao, Enshi, Yichang, ezhou), currently only local pilot, overall size, each city probably several million, mainly by the label, the reader and the background software system. Is a project of Huimin, is a long line of products, you can follow up your maintenance costs, upgrade fees. 5, strategy and target: to enter the fast development phase, in financing the project implementation. (16), 12 5 development of the company is in the direction of the two strategies, one is the manufacturing of high-end, full development of high-margin, high-value-added products, enhance corporate profitability; second, on the one hand, the trade and services, is to enhance the device's service maintenance fees (in large cutter, annual maintenance fees are 10 tens), on the other hand is the laser plasma cutting processing station, providing mechanical processing services. (17)Ŀ�ꡣ The company plans to 12 v internal 30-50% growth, revenue scale do 80-100 million. It is expected that the main business profits will grow by more than 100%, it is expected to realize double next year. (18) companies under implemented prior to the issuance of a full launch three equity investment projects, in all areas of the future will be a substantial expansion, after going through the integration of business, the company has entered into a rapid development phase.

没有评论:

发表评论