Sea pot shares (301063) issued a notice on December 7, 2021, saying: southern fund Xiong Lin Zou Yinlong Zhang Lei Chen Zhuo Zhong Li Zhenxing Fan Jiazhao Wan Yimin Wang Donghua and Western Securities Cheng Jiaoxin investigated our company on December 7, 2021.
The main contents of this survey are as follows:Q: what is the company's existing product structure in the field of wind power?
Answer: the company's existing wind power products are wind power gearbox forgings, yaw variable paddle forgings, wind tower flange forgings and so on.
Q: what is the gross profit margin of the company's wind power products?
A: the company's overall gross profit margin for wind power products is about 17%.
Q: what is the customer base of the company's oil and gas equipment forgings?
Answer: the company's oil and gas equipment forgings are mainly exported, and most of the main export customers are international well-known oil and gas equipment manufacturers.
Q: what is the market share of the company's wind power gearbox products?
Answer: according to the available public information, it is impossible to obtain the overall forgings output or demand data in the application field of wind power equipment, and it is impossible to directly calculate the market capacity and market share of this segment of the industry. However, the company's wind power gearbox income has increased year by year in the past three years, and the gearbox business income in the first to third quarters of 2021 has exceeded that of last year, which shows that the market share of this business has been steadily increasing.
Q: how much is the company's wind gearbox revenue?
A: the company's wind power gearbox revenue in the first three quarters of 2021 is about 236 million.
Q: which product has higher production technology, such as wind gearbox, yaw variable oar or tower flange?
Answer: the technical requirements and processing difficulty of wind power gearbox forgings are higher than those of wind power yaw, variable propeller bearings and tower flanges and other wind power forgings.
Q: is the raw material cost of the company's wind power products the same?
Answer: the material cost of wind power gearbox forgings is higher than that of wind power yaw, variable propeller bearings and tower flanges.
Q: what do you think of the future gearbox market?
A: from the analysis of the current market situation, the gearbox business in the near future and in the next few years will be very full.
Main business: mainly engaged in R & D, production and sales of special forgings for large and medium-sized equipment, which are widely used in oil and gas exploitation, wind power generation, machinery and equipment, as well as ships, nuclear power and other fields. to provide global equipment manufacturers with customized forgings products and parts with good comprehensive performance and stable quality.
The third quarterly report of Sea Pot shares 2021 showed that the company's main income was 752 million yuan, down 0.56% from the same period last year; the net profit was 65.7186 million yuan, down 16.97% from the same period last year; and the non-net profit was 56.5063 million yuan, down 22.93% from the same period last year. Among them, in the third quarter of 2021, the company's main income in a single quarter was 231 million yuan, down 31.98% from the same period last year; the net profit in a single quarter was 13.016 million yuan, down 62.35% from the same period last year The non-net profit in a single quarter was 12.5236 million yuan, down 61.27% from the same period last year; the debt ratio was 41.03%, the investment income was 194200 yuan, the financial expenses were 7.9272 million yuan, and the gross profit margin was 16.47%.
The stock has no agency rating in the last 90 days. In the past three months, the net outflow of financing was 2.3255 million, and the financing balance decreased; the net inflow of securities was 62500, and the balance of securities lending increased. Securities Star valuation analysis tool shows that Sea Pot shares (301063) good companies have a rating of 3 stars, a good price rating of 1 star, and a comprehensive valuation rating of 2 stars. (rating range: 1-5 stars, up to 5 stars)