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海锅股份:弘毅远方基金、RPower等5家机构于12月9日调研我司
Hai Pot Co., Ltd.: Hony far away Fund, RPower and other five institutions investigated our company on December 9th.

證券之星 ·  {{timeTz}}

2021年12月9日海锅股份(301063)发布公告称:弘毅远方基金许凡、RPower李一山、申九资产温晓、兴全基金李扬、东吴证券罗悦于2021年12月9日调研我司。

Hony distant Fund Xu Fan, RPower Li Yishan, Shenjiu Asset Wen Xiao, Xingquan Fund Li Yang and Soochow Securities Luo Yue investigated our company on December 9, 2021, Haipan (301063) announced on December 9, 2021.

本次调研主要内容:
The main contents of this survey are as follows:

问:公司目前锻件总产能多少?

Q: what is the total production capacity of forgings in the company at present?

答:2020年公司锻件总产量超10万吨。

A: in 2020, the company's total output of forgings exceeded 100000 tons.


问:公司现在最大可以做多大兆瓦的齿轮箱锻件?

Q: what is the maximum size of gearbox forgings that the company can make now?

答:公司风电齿轮箱锻件生产工艺成熟,目前已量产海上11MW风电齿轮箱锻件,后续公司会密切关注齿轮箱市场发展趋势,在做好技术储备的基础上积极参与主机厂更大机型齿轮箱锻件的批量生产。

Answer: the production process of the company's wind power gearbox forgings is mature. At present, the company has mass produced 11MW wind power gearbox forgings at sea. The follow-up company will pay close attention to the development trend of the gearbox market and actively participate in the mass production of larger gearbox forgings in the mainframe factory on the basis of technical reserve.


问:公司油气锻件的客户群体?

Q: what is the customer base of the company's oil and gas forgings?

答:公司油气装备锻件以外销为主,主要外销客户多为国际知名油气装备制造商。

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.


问:公司一至三季度风电产品锻件细分收入比例?

Q: the proportion of the company's revenue from forgings for wind power products in the first to third quarters?

答:公司2021年一至三季度风电锻件产品中,风电齿轮箱锻件收入占比约49%,风电轴承锻件占比约49%。

A: among the company's wind power forgings products from the first to third quarters of 2021, the revenue of wind power gearbox forgings accounts for about 49%, and wind power bearing forgings account for about 49%.


问:2020年公司齿轮箱锻件毛利率低于风塔法兰毛利率的原因?

Q: why is the gross margin of gearbox forgings lower than that of wind tower flange in 2020?

答:公司产品在销售时采用成本加成的定价模式,根据原材料成本、加工成本以及一定的利润水平确定产品价格。而风电齿轮箱锻件因其特殊的工艺、技术要求,原材料成本显著高于风电偏航、变桨轴承以及塔筒法兰,导致计算出的毛利率会低于产品质量要求相对低一些的产品。

Answer: the company's products are sold with a cost-plus pricing model, and the product price is determined according to the cost of raw materials, processing costs and a certain level of profit. Because of its special process and technical requirements, the raw material cost of wind power gearbox forgings is significantly higher than that of wind power yaw, variable propeller bearings and tower flanges, so the calculated gross profit margin will be lower than that of products with relatively lower product quality requirements.


问:公司成为风电齿轮箱锻件的供应商是否要通过终端客户的认证?

Q: does the company need to be certified by the end customer to become a supplier of wind power gearbox forgings?

答:是需要通过终端客户认证的。

A: it needs to be certified by the end customer.


问:风电装备锻件收入占主营业务收入比例情况?

Q: the proportion of wind power equipment forgings income to the main business income?

答:公司2020年风电装备锻件占主营业务收入的60%左右,今年还会有所提升。

A: the company's wind power equipment forgings accounted for about 60% of the main business income in 2020, and it will increase this year.


问:如何看待未来油气市场?

Q: how do you view the future oil and gas market?

答:从四季度市场情况分析,油气市场在逐步复苏,对于明年的市场,公司比较有信心。

A: from the analysis of the market situation in the fourth quarter, the oil and gas market is gradually recovering, and the company is more confident about the market next year.


海锅股份主营业务:主要从事大中型装备专用锻件的研发、生产和销售,产品广泛应用于油气开采、风力发电、机械装备以及船舶、核电等领域,为全球装备制造商提供综合性能好、质量稳定的定制化锻件产品及零部件

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.

海锅股份2021三季报显示,公司主营收入7.52亿元,同比下降0.56%;归母净利润6571.86万元,同比下降16.97%;扣非净利润5650.63万元,同比下降22.93%;其中2021年第三季度,公司单季度主营收入2.31亿元,同比下降31.98%;单季度归母净利润1301.6万元,同比下降62.35%;单季度扣非净利润1252.36万元,同比下降61.27%;负债率41.03%,投资收益19.42万元,财务费用792.72万元,毛利率16.47%。

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%.

该股最近90天内无机构评级。近3个月融资净流入185.7万,融资余额增加;融券净流入6.26万,融券余额增加。证券之星估值分析工具显示,海锅股份(301063)好公司评级为3星,好价格评级为1星,估值综合评级为2星。(评级范围:1 ~ 5星,最高5星)

The stock has no agency rating in the last 90 days. In the past three months, the net inflow of financing was 1.857 million, and the financing balance increased, while the net inflow of securities was 62600, 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)

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