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中粮工科:国泰君安于12月28日调研我司
Cofco Engineering: Guotai Junan investigated our company on December 28th.

證券之星 ·  {{timeTz}}

2021年12月31日中粮工科(301058)发布公告称:国泰君安花健祎于2021年12月28日调研我司。

The Ministry of Grain and Engineering (301058) issued a notice on December 31, 2021, saying: Guotai Junan Hua Jianyi will investigate our company on December 28, 2021.

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

问:目前公司所在的粮油板块业务的市场前景如何?

Q: what is the market prospect of the grain and oil sector business where the company is located at present?

答:国家粮食和物资储备局11月发布,十四五时期实施优质粮食工程“六大提升行动”,到2025年,新增高标准粮仓仓容2000万吨,优质粮食增加量年均增长10%以上。近年来,国家对食品安全及粮食保障的重视程度持续提升,“十四五”优质粮食工程更是提出了从粮食绿色仓储、粮食品种品质品牌、粮食质量追溯、粮食机械装备、粮食应急保障能力、粮食节约减损健康消费等方面开展“六大提升行动”,行业政策为我们下游粮油仓储及加工行业规划了广阔的发展前景。一方面,在政策引领下,各地在持续新建及扩建产能,提高粮食仓储能力,保障粮食安全,为行业发展提供了市场增量空间;另一方面,在优良优产、优粮优储的推动下,粮油仓储向着规范化、精细化、智能化、高端化的方向发展,存量产能存在大量技术升级需求。此外,国家大力推广应用具有自主知识产权和核心技术的粮油加工成套装备、粮食清理烘干装备、粮食仓储物流机械、粮食检测仪器等,促进粮机装备制造技术与数字化、智能化等技术深度融合,推动粮机装备产业转型升级,为行业发展提供了广阔的市场空间。我公司作为国内农粮食品和冷链物流行业的综合技术服务商、装备制造商,主要服务于稻米、小麦、油脂、饲料、玉米及粮食物流仓储领域和农产品冷藏、冷链物流领域,具备一流的专业集成的综合服务能力,公司将以此为契机,依托现有专业技术服务经验,聚集主业,服务好国家“十四五”优质粮食工程战略目标。

A: the State Grain and material Reserve Bureau announced in November that the "six major upgrading actions" of the high-quality grain project will be implemented during the 14th five-year Plan period. by 2025, the high-standard granary capacity will be increased by 20 million tons, and the increase of high-quality grain will increase by more than 10% a year. In recent years, the state has paid more and more attention to food safety and food security, and the "14th five-year Plan" high-quality grain project has put forward "six major promotion actions" from the aspects of grain green warehousing, grain variety quality brand, grain quality traceability, grain machinery and equipment, grain emergency security capacity, grain saving and reducing healthy consumption, etc. The industry policy plans a broad development prospect for our downstream grain and oil storage and processing industry. On the one hand, under the guidance of policies, various localities continue to build and expand production capacity, improve grain storage capacity, ensure food security, and provide market incremental space for the development of the industry; on the other hand, driven by excellent production and superior grain storage, grain and oil warehousing is developing in the direction of standardization, refinement, intelligence and high-end, and there are a large number of demand for technological upgrading of storage capacity. In addition, the state vigorously promotes and applies grain and oil processing equipment, grain cleaning and drying equipment, grain warehousing and logistics machinery, and grain testing instruments with independent intellectual property rights and core technology, promote the deep integration of grain machinery and equipment manufacturing technology with digital and intelligent technology, promote the transformation and upgrading of grain machinery and equipment industry, and provide a broad market space for the development of the industry. As a comprehensive technical service provider and equipment manufacturer in the domestic agricultural grain, food and cold chain logistics industry, our company mainly serves the fields of rice, wheat, oil, feed, corn and grain logistics storage and the cold chain logistics of agricultural products. With first-class professional and integrated comprehensive service capabilities, the company will take this opportunity and rely on the existing professional and technical service experience to gather the main industry. Serve well the strategic goal of the country's "14th five-year Plan" high-quality grain project.


问:公司在业内具备较高较全的资质,具体情况能否做个介绍?

Q: the company has relatively high and comprehensive qualifications in the industry. can you introduce the specific situation?

答:我公司拥有粮油加工行业种类齐全的高等级业务资质,如商物粮全行业(甲级),工程设计(甲级),机电安装工程(甲级)、设备监理(乙级)、工程监理(甲级)、压力容器等业务资质,我公司可以承接粮油及冷链行业(小麦、稻米、油脂、玉米及饲料加工行业,粮食物流行业,农产品储藏行业,冷链仓储物流等行业)、工程设计咨询、工程承包、机电工程系统交付及成套设备制造等业务,具备较强的集成服务能力和竞争优势,为公司的的业务开展打造坚实基础。公司取得相关资质证书在招股书中都有详细的披露。

A: our company has a full range of high-grade business qualifications in the grain and oil processing industry, such as the whole grain industry (Class A), engineering design (Class A), mechanical and electrical installation engineering (Class A), equipment supervision (Class B), engineering supervision (Class A), pressure vessels and other business qualifications, our company can undertake grain and oil and cold chain industries (wheat, rice, oil, corn and feed processing industry, grain logistics industry. Agricultural products storage industry, cold chain warehousing and logistics and other industries), engineering design consulting, engineering contracting, mechanical and electrical engineering system delivery and complete sets of equipment manufacturing and other businesses, with strong integrated service capabilities and competitive advantages, to build a solid foundation for the company's business development. The relevant qualification certificates obtained by the company are disclosed in detail in the prospectus.


问:之前公司招股说明书中披露了一些诉讼事项,请问对公司未来的经营情况有何影响?

Q: some litigation matters were disclosed in the company's prospectus before. what is the impact on the future operation of the company?

答:招股书中提及涉诉事项对我公司不会造成重大影响。目前的未决诉讼均系公司申报期前承接的项目,相关纠纷的具体案情、账务处理等情况已经在招股书中进行了详细的披露,我们已经充分预计了相关风险,针对末决诉讼和资金冻结进行了账务处理,准确的反应了诉讼对公司经营业绩的影响。公司也正在采取积极措施应对诉讼。后续我们将不断加强内部管理,规范合同审核流程,防范诉讼法律风险。

A: the matters involved in the prospectus will not have a significant impact on our company. The current outstanding lawsuits are all projects undertaken by the company before the reporting period, and the specific circumstances of the relevant disputes and accounting treatment have been disclosed in detail in the prospectus, and we have fully anticipated the relevant risks. the accounting treatment is carried out for the final litigation and capital freeze, which accurately reflects the impact of litigation on the company's operating performance. The company is also taking positive measures to deal with the lawsuit. In the follow-up, we will continue to strengthen internal management, standardize the contract review process, and guard against legal risks in litigation.


中粮工科主营业务:主要分为设计咨询、机电工程系统交付和工程承包等专业工程服务业务板块以及设备制造业务板块。其中设计咨询、机电工程系统交付和工程承包业务板块涵盖粮油及冷链领域的专业工程服务项目,同时公司还承接部分民用建筑设计业务及冷链领域延伸的冰雪工程项目,设备制造业务板块包括磨粉机、高方筛、烘干设备、榨油设备等粮油加工设备的制造。

Cofco Engineering main business: mainly divided into design consulting, mechanical and electrical engineering system delivery and project contracting and other professional engineering services business plate and equipment manufacturing business plate. Among them, the design consulting, mechanical and electrical engineering system delivery and project contracting business plate covers professional engineering service projects in the field of grain, oil and cold chain, while the company also undertakes some civil architecture design business and ice and snow engineering projects extended in the cold chain field. the equipment manufacturing business plate includes the manufacture of grain and oil processing equipment, such as grinder, high square screen, drying equipment, oil pressing equipment and so on.

中粮工科2021三季报显示,公司主营收入11.26亿元,同比下降2.42%;归母净利润7452.3万元,同比上升90.85%;扣非净利润6893.85万元,同比上升112.77%;其中2021年第三季度,公司单季度主营收入4.16亿元,同比上升40.28%;单季度归母净利润2269.6万元,同比上升1138.99%;单季度扣非净利润2264.56万元,同比上升684.21%;负债率44.88%,投资收益48.77万元,财务费用-924.03万元,毛利率22.92%。

The third quarterly report of Cofco Engineering 2021 showed that the company's main income was 1.126 billion yuan, down 2.42% from the same period last year; the net profit was 74.523 million yuan, up 90.85% from the same period last year; and the non-net profit was 68.9385 million yuan, up 112.77% from the same period last year. Among them, in the third quarter of 2021, the company's main income in a single quarter was 416 million yuan, up 40.28% from the same period last year; and the net profit in a single quarter was 22.696 million yuan, up 1138.99% from the same period last year. The non-net profit in a single quarter was 22.6456 million yuan, up 684.21% from the same period last year; the debt ratio was 44.88%, the investment income was 487700 yuan, the financial expenses were-9.2403 million yuan, and the gross profit margin was 22.92%.

该股最近90天内共有1家机构给出评级,买入评级1家;近3个月融资净流入8395.11万,融资余额增加;融券净流入15.2万,融券余额增加。证券之星估值分析工具显示,中粮工科(301058)好公司评级为3.5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)

In the last 90 days, a total of one agency gave a rating and one bought a rating; in the past three months, the net inflow of financing increased by 83.9511 million, while the balance of margin financing increased by 152000. According to the Securities Star valuation analysis tool, Cofco Engineering (301058) has a rating of 3.5 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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