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国力股份:中欧基金于12月29日调研我司
National Power Co., Ltd.: China Europe Fund investigated our company on December 29.

證券之星 ·  {{timeTz}}

2022年1月4日国力股份(688103)发布公告称:中欧基金刘金辉 李维 金旭炜于2021年12月29日调研我司。

On January 4, 2022, Guoli (688103) issued an announcement saying: Liu Jinhui, Li Wei, Jin Xuwei, a China-Europe fund, investigated our company on December 29th, 2021.

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

问:请简单介绍下公司的主要产品有哪些,产品的应用领域是哪些?

Q: please briefly introduce what are the main products of the company and what are the application areas of the products?

答:公司的主要产品有陶瓷高压直流接触器、接触点组、陶瓷高压真空继电器、真空交流接触器、陶瓷真空开关管、陶瓷真空电容器、真空有源器件。公司产品系列丰富,广泛应用于新能源汽车、国防军工、航天航空、雷达通讯、半导体设备、煤炭、电力、储能、安检、工业探伤及辐照等领域。近年来,随着技术的进步和产业的升级,公司的产品应用不断延伸,逐渐扩展到光伏、储能、柔直输配电、轨道交通等行业和领域。

A: the company's main products are ceramic high voltage DC contactors, contact point sets, ceramic high voltage vacuum relays, vacuum AC contactors, ceramic vacuum switches, ceramic vacuum capacitors, vacuum active devices. The company has a wide range of products, which are widely used in new energy vehicles, national defense, aerospace, radar communications, semiconductor equipment, coal, electric power, energy storage, security inspection, industrial flaw detection and irradiation and other fields. In recent years, with the progress of technology and industrial upgrading, the company's product applications continue to extend to photovoltaic, energy storage, flexible direct transmission and distribution, rail transit and other industries and fields.


问:请介绍一下公司直流接触器的产能规划?

Q: could you tell me something about the production capacity planning of the company's DC contactor?

答:公司2020年度陶瓷高压直流接触器的产能是142.8万只,产能利用率是83.01%。公司产品的扩产周期至少6个月。我们的机器设备都是定制化的,设备和原材料不需要进口,不存在被卡脖子的问题。我们在生产环节的优势是有自己的电镀牌照。随着下游市场需求的不断扩张,应用领域的扩展,为扩充公司未来产品线,提高市场占有率,公司将不断丰富并优化产品结构,提高现有产品生产稳定性及产量,未来公司产品产能将会呈现爬坡式增长。等产能上来之后,我们总体的成本还会进一步下降,目前我们产品的规模化优势还没有体现出来。

A: the production capacity of ceramic HVDC contactors in 2020 is 1.428 million, and the capacity utilization rate is 83.01%. The production expansion cycle of the company's products is at least 6 months. Our machinery and equipment are customized, equipment and raw materials do not need to be imported, there is no problem of getting stuck. Our advantage in production is that we have our own electroplating license. With the continuous expansion of downstream market demand and the expansion of application fields, in order to expand the company's future product line and increase market share, the company will continue to enrich and optimize the product structure and improve the production stability and output of existing products. in the future, the company's product production capacity will show a climbing growth. After the production capacity increases, our overall cost will further decline, and the large-scale advantage of our products has not yet been reflected.


问:公司在电真空器件市场的地位?

Q: what is the company's position in the electric vacuum device market?

答:在真空电容器方面,公司主要竞争对手主要为国外品牌,但公司产品具有耐压高、承载电流大、损耗小、寿命长等特点,在性能参数等方面与国外竞争对手基本相当,且生产成本较低。公司的真空交流接触器应用于光伏逆变器、风电变流器等,陶瓷高压直流接触器应用于光伏、风能发电及储能电路系统中用以保护电路、防漏电、提升电路寿命。公司进入光伏风能及储能市场的时间相对较短,通过陆续配套特变电工、阳光电源等下游新能源厂商设备,在市场中树立了良好的口碑。原来逆变器是用的空气开关,但空气开关的修理成本比较高,而真空交流接触器可以做到20年免维护,所以很多客户现在已经选择直接使用真空交流接触器作为交直流变化的转换开关。

A: in terms of vacuum capacitors, the company's main competitors are mainly foreign brands, but the company's products have the characteristics of high voltage resistance, large load current, low loss and long life, and are basically the same as foreign competitors in terms of performance parameters. and the production cost is low. The company's vacuum AC contactors are used in photovoltaic inverters and wind power converters, and ceramic high-voltage DC contactors are used in photovoltaic, wind power generation and energy storage circuit systems to protect circuits, prevent leakage and improve circuit life. The company has entered the photovoltaic wind energy and energy storage market for a relatively short time, and has established a good reputation in the market by supporting special electricians, solar power and other downstream new energy manufacturers' equipment. The original inverter is an air switch, but the repair cost of the air switch is relatively high, and the vacuum AC contactor can be maintenance-free for 20 years, so many customers have chosen to directly use the vacuum AC contactor as the AC / DC conversion switch.


问:可否简单介绍一下公司未来发展的前景或趋势?

Q: could you briefly introduce the prospects or trends of the company's future development?

答:电子真空器件的主要应用场合多为高频、高压、大电流等严苛环境,随着其在航天、军工、半导体、新能源汽车、光伏风能等对核心器件使用寿命要求较高领域的应用需求不断拓展提升,为了适应多等级电力环境,保证设备的使用寿命,对电子真空器件的机械寿命和电寿命都提出了更高的要求。因此要求电子真空产品的生产厂商具有较强的可靠性设计能力,不断降低制造缺陷,并通过严格控制元件器件筛选和评价、产品的检验和试验手段来提高产品的可靠性。现在我们下属的子公司国力研究院也将引进几位博士,他们都是带着课题过来的,公司也愿意为人才提供一个好的发展平台。未来公司将会实施有吸引力的薪酬方案,让更多的人才加入我们公司,和我们公司一起成长。

Answer: the main applications of electronic vacuum devices are harsh environments such as high frequency, high voltage and high current. With the continuous expansion and improvement of its application demand for high service life of core devices in aerospace, military industry, semiconductors, new energy vehicles, photovoltaic wind energy and other fields, in order to adapt to the multi-grade power environment and ensure the service life of the equipment, higher requirements are put forward for the mechanical life and electrical life of electronic vacuum devices. Therefore, the manufacturers of electronic vacuum products are required to have a strong reliability design capability, constantly reduce manufacturing defects, and improve the reliability of products by strictly controlling the screening and evaluation of components, product inspection and testing. Now our subsidiary National strength Research Institute will also introduce several PhDs, they all come here with topics, and the company is also willing to provide a good development platform for talents. In the future, the company will implement an attractive compensation scheme to let more talents join our company and grow with our company.


国力股份主营业务:电子真空器件的研发、生产、销售与技术服务。

National Power Co., Ltd. main business: research and development, production, sales and technical services of electronic vacuum devices.

国力股份2021三季报显示,公司主营收入3.42亿元,同比上升30.19%;归母净利润5088.16万元,同比下降57.35%;扣非净利润4699.54万元,其中2021年第三季度,公司单季度主营收入1.24亿元,同比上升20.96%;单季度归母净利润1675.94万元,同比下降84.77%;单季度扣非净利润1558.19万元,负债率23.02%,投资收益44.43万元,财务费用77.97万元,毛利率43.45%。

According to the third quarterly report of Guoli shares 2021, the company's main income was 342 million yuan, up 30.19% from the same period last year; the net profit was 50.8816 million yuan, down 57.35% from the same period last year; deducting 46.9954 million yuan from non-net profit, of which in the third quarter of 2021, the company's main income in a single quarter was 124 million yuan, up 20.96% from the same period last year; and the net profit in a single quarter was 16.7594 million yuan, down 84.77% from the same period last year. In a single quarter, the non-net profit is 15.5819 million yuan, the debt ratio is 23.02%, the investment income is 444300 yuan, the financial expenses are 779700 yuan, and the gross profit margin is 43.45%.

该股最近90天内共有1家机构给出评级,增持评级1家;近3个月融资净流入1350.87万,融资余额增加;融券净流入736.47万,融券余额增加。证券之星估值分析工具显示,国力股份(688103)好公司评级为2.5星,好价格评级为0.5星,估值综合评级为1.5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 increased its holding rating; in the past three months, the net inflow of financing increased by 13.5087 million, and the balance of financing increased; and the net inflow of securities increased by 7.3647 million. According to the Securities Star valuation analysis tool, Guoli (688103) good company has a rating of 2.5 stars, a good price rating of 0.5 stars, and a comprehensive valuation rating of 1.5 stars. (rating range: 1-5 stars, up to 5 stars)

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