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海锅股份:东北证券、西南证券等5家机构于1月6日调研我司

Hai Pot shares: northeast Securities, Southwest Securities and other five institutions investigated our company on January 6.

證券之星 ·  01/07 04:26

2022年1月6日海锅股份(301063)发布公告称:东北证券唐凯 韩金呈 顾一弘、西南证券邰桂龙 王宁、招银理财张弛、德邦证券刘睿、华富基金邓翔于2022年1月6日调研我司。

本次调研主要内容:

问:公司2021年锻件总产能多少?

答:2021年公司锻件总产量超10万吨。


问:公司2021年风电锻件,油气锻件产能占比情况?

答:预计2021年风电锻件产能占比60%左右,油气占比30%左右,具体数据以公司披露的2021年度报告为准。


问:2021年公司风电锻件产品主要有哪些?

答:公司2021年风电锻件主要为齿轮箱锻件、偏航变桨锻件为主。


问:公司风电锻件产品齿轮箱锻件毛利率低于偏航变桨锻件的原因?

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。而齿轮箱锻件产品因其特殊的工艺、技术要求,原材料成本高于偏航变桨类锻件,导致计算出的齿轮箱锻件毛利率低于偏航变桨锻件。


问:公司风电,油气产品是否存在运输半径?

答:公司所有产品均不存在运输半径的问题。


问:水压机与油压机的产品的主要区别?

答:水压机工作时的优点是力量大、施力缓慢均匀、无震动,因此被锻造的钢铁内部结构密实、有韧性、不易断裂,生产出的产品性能更加稳定,能满足某些产品的特殊工艺要求。


问:公司是否存在行业壁垒?

答:锻件产品的定制化特点决定了锻件行业尤其是大型、高端锻件领域具有较高行业壁垒,如资质认证及客户壁垒、设备与资金壁垒、技术与经验壁垒等。


问:公司募投项目之一“高端装备关键零组件精密加工项目,主要为哪个领域?

答:本项目主要为丰富公司产品种类,优化公司产品结构,围绕陆地与深海油气设备、风电工程设备专用件所需,加工生产深海工程设备、风电工程设备等高端装备所用的高品质钢锻件及关键组件。


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

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%。

该股最近90天内无机构评级。近3个月融资净流入2209.21万,融资余额增加;融券净流入0.0万,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)

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