In 2009, the global financial crisis to the tremendous impact the real economy. laptop battery The face of difficulties, a number of companies caught since the second quarter of 2009, the recovery of the domestic auto market growth opportunities.
They are in the technology development and new market development has made new achievements and breakthroughs. The first quarter of this year after the release of economic data, economic trends have been established to the good, the delivery of orders for sales of equipment industry also began to rise.
Sailing shares: 91% battery business income share
Financial crisis, difficult to achieve a turnaround in the last year, the company’s R & D capabilities in the field of batteries for industry has been staggering. canon NB-5H battery The long term, the development of new energy battery business prospects.
2009, Sailing shares (600482.SH) operating income 2.683 billion yuan, down 14.81%; a total profit of 50.75 million yuan, the same period in 2008 -2.84 million; attributable net profit of 44.39 million yuan in the parent company owners, -2.87 billion in the same period in 2008.
Although the overall performance turnaround, but the prices of raw materials, battery sales prices have declined year on year, thus affecting revenues. Annual report, the company achieved operating income of the battery business last year 2.638 billion yuan, down 13.14%.
But the company’s new energy battery Sony Digital Camera Battery business long term is still bullish. Currently, the company’s lithium-ion battery project schedule by about 73% completed, the progress of the completion of the project of industrial batteries, about 81%, other non-fund-raising projects are also progressing steadily.
2010, Sailing shares need to do is focus on cost reduction. Consolidated gross margin was relatively stable in the case, the cost of the controls during the company’s earnings plays a vital role.
Silver round stock: New SCR system is expected to over 60% market share
Silver round stock (002126.SZ) as the largest heat exchangers companies, benefit from the automotive, construction machinery industry growth,sony NP-F550 battery export recovery obvious follow-up R & D reserves to support growth. Some analysts predict that the company is developing a new SCR system is expected over the next 60% market share
In fact, in 2009 the company profitability has increased significantly. Filing shows in 2009, the company achieved operating income of 896 million yuan, down 8.85%; operating profit of 64.21 million yuan, up 22.89 percent; net profit attributable to parent company, the owner of 53.98 million yuan, up 23.95 percent. The most important is the company’s gross margin in 2009 was 30.20%
Significantly improve on the one hand a victory margin ERG cooler heavy volume. ERG cooler maintained at 50% gross profit margin of about high annual revenue growth of more than 100% year on year, the proportion of total product revenue to increase substantially the overall gross margin the company in 2009 reached a record high of 30%. ERG 2010 is widely expected product sales will continue to maintain rapid growth, gross margins will gradually return to 40%.
In 2009, the company’s main raw materials: composite aluminum,sony NP-FR1 battery stainless steel band, brass band of the procurement average price fell 23%, respectively, 36%, 28%.
Currently, the company together with the well-known institutions SCR systems research and development, after the match and downstream test OEMs, is expected to achieve some market share, the future will Weifu Tech (000581) and a few other companies compete.
Universal money tide: benefit automotive supply chain remodeling
Universal money tide (000 559) because the assets into the market is expected to be strong wide attention, but do not ignore the strength of the company, the company wheel bearings, constant velocity drive shaft in the domestic enterprises with obvious technical advantages, the future prospects .
However, the flat performance in 2009 there were many bright spots, particularly the part of the subsidiary sales revenue growth and earnings growth higher. sony NP-FM50 battery Hot auto market in 2009, passenger car sales increased 53% year on year, the company benefited from industry growth, the main business income rose 18%, gross margin rose about 1 percentage point.
Company’s main auto parts, including wheel bearings, constant velocity drive shaft in the domestic enterprises with obvious technical advantages, constant speed drive shaft to achieve an annual output of more than 1 million, only three companies, in addition to the market share of sodium iron peking 55% of the company in technology, market share and production capacity are ranked second and broad development prospects.
In addition, by virtue of their competitive advantage, some of the products the company has been through the U.S. General Motors, Ford, Chrysler, Eaton, modern, popular and other internationally renowned certification of motor vehicles and parts enterprises and to achieve the complete, sony NP-FM51 battery with the integration of car manufacturers international procurement system, first-mover advantage, comply with the multinational auto parts company transfer to developing countries, the supply chain trend of significant growth.