区 域:北京 - 北京市
产品类别:股票 Stock/股票 Stock
详细介绍:
同方股份(600100)(主力建仓数据,进入该股吧,新版行情):公司是我国计算机业龙头企业,最大的业务是同方电脑,07年计算机实现销售收入425,239.45万元,比重为29%,07年度实现了计算机系统领域产品毛利率的提升,毛利率由06年的4.07%提升至5.98%。公司在做大电脑主业的同时,积极实施产业多元化,目前公司的主业包括计算机、应用信息、数字电视和能源环境四大部分,涉及计算机、数字城市、安防系统、数字电视系统、电子通信与装备制造、互联网服务、环保和建筑节能八个业务核心,旗下已有14家骨干公司有望符合创业板上市的条件,包括同方威视、同方知网、同方微电子、同方环境等10 多个核心项目公司。
安防业务是同方股份的核心业务之一,占公司主营业务利润比重最大。同方威视的前身是清华同方核技术公司, 成立于1997 年,专门从事“大型集装箱检查系统”项目的产品化开发和产业化。这一项目的产业化过程是对“技术+资本”战略的最好诠释。经过孵化,一个科研项目发展成为一个产业。大型集装箱检查系统有很高的技术含量, 横跨多个领域,学科和专业技术,是原始创新,集成创新和消化吸收创新的集中体现。同方威视拥有核心技术的全部自主知识产权。十年间,同方股份的安防业务从一个科研成果演变成一个产品,再从一个产品发展成为一个产业。安防业务的发展空间在于技术升级,功能多样化和应用领域拓宽。预计未来三至五年同方股份的安防业务的收入能够以年均20%左右的速度增长, 利润率保持在目前的水平(即26%左右的毛利率)。它在同方股份整体收入和主营利润中的份额将维持稳定。
公司控股的清芯光电高亮度LED 项目目前已基本实现产业化,已经有5条生产线投产, 根据规划2008 年底生产线将达到50条。清芯光电具有高亮度LED 自主知识产权的MOCVD 核心装备设计与制造能力,其产业化技术达到世界先进水平。公司生产的高亮度LED半导体芯片被指定为国家奥运会体育场馆专用LED芯片。 奥运会体育场馆国产LED半导体芯片项目中标彻底扭转了国外高端LED芯片垄断国内市场的尴尬局面,确定了清芯光电LED芯片在国内高端市场的地位。这将促进中国LED相关产品的研究开发及应用市场的发展, 进而对于国内半导体照明上、中、下游产业的发展产生积极作用。而公司通过实现高亮度LED在国内的规模生产,填补了我国高亮度LED市场空白,成为今后重要的利润增长点。
此外,公司具有节能环保题材。公司在能源环境、烟气脱硫、水处理与水务领域等具有相当强的竞争实力;公司以BOT方式投资建设的哈尔滨太平污水处理厂项目日处理污水能力32.5万吨。投资建设的黑龙江省松花江流域水污染治理及水资源利用等30余个项目标志着公司在水务领域迈出了具有战略意义的一步;08年上半年公司环保业务实现销售收入10423万元。此外,公司掌握的“智能化大厦节能技术”和“户式中央空调系统”可以起到改善建筑能源消耗的作用,07年分别承接了深圳祈年酒店蓄冰空调工程、百度大厦冰蓄冷机房工程、北京国际服装英超研发设计(中国)产业园项目、富士康松岗A14附房生活区蓄冰冷冻站、福州大剧院冰蓄冷项目和无锡市“三馆合建”蓄冰工程等重要项目;公司的溴化锂中央空调产品还中标了金盛置业集团连锁家居大卖场等项目。
二级市场,该股探底后,稳步推升,量价配合理想。而且,该股前十大流通股股东中有多家机构,筹码仍相对集中。目前低位量能明显放大,有资金逢低关注迹象,加之该股良好的基本面,后市有望进入加速拉升阶段,建议投资者重点关注。
Tongfang shares (600,100) (Jiancang main data into your unit, the new version of the market): China's computer industry is a leading enterprises, the largest business to the same computer, the computer in 2007 sales revenue of 4,252,394,500 yuan, accounting for 29% , 07 years to achieve a computer system in the field of product gross margin improvement, gross margin in 2006 from the 4.07 percent increase to 5.98 percent. Big companies in the main computer at the same time, actively implement the industry diversification, the company's main business, including computers, application information, digital television environment and energy, most of the four, involving computers, digital city, security systems, digital television system, Electronic communications and equipment manufacturing, Internet services, environmental protection and energy-saving construction of the eight core business, there's 14 key companies are expected to meet the conditions for listing on GEM, including Weishi, with the network side, with the micro-electronics side, with To the environment in more than 10 core project company.
Security is the business side with the shares of one of the core business, the company's main business accounted for the largest share of the profits. Weishi with the successor of the Tsinghua Tongfang Nuclear Technology Corporation, founded in 1997, specializes in "large-scale container inspection system" of the product development and industrialization. The project's industrialization process is a "+ technology capital," the best interpretation of the strategy. After incubation, a research project for the development of an industry. Large container inspection system has a high technical content across many fields, disciplines and expertise, is the original innovation, integrated innovation and innovation in the digestion and absorption embodied. Weishi have the same core technology with independent intellectual property rights of all. 10 years, shares the same side of the business from a security research results into a product from a product for the development of an industry. Security business is the development of space technology upgrades, functional diversification and broaden the application areas. In the next three to five years with the party's share of security operations at an average annual revenue to about 20% of the rate of growth, profit margins remain at the present level (that is, about 26% of the gross margin). It shares the same side as a whole and the main revenue share of the profits will be stable.
Holding company's core optical-money high-brightness LED project has been the realization of the basic industries, have 5 production lines, according to the production line by the end of 2008 will reach 50. Qing core optical high-brightness LED own intellectual property rights of the core MOCVD equipment design and manufacturing capabilities, and its industrialized technology to meet the world's advanced level. The company produces high-brightness LED semiconductor chips is designated as the national Olympic stadium dedicated LED chips. Olympic stadium LED semiconductor chips made a fundamental reversal of the successful projects abroad, high-end LED chips monopoly in the domestic market embarrassing situation to determine the Qing core optical LED chips in the high-end domestic market. This will promote China's LED related products research and development and application of the development of the market, and domestic semiconductor lighting upstream, midstream and downstream industries have a positive effect. The company, through the realization of high-brightness LED on the scale of domestic production, China filled the gap in high-brightness LED market has become important in future profit growth.
In addition, the Company has the energy saving and environmental protection themes. Companies in the energy environment, flue gas desulphurization, water treatment and water supply in the area, and so very competitive strength; companies to invest in BOT mode of Harbin Taiping Sewage Treatment Plant project on sewage treatment capacity of 325,000 tons. Invest in the Songhua River in Heilongjiang river basin water pollution treatment and utilization of water resources projects in more than 30 marks in the field of water taken a strategic step; in the first half of 2008's environmental protection business sales income 104,230,000 yuan. In addition, the companies have "intelligent building energy-saving technologies" and "residential central air-conditioning system" can play to improve the building's energy consumption, in 2007, respectively Shenzhen takes over the Garden ice storage air-conditioning in hotel projects, building Baidu ice storage room, Premier R & D Beijing International Clothing Design (China) Industrial Park, Foxconn Songgang A14-laws living room area of frozen ice station, Fuzhou Grand Theater and the ice-storage project in Wuxi City, "the three joined hands in building a museum of" ice, and other important engineering projects; the company's lithium bromide Central air-conditioning products, also winning the AXA Group, a chain of home buyers malls and other projects.
Secondary market, the bottom of the Unit, steadily pushing up the volume with an ideal price. In addition, the unit of the outstanding shares of the top ten shareholders in a number of agencies, chips are still relatively concentrated. At present, low volume can be significantly enlarged, there are signs of concern about financial bargain, combined with good stock fundamentals, the market outlook is expected to speed up the try for entering the stage of the proposed investor focus.
联系电话:
电子邮箱:
OICQ: