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星邦智能亮相HIRE25租赁展 高空作业设备出海正当时
Zheng Quan Ri Bao Wang· 2025-06-17 07:17
《证券日报》记者梳理获悉,在星邦智能之外,三一重工(600031)股份有限公司、山河智能 (002097)装备股份有限公司、徐工集团工程机械股份有限公司等也颇为重视高空作业设备的海外市场 开发,并有相关产品面市销售。 湖南大学经济与贸易学院副院长曹二保教授向《证券日报》记者表示:"高空作业设备的应用场景丰 富,全球需求量日益增长。以澳大利亚为例,该国农业和渔业对高空作业设备有季节性需求,该国物流 业对高空作业设备有较稳定需求。为灵活响应不同行业客户需求,国内设备生产商前期采取与国外租赁 商、经销商合作的方式开发市场。近年来,随着国产设备的性能逐渐得到海外市场认可,国产设备的口 碑和市场占有率节节攀升,国内头部企业主动在海外投资建厂并设立分子公司,积极响应海外客户个性 化需求。" 6月16日晚间,湖南星邦智能装备股份有限公司(以下简称"星邦智能")在公司官方微信公众号上发布 消息称,公司以白金赞助商身份参加澳大利亚HIRE25租赁展,并推出电动化、智能化高空作业设备。 近年来,星邦智能深度扎根澳大利亚市场,凭借产品品质与服务支持,赢得澳大利亚客户认可。 星邦智能工作人员向《证券日报》记者表示:"公司全力拓展其在 ...
第一创业晨会纪要-20250430
证券研究报告 点评报告 2025 年 4 月 30 日 晨会纪要 核[心Ta观bl点e_:Summary] 第一创业证券研究所 一、策略和先进制造组: 欧盟委员会4月28日表示,已对从中国进口的高空作业升降机械设备加征最高66.7% 的关税。欧盟委员会指出,此次针对中国移动升降设备(MAE)的额外关税将在 20.6% 至 66.7%之间,新关税将适用于包括湖南星邦智能装备股份有限公司、中联重科智能 高空作业机械公司,以及浙江鼎力机械股份有限公司等中国企业。由于中国高空作 业车主要以出口欧美为主,如 2024 年浙江鼎力出口收入占比 70%,在美国对中国加 征 125%进口关税后,此次欧盟也加征反倾销税,预计将对行业盈利产生较大不利影 响。由于湖南星邦和浙江鼎力收入主要以高空作业车为主,中联重科高空作业设备 收入占比只有 15%,因此湖南星邦和浙江鼎力受到的影响会更大。 4 月 30 日,美国总统特朗普签署行政命令缓解汽车关税,进口汽车将免于再被征收 铝和钢的单独关税,以避免重复征收,同时还将调整原定于 5 月 3 日生效的对汽车 零部件征收的 25%关税,允许在美国生产和销售整车的车企申请最多相当于车辆价 值 ...
中际联合(605305):业绩大幅增长 净利率快速提升
Xin Lang Cai Jing· 2025-04-23 08:29
Core Insights - The company achieved a revenue of 1.299 billion yuan in 2024, representing an 18% year-on-year increase, with Q4 revenue at 365 million yuan, down 10% year-on-year [1] - The company’s net profit attributable to shareholders reached 315 million yuan, a 52% increase year-on-year, with Q4 net profit at 77 million yuan, down 13% year-on-year [2] - The company is expanding its overseas market presence and product line, indicating significant long-term growth potential [3] Revenue Breakdown - Revenue from aerial safety lifting equipment in 2024 was 889 million yuan, up 16% year-on-year [1] - Revenue from aerial safety protection equipment was 355 million yuan, up 24% year-on-year [1] - Revenue from aerial safety operation services was 46 million yuan, up 1% year-on-year [1] Regional Performance - Domestic sales in 2024 amounted to 644 million yuan, an increase of 16% year-on-year [1] - International sales reached 646 million yuan, a 19% increase year-on-year [1] Industry Performance - Revenue from the wind power sector was 1.254 billion yuan, up 16% year-on-year [1] - Non-wind power sectors generated revenue of 35.32 million yuan, a significant increase of 172% year-on-year [1] Profitability Metrics - The company’s net profit margin improved significantly, with a sales net profit margin of 24.24%, up 5.51 percentage points year-on-year [2] - The gross profit margin for 2024 was 45.49%, slightly down by 0.64 percentage points year-on-year [2] Cost Management - The company’s expense ratio decreased to 22.64%, down 5.25 percentage points year-on-year, indicating improved cost control [2] Product and Market Expansion - The company is focusing on expanding its overseas business, particularly in the wind power high-altitude operation equipment market, which is larger than the domestic market [3] - New product developments include dual-machine linkage solutions and heavy-load elevators, aimed at various sectors such as construction and communication [3] Future Revenue Projections - Revenue forecasts for 2025 and 2026 are adjusted to 1.615 billion yuan and 1.932 billion yuan, respectively, with expected year-on-year growth of 24% and 20% [3] - The projected net profit for 2025 and 2026 is adjusted to 394 million yuan and 475 million yuan, with expected growth rates of 25% and 21% [3]