螺杆式空气压缩机

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研判2025!中国空气压缩机行业发展历程、产业链、供需现状、市场规模、竞争格局及发展趋势分析:高端市场仍然被国外品牌占据[图]
Chan Ye Xin Xi Wang· 2025-08-19 01:30
Overview - The air compressor industry in China has reached a mature stage with diverse brands and models, showing close production capabilities and quality compared to international brands, while offering higher cost-performance advantages [1][16] - The production of air compressors in China is expected to reach 78.68 million units in 2024, with a demand of 61.15 million units and a market size of 66.31 billion yuan, averaging about 1,084.3 yuan per unit [1][16] Industry Development - The air compressor industry has evolved through three stages: prior to 1999, mainly piston compressors were used; post-2000, the rapid growth of screw compressors occurred; and after 2011, market competition intensified with many small manufacturers [6] - The industry has seen a shift from Original Equipment Manufacturer (OEM) to Original Design Manufacturer (ODM) and some companies are transitioning to Original Brand Manufacturer (OBM) [4] Industry Chain - The upstream of the air compressor industry includes suppliers of metals like steel and aluminum, and components such as motors and valves, which significantly impact manufacturing costs and performance [8][10] - The downstream demand is primarily driven by the machinery sector, accounting for 42.36% of the market, followed by chemical and petrochemical industries [12] Current Market Situation - The global air compressor market is projected to reach USD 31.936 billion in 2024, with a year-on-year growth of 4.0% [14] - The domestic market is characterized by intense competition, with many local companies focusing on low-end products, leading to price wars and reduced profit margins [20] Competitive Landscape - The competitive landscape is divided into three tiers: international renowned companies like Atlas Copco and Ingersoll Rand, strong domestic companies like Kaishan and Baos, and smaller firms lacking R&D capabilities [18][19] - Domestic companies are increasingly adopting service-oriented business models, providing comprehensive energy solutions and competing with international firms [19] Company Analysis - Kaishan Group is a leading player with a projected revenue of 4.235 billion yuan in 2024, focusing on screw compressors and expanding into high-tech products [22][24] - Shanghai Hanbell Precise Machinery Co., Ltd. is another key player, with a revenue of 3.674 billion yuan in 2024, specializing in screw compressors for industrial automation [26] Future Trends - The industry is moving towards energy-saving and low-emission products, with a growing market share for energy-efficient models like permanent magnet variable frequency screw compressors [28] - The integration of AI and IoT technologies is expected to enhance the functionality of air compressors, enabling real-time monitoring and predictive maintenance [28]
开山股份上市14周年:归母净利润累计增长9.12%,市值较峰值蒸发60.20%
Sou Hu Cai Jing· 2025-08-19 00:58
Core Insights - The main business of the company includes the research, production, and sales of compressors, primarily screw-type air compressors, with piston-type air compressors as a supplement, serving various industrial sectors [3] - The company's revenue structure shows that compressor series products account for the highest proportion at 68.53%, followed by geothermal power generation business at 18.84% [3] - The company achieved a net profit attributable to shareholders of 320 million yuan in 2024, reflecting a cumulative growth of 9.12% over the past 14 years, with 10 years of profit growth [3][4] - Revenue has shown steady growth, increasing from 3.022 billion yuan in 2020 to 4.235 billion yuan in 2024, although the growth rate has slowed [3] - The company's net profit was 256 million yuan in 2020 and increased to 320 million yuan in 2024, indicating stable profitability, although a decline was noted in 2024 [4] - The company's market value peaked at 35.95 billion yuan in June 2015, with a significant drop to 14.4 yuan per share and a market value of 14.308 billion yuan by August 2015, representing a decrease of 60.20% [6]
鑫磊股份(301317) - 301317鑫磊股份投资者关系管理信息20250516
2025-05-16 09:48
Group 1: Company Overview and Product Advantages - The company has established a specialized R&D team, with 171 personnel as of December 2024, and has developed a comprehensive technology system for magnetic suspension products [2] - As of December 2024, the company holds 330 domestic and international patents, including 57 invention patents, covering core technologies such as magnetic suspension bearings and high-speed permanent magnet motors [2] Group 2: Revenue and Market Segmentation - The HVAC equipment revenue reached 255.74 million CNY in 2024, accounting for 27.58% of total revenue, with a target to increase its share to 33.04% [3] - The HVAC product line includes three major platforms: centrifugal, screw, and scroll machines, comprising eight series of products [3] Group 3: Strategic Planning and Market Expansion - In 2025, the company plans to enhance R&D investment and technical innovation to improve core competitiveness and expand domestic and international market share [4] - The company is focused on global market dynamics and will evaluate international opportunities based on industry trends and resource allocation [5] Group 4: Mergers and Acquisitions - The company maintains a cautious yet open approach towards capital operations, closely monitoring industry trends and policy directions for potential mergers and acquisitions [6][7] Group 5: Energy Efficiency and Market Demand - The company’s screw air compressor products are expected to meet increasing domestic demand, with significant market potential due to the ongoing industrial upgrade in China [9] - The company’s screw machines are recognized for their energy-saving capabilities, achieving over 30% energy savings compared to traditional models [9][10]
鑫磊股份:首次公开发行股票并在创业板上市发行公告
2023-01-08 12:36
鑫磊压缩机股份有限公司 首次公开发行股票并在创业板上市 发行公告 保荐机构(主承销商):中泰证券股份有限公司 特别提示 根据中国证券监督委员会(以下简称"中国证监会")《上市公司行业分类 指引》(2012 年修订),鑫磊压缩机股份有限公司(以下简称"鑫磊股份"、"发 行人"或"公司")所属行业为通用设备制造业(C34)。2023 年 1 月 5 日(T-3 日),中证指数有限公司发布的通用设备制造业(C34)最近一个月平均静态市 盈率为 29.83 倍。本次发行价格 20.67 元/股对应的发行人 2021 年扣除非经常性 损益前后孰低的归属于母公司股东净利润的摊薄后市盈率为 58.65 倍,高于可 比上市公司 2021 年扣除非经常性损益前后孰低的平均静态市盈率 32.18 倍,高 于中证指数有限公司发布的"C34 通用设备制造业"最近一个月平均静态市盈 率 29.83 倍,超出幅度为 96.61%。 发行人和保荐机构(主承销商)提请投资者应当充分关注定价市场蕴含的 风险因素,知晓股票上市后可能跌破发行价,切实提高风险意识,强化价值投 资理念,避免盲目炒作,审慎研判发行定价的合理性,理性做出投资决策。 鑫磊 ...