鲍斯股份(300441) - 鲍斯股份调研活动信息

Financial Performance - In 2020, the company achieved a net profit of between 95 million and 120 million CNY, marking a turnaround from previous losses [2] - The net profit margin for the first three quarters of 2020 was 15.42%, up from 11.23% in the same period the previous year [2] - The net profit margin for the parent company in the first three quarters of 2020 was 19.80%, compared to 10.77% in the previous year [2] Market Position - As of December 2020, the company’s screw compressor was recognized as a champion product by the Ministry of Industry and Information Technology, indicating a strong market position [2] - The vacuum pump products are experiencing rapid growth, with approximately 60% of their applications in the photovoltaic industry, particularly in the single crystal silicon pulling process [3] Business Development - The company has established itself as a supplier of cutting tools for the aerospace and military sectors, providing metal cutting tools for aircraft engines and structural components [3] - In 2020, the company anticipated a goodwill impairment of around 120 million CNY due to business adjustments and the impact of COVID-19, leaving an estimated goodwill of 170 million CNY post-impairment [3] Future Strategy - The company plans to focus on high-end manufacturing and intelligent manufacturing, aiming to strengthen its core products: compressors, vacuum pumps, and hydraulic pumps [3] - There is an intention to explore the development of an industrial interconnection platform through a new retail company for industrial products [3]