There are differences in the growth path of the ho

2022-08-07
  • Detail

Construction machinery: there are differences in the growth path of enterprises. Recommend 2 shares

construction machinery: there are differences in the growth path of enterprises. Recommend 2 shares

China Construction Machinery Information

Guide: the profit growth of small enterprises is faster. According to our incomplete understanding, the listed companies in the coal machinery industry in the A-share market mainly include Zhengmei Machinery Co., Ltd., Shandong mining machinery Co., Ltd., Linzhou Heavy Machinery Co., Ltd., Tiandi Technology Co., Ltd. and yulioka, a total of 5 companies. In the first half of 2011, the average growth rate of revenue of these five companies was 34.66%, and the largest growth rate was that of uloka

the sharing of profit growth data of small enterprises is of great significance to the improvement of enterprises, the progress of the industry, the utilization of resources and the development of society. According to our incomplete understanding, the listed companies in the coal machinery industry in the A-share market mainly include Zhengmei Machinery Co., Ltd., Shandong mining machinery Co., Ltd., Linzhou Heavy Machinery Co., Ltd., Tiandi Technology Co., Ltd. and yulioka, a total of 5 companies. In the first half of 2011, the average growth rate of revenue of the five companies was 34.66%, that of uloka, the largest growth rate, increased by 51.46%, and that of zhengmeiji, the smallest growth rate, increased by 18.85%; The average growth rate of net profit of the five companies in the first half of the year was 43.73%, of which Linzhou Heavy Machinery Co., Ltd. with the largest growth rate increased by 73.21% and Zhengmei Machinery Co., Ltd. with the smallest growth rate increased by 21.26%. In the first half of the year, the overall income and profits of Listed Companies in the coal machinery sector maintained growth, and showed the characteristics of relatively slow growth of large companies and relatively rapid growth of small companies

the growth paths of enterprises are slightly different. From the growth of each company's segment business in the first half of the year, we can roughly deduce that: first, the overall demand growth rate of the coal machinery industry in the first half of the year should be between 20% and 30%, which can be verified from the income growth rate of related products of zhengmeiji, a leading enterprise of hydraulic support, and yulica, a leading enterprise of coal mine roof safety monitoring system. Second, the integration of coal mine resources is conducive to the sales promotion of large enterprises, which can be reflected in the difference in income growth among the three hydraulic support companies. Third, the growth paths of large enterprises and small enterprises are slightly different. The growth of large enterprises such as Zhengmei Machinery Co., Ltd. mainly depends on the growth of industry demand and the increase of market share, while the growth of smaller enterprises such as Linzhou Heavy Machinery Co., Ltd. and Shandong mining machinery Co., Ltd. mainly comes from the development of new products, and the growth of yulioka is both

valuation. At present, the average PE of GEM companies in 2011 is 34.64 times, the average PE of small and medium-sized boards is 27.46 times, the average PE of Shanghai and Shenzhen 300 is 11 times, and the average PE of metallurgical mining equipment is 24.38 times. We believe that Zhengmei has obvious advantages in the field of hydraulic support, and can benefit from the resource integration of downstream coal industry; Yoloka has obvious advantages in the field of coal mine roof safety monitoring system. This business can fully share the growth of industry demand. Its roof safety materials have been sold and are expected to become a new growth point in the future. Therefore, it is recommended to give priority to zhengmeiji and yoloka

Copyright © 2011 JIN SHI