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【jiemianzibenluntan】zhengtaidianqishunli“rumo” zheijia“diya+guangfu”shuanglongtouqiyeyejizengzhangchaoyuqi

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【界面资本论坛】正泰电器顺利“入摩” 这家“低压+光伏”双龙头企业业绩增长超预期

jiemianxinwenjiuzhengtaidianqidejingyingzhuangkuang、zhanlveguihuadengfangmianjinqizhuanfanglezhengtaidianqidongshi、fuzongcaiwangguorong。

图片来源:视觉中国

5yue15ri,mingshenggongsigongbulebanniandushenchajieguo,234zhiagushangshigongsizhengshinarumscizhishutixi。zheiqizhong,zhejiangzhengtaidianqigufenyouxiangongsi(xiachengzhengtaidianqi,601877.sh)shunli“rumo”。

zhengtaidianqishizhongguodiyadianqixingyeheguangfuxingyedeshuanglongtouqiye,2016nianwanchengzhongdazichanzhongzuzhurujituangongsiqixiaguangfuzichanhou,gaigongsitupociqianyindiyadianqiyewuxianrudimierdaozhizhengtiyejizengzhangxianrupingjingdezhuangtai,jiaochulechaochushichangyuqide2017niannianbaoyiji2018nianyijibao。liangfendingqibaogaopiludeyejishujuxianshi,zhengtaidianqidiyadianqiheguangfuliangdabankuaiyewuzengzhangshitouqiangjing。shangzhou,jiemianxinwenjiuzhengtaidianqidejingyingzhuangkuang、zhanlveguihuadengwentizhuanfanglezhengtaidianqidongshi、fuzongcaiwangguorong。

caibaoshujuxianshi,zhengtaidianqi2017nianshixianyingyeshouruheguishuyushangshigongsigudongdejinglirunfenbiewei234.17yiyuan、28.40yiyuan,tongbifenbiezengzhang16.13%、29.98%。jinnianyijidu,zhengtaidianqiguishuyushangshigongsigudongdejinglirundadao6.13yiyuan,tongbizengzhang70.59%。lianggebaogaoqinei,zhengtaidianqikoufeihouguishuyushangshigongsigudongdejinglirunweifenbiewei26.32yiyuan、5.99yiyuan,zengsufenbiegaoda64.96%、85.59%。

shangshucaiwushujufanyingchuzhengtaidianqiqunianyijijinnianyijiduzhuyingyewuqiangjingdeyinglinengli。wangguorongzaijieshoujiemianxinwenzhuanfangshirenwei,gongsiqunianhejinnianyijiduqudedeyejifanyinglezhenggeshichangdebianhuahefusu。“jinglileqianliangnianzengsufanghuanhou,zhenggediyadianqilingyuzaimuqianjieduanxingyejizhongdutisheng,qishifangdexiaoyiyeyuelaiyuemingxian。tongshi,yejishangxiaoyidetishengyetixianchugongsijiadazhinengzhizaohejishutouru。”zhenduiguangfubankuai,tabiaoshi,“xinnengyuanyewuzhurushangshigongsiyihou,shishishangxingchengleyigefadiancedaidongyonghucedeshuanglunqudong,zhenggexinnengyuandefadianyewubuguangshitixianzaizhizaonenglishang,tongshiyetixianzaixinnengyuandekaifahejiansheshang,nenggengduodibawomendechanyelianyoushijizhongtixianchulai。”

zaiguoneidiyadianqixingye,zhengtaidianqishijueduidelongtouqiye。raner,2014nianzhi2015nian,shoudiyadianqixingyejingqiduweisuodeyingxiang,zhengtaidianqidezhengtiyejishoudaoyidingchengdudeboji。2015nian,gaigongsiyingshouheguishujinglirungengshizaoyushangshiyilaideshoucifuzengzhang。buguo,suizhejinliangnianxingyehuinuan,zhengtaidianqidiyadianqiyewuzouchudigu。caiwushujuxianshi,2016nian、2017nian,diyadianqibankuaishixianyingyeshourufenbiewei123.21yiyuan、140.73yiyuan,tongbizengsufenbiewei7.22%、14.21%。

shujuxianshi,2017nian,zhengtaidianqizaiguoneidiyadianqishichangdeshizhanlvyuewei17%,qiezaixingyejizhongdujixutishengdequshixia,gaigongsishizhanlvrengyoujiaodashangshengkongjian。

wangguorongrenwei,jiejianoumeishichangdejingyan,diyadianqixingyedefazhandoushizoujizhongdutishengdedaolu,“zheigeguilvzaizhongguoxianzaiyeyuelaiyuemingxian。”tajinyibuzhichu,“zaishizhanlvshang,womenxiwangshouxianbaochimuqiandefene,womendemubiaoshikanzhenggeshinaidedianqizaiquanqiudeshizhanlv,zhishaowomenxiwangjianglaiyechengweibuguangshizaizhongguoshichang,erqiezaiquanqiushichangjubeiyingxianglideqiye。”

guangfuyewushizhengtaidianqilingyidakandian。2016nian,zaigaigongsidiyadianqiciqianxianruzengzhangpingjingqishi,zhengtaidianqishunshizhuruguangfuzichan,tongguo“1+1”de“yunsuan”,shizhijiazhizuidahua。

guangfuzichanshangshihoujizhengtaidianqideyejizhuruhuoli,zaiwanchengzhongzude2016nian,gaigongsiyingyeshourutupo200yiyuan。zheiqizhong,guangfuyewubaogaoqineishixianyingyeshouruyue74.43yiyuan,tongbi2015nianzengzhang36.77%。qunian,zhengtaidianqiguangfuyewujixuzengzhang,shixianyingyeshouru87.94yiyuan。

zonghe2016nian、2017nianliangnianduguangfuyewushourugouchengbunanfaxian,zhengtaidianqidianzhanyunyingheepcshouruzhanbimingxiantigao,qizujianyewushouruzhanbizeyousuoxiajiang。zheixieshujusihubiaoming,zhengtaidianqijinliangnianlaijiangguangfuyewudezhongxinzhujianzhuanxiangnengyuanfuwulingyu。

wangguorongbiaoshi,zhengtaidianqiduiyuguangfuzhizaoduandefazhanlizuyushichangdegongxuheshichangduijishudexuqiu。“womenzheiliangniandefazhanyifangmianshibazujianxiaohuazaiwomendedianzhankaifashang,lingwaiyifangmianzebatishengzujianjishuhejiangdichengbenzuoweizhuyaomubiao,bingbushizaichannenghechanliangshangzuozhuiqiu。”

congzhengtaidianqimuqianduiguangfuyewudedingweishangkan,qizhengzaixingcheng“kaifa+yunying+zhuanrang”denengyuanfuwugongsi,zheiyitedianzaiqihuyongyewudefazhanyouqixianzhu。

zuoweiguoneihuyongguangfuxingyelingpaoqiye,zhengtaidianqi2017nianwancheng4wanhuanzhuang,zhanzhenggezhejianghuyongshichangde30%hequanguoshichangde10%。gaigongsijihuajinnianwancheng20wanhu,erzheiyejiangchengweizhengtaidianqiguangfubankuaiyejidezhongyaozengzhangdian。buguo,wangguorongyegaosujiemianxinwen,chuleduiliangdezhuiqiuzhiwai,zhengtaidianqimuqianduihuyongguangfutichudeyigegenggaodeyaoqiushibaozhibaoliang,yaoqidaoyigezhiliangbiaozhun、xiaolvbiaozhundeyinlingzhezuoyong。

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【界面资本论坛】正泰电器顺利“入摩” 这家“低压+光伏”双龙头企业业绩增长超预期

jiemianxinwenjiuzhengtaidianqidejingyingzhuangkuang、zhanlveguihuadengfangmianjinqizhuanfanglezhengtaidianqidongshi、fuzongcaiwangguorong。

图片来源:视觉中国

5yue15ri,mingshenggongsigongbulebanniandushenchajieguo,234zhiagushangshigongsizhengshinarumscizhishutixi。zheiqizhong,zhejiangzhengtaidianqigufenyouxiangongsi(xiachengzhengtaidianqi,601877.sh)shunli“rumo”。

zhengtaidianqishizhongguodiyadianqixingyeheguangfuxingyedeshuanglongtouqiye,2016nianwanchengzhongdazichanzhongzuzhurujituangongsiqixiaguangfuzichanhou,gaigongsitupociqianyindiyadianqiyewuxianrudimierdaozhizhengtiyejizengzhangxianrupingjingdezhuangtai,jiaochulechaochushichangyuqide2017niannianbaoyiji2018nianyijibao。liangfendingqibaogaopiludeyejishujuxianshi,zhengtaidianqidiyadianqiheguangfuliangdabankuaiyewuzengzhangshitouqiangjing。shangzhou,jiemianxinwenjiuzhengtaidianqidejingyingzhuangkuang、zhanlveguihuadengwentizhuanfanglezhengtaidianqidongshi、fuzongcaiwangguorong。

caibaoshujuxianshi,zhengtaidianqi2017nianshixianyingyeshouruheguishuyushangshigongsigudongdejinglirunfenbiewei234.17yiyuan、28.40yiyuan,tongbifenbiezengzhang16.13%、29.98%。jinnianyijidu,zhengtaidianqiguishuyushangshigongsigudongdejinglirundadao6.13yiyuan,tongbizengzhang70.59%。lianggebaogaoqinei,zhengtaidianqikoufeihouguishuyushangshigongsigudongdejinglirunweifenbiewei26.32yiyuan、5.99yiyuan,zengsufenbiegaoda64.96%、85.59%。

shangshucaiwushujufanyingchuzhengtaidianqiqunianyijijinnianyijiduzhuyingyewuqiangjingdeyinglinengli。wangguorongzaijieshoujiemianxinwenzhuanfangshirenwei,gongsiqunianhejinnianyijiduqudedeyejifanyinglezhenggeshichangdebianhuahefusu。“jinglileqianliangnianzengsufanghuanhou,zhenggediyadianqilingyuzaimuqianjieduanxingyejizhongdutisheng,qishifangdexiaoyiyeyuelaiyuemingxian。tongshi,yejishangxiaoyidetishengyetixianchugongsijiadazhinengzhizaohejishutouru。”zhenduiguangfubankuai,tabiaoshi,“xinnengyuanyewuzhurushangshigongsiyihou,shishishangxingchengleyigefadiancedaidongyonghucedeshuanglunqudong,zhenggexinnengyuandefadianyewubuguangshitixianzaizhizaonenglishang,tongshiyetixianzaixinnengyuandekaifahejiansheshang,nenggengduodibawomendechanyelianyoushijizhongtixianchulai。”

zaiguoneidiyadianqixingye,zhengtaidianqishijueduidelongtouqiye。raner,2014nianzhi2015nian,shoudiyadianqixingyejingqiduweisuodeyingxiang,zhengtaidianqidezhengtiyejishoudaoyidingchengdudeboji。2015nian,gaigongsiyingshouheguishujinglirungengshizaoyushangshiyilaideshoucifuzengzhang。buguo,suizhejinliangnianxingyehuinuan,zhengtaidianqidiyadianqiyewuzouchudigu。caiwushujuxianshi,2016nian、2017nian,diyadianqibankuaishixianyingyeshourufenbiewei123.21yiyuan、140.73yiyuan,tongbizengsufenbiewei7.22%、14.21%。

shujuxianshi,2017nian,zhengtaidianqizaiguoneidiyadianqishichangdeshizhanlvyuewei17%,qiezaixingyejizhongdujixutishengdequshixia,gaigongsishizhanlvrengyoujiaodashangshengkongjian。

wangguorongrenwei,jiejianoumeishichangdejingyan,diyadianqixingyedefazhandoushizoujizhongdutishengdedaolu,“zheigeguilvzaizhongguoxianzaiyeyuelaiyuemingxian。”tajinyibuzhichu,“zaishizhanlvshang,womenxiwangshouxianbaochimuqiandefene,womendemubiaoshikanzhenggeshinaidedianqizaiquanqiudeshizhanlv,zhishaowomenxiwangjianglaiyechengweibuguangshizaizhongguoshichang,erqiezaiquanqiushichangjubeiyingxianglideqiye。”

guangfuyewushizhengtaidianqilingyidakandian。2016nian,zaigaigongsidiyadianqiciqianxianruzengzhangpingjingqishi,zhengtaidianqishunshizhuruguangfuzichan,tongguo“1+1”de“yunsuan”,shizhijiazhizuidahua。

guangfuzichanshangshihoujizhengtaidianqideyejizhuruhuoli,zaiwanchengzhongzude2016nian,gaigongsiyingyeshourutupo200yiyuan。zheiqizhong,guangfuyewubaogaoqineishixianyingyeshouruyue74.43yiyuan,tongbi2015nianzengzhang36.77%。qunian,zhengtaidianqiguangfuyewujixuzengzhang,shixianyingyeshouru87.94yiyuan。

zonghe2016nian、2017nianliangnianduguangfuyewushourugouchengbunanfaxian,zhengtaidianqidianzhanyunyingheepcshouruzhanbimingxiantigao,qizujianyewushouruzhanbizeyousuoxiajiang。zheixieshujusihubiaoming,zhengtaidianqijinliangnianlaijiangguangfuyewudezhongxinzhujianzhuanxiangnengyuanfuwulingyu。

wangguorongbiaoshi,zhengtaidianqiduiyuguangfuzhizaoduandefazhanlizuyushichangdegongxuheshichangduijishudexuqiu。“womenzheiliangniandefazhanyifangmianshibazujianxiaohuazaiwomendedianzhankaifashang,lingwaiyifangmianzebatishengzujianjishuhejiangdichengbenzuoweizhuyaomubiao,bingbushizaichannenghechanliangshangzuozhuiqiu。”

congzhengtaidianqimuqianduiguangfuyewudedingweishangkan,qizhengzaixingcheng“kaifa+yunying+zhuanrang”denengyuanfuwugongsi,zheiyitedianzaiqihuyongyewudefazhanyouqixianzhu。

zuoweiguoneihuyongguangfuxingyelingpaoqiye,zhengtaidianqi2017nianwancheng4wanhuanzhuang,zhanzhenggezhejianghuyongshichangde30%hequanguoshichangde10%。gaigongsijihuajinnianwancheng20wanhu,erzheiyejiangchengweizhengtaidianqiguangfubankuaiyejidezhongyaozengzhangdian。buguo,wangguorongyegaosujiemianxinwen,chuleduiliangdezhuiqiuzhiwai,zhengtaidianqimuqianduihuyongguangfutichudeyigegenggaodeyaoqiushibaozhibaoliang,yaoqidaoyigezhiliangbiaozhun、xiaolvbiaozhundeyinlingzhezuoyong。

未经正式授权严禁转载本文,侵权必究。