Construction machinery stocks, the most widely und

2022-08-18
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Ningbo Changhong Gaoli Technology Co., Ltd. successfully developed thermoplastic elastomer materials

Shantui shares: construction machinery shares that are still seriously underestimated

Shantui shares: construction machinery shares that are still seriously underestimated

China Construction Machinery Information

Guide: the company mainly produces and sells bulldozers and excavators, and its products benefit from the high growth of national highway and railway construction, It is expected that the growth rate of this industry will remain at%. Bulldozers account for almost half of the country; The production of excavators is mainly driven by Komatsu Yama, a joint venture with Japanese capital

the company is mainly engaged in the production and sales of bulldozers and excavators. Its products benefit from the high growth of national highway and railway construction. From the initial straight-line part of the curve, the tensile modulus of elasticity is long. It is expected that the growth rate of this industry will remain at% in the next few years. Bulldozers account for almost half of the country; The production of excavators is mainly carried out by Komatsu yamatui Construction Machinery Co., Ltd., a joint venture with Japanese capital

while expanding the domestic market, the company actively explores overseas markets. In terms of exports, it has ranked first in the domestic industry for many years, accounting for more than 80% of China's total exports of bulldozers, and its products have covered more than 60 countries and regions. The company's products are complete and the technology is excellent, but the price is only equivalent to% of similar foreign products. The products are highly competitive

in July last year, the company had a production capacity of 10000 sets of new scientific and technological materials to improve the overall air quality belt in the car. At present, the total output has exceeded 6000 sets, and the sales revenue of this part has exceeded 1.5% 200million yuan. Since the bulldozer tracks will be replaced after years of use, more than 1/4 of the equipment will need to be updated every year, so the annual demand for bulldozer tracks is more than 18000 sets. It is expected that the sales revenue of track assembly will maintain an increase of about 25%

the company's business objectives in 2008: operating income of 6billion yuan and foreign exchange earnings from exports of 220 million US dollars. The company has completed the allotment in February this year, and will invest in the expansion of bulldozer export projects and construction machinery crawler chassis projects. After reaching the production capacity, the annual new sales revenue is 270.106 million yuan, and the total new profit is 308.25 million yuan

in the first quarter of 2008, the earnings per share of the company was 0.24 yuan, with a year-on-year increase of more than 100%, and the interim performance will also increase by 50% - 100% year-on-year (the net profit in the same period of last year was 249.08 million yuan, and the earnings per share was 0.36 yuan)

trend: even the excellent performance of the company can't resist the panic of the market. The stock has fallen by nearly 50% since October last year. In April, with the recovery of the market, the share price rebounded, but even a short-term increase of nearly 50% will not make it reflect its due value. Although the company completed the allotment of shares in the first quarter of this year and its shares have expanded, it still achieved a good performance of 0.24 yuan per share; In addition, the performance with a year-on-year increase of% in the medium term means that there will be earnings per share of 0.50-0.65 yuan in the medium term, so the corresponding dynamic P/E ratio is only a little more than ten times, and the stock price is still seriously underestimated. At present, after several days of rising, the stock price has returned to the annual line slightly, which has also formed an excellent mid line intervention point. We believe that on the road of value discovery, the potential of the stock should not be missed, and there will be great room for future performance

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