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16:22:54\",\"post_click_count\":1107,\"post_comment_count\":0,\"post_address\":null}],\"ret\":,\"ret_ad\":,\"ret_ad_type\":,\"count\":224869,\"bar_name\":\"中国一重\",\"bar_code\":\"601106\",\"bar_quot_code\":\"SH601106\",\"apis\":0,\"bar_rank\":609,\"stockbar_fans_count\":4910437,\"rc\":1,\"me\":\"操作成功\",\"time\":\"2019-06-16T13:03:24.1835937+08:00\"}
中国一重吧(601106)
中国一重吧
3.220.072.22%
帖子数1篇
阴线来了
影响力注册时长3.9年
发表于 06-12 12:28 来自Android版
帖子审核中,仅自己可见
更新于 今天 12:18
已答
森林樵夫老托说了内幕交易证监会严查巨亏违规减持跌停爆雷
股友NVjDQW
影响力注册时长5天
发表于 今天 11:24 来自iPhone版
帖子审核中,仅自己可见
更新于 今天 11:28
已答
牛牛牛,该发力了
与时俱进16
影响力注册时长2.7年
发表于 今天 09:52 来自Android版
帖子审核中,仅自己可见
更新于 今天 09:53
已答
乱世买黄金
股友9nmDlt
影响力注册时长5天
发表于 今天 08:51 来自iPhone版
帖子审核中,仅自己可见
更新于 今天 08:53
已答
主力进场扫货,积极参与,逢低跟进。
股友bGunbc
影响力注册时长2.7年
发表于 今天 07:24 来自Android版
帖子审核中,仅自己可见
更新于 今天 07:25
已答
六元以上再卖
累积升华
影响力注册时长4.7年
发表于 06-15 19:17 来自股吧网页版
帖子审核中,仅自己可见
更新于 今天 01:08
已答一重为什么涨
原来是重庆市渝北区融汇小额贷款有限公司进入前十大股东。难道是有什么消息???
彬彬有礼201512
影响力注册时长3.5年
发表于 06-15 23:43 来自iPhone版
帖子审核中,仅自己可见
更新于 今天 00:09
已答周一补跌不
微笑嗨嗨
影响力注册时长1.5年
发表于 06-15 21:25 来自Android版
帖子审核中,仅自己可见
更新于 06-15 21:28
已答
2.98强力支撑
发表于 06-03 19:29 来自Android版
帖子审核中,仅自己可见
更新于 06-15 17:36
已答
森林樵夫老托说了,证监会严查内幕交易爆雷
发表于 06-04 17:40 来自Android版
帖子审核中,仅自己可见
更新于 06-15 17:34
已答
爆雷归零内幕交易证监会严查
股友ZHXr7l
影响力注册时长1.5年
发表于 06-15 16:51 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-15 16:51
已答
600029:南方航空2019年5月主要运营数据公告
蚂蚁虽小也是肉
影响力注册时长3.9年
发表于 06-15 09:38 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-15 09:39
已答周五开盘重仓买进一重,下周是福是祸?
股友1jvSxY
影响力注册时长5天
发表于 06-15 02:40 来自iPhone版
帖子审核中,仅自己可见
更新于 06-15 02:40
已答
机构来了,稳
买股基本靠懵
影响力注册时长1.5年
发表于 06-05 15:05 来自iPhone版
帖子审核中,仅自己可见
更新于 06-14 22:14
已答
昨天卖了两万股,今天挣65块钱就抛了,我彻底服了一重
Lucky菜鸟
影响力注册时长3.8年
发表于 06-14 20:44 来自股吧手机网页版
帖子审核中,仅自己可见
更新于 06-14 20:45
已答
盘中异动,非同寻常,后市可期
捉妖成长日记
影响力注册时长5个月
发表于 06-14 18:21 来自Android版
帖子审核中,仅自己可见
更新于 06-14 18:24
已答
3.09成本,一直没动过。
金蟾聚宝
影响力注册时长3个月
发表于 06-14 16:25 来自Android版
帖子审核中,仅自己可见
更新于 06-14 16:26
已答
3.32满仓了,真坑
四个自信
影响力注册时长2.1年
发表于 06-14 16:20 来自Android版
帖子审核中,仅自己可见
更新于 06-14 16:22
已答
3.3满仓啦!
返回顶部
手机网 eastmoney.com
文/万永强(智通财经研究中心总监)
【导读】在大盘下跌之下,碳中和继续成为市场的主流热点,高标品种迎来分歧,中军南网能源走弱,但本栏挖掘的深圳能源顺利上位,再度引爆一堆低位的碳交易品种。高标长源电力依然表现坚挺。次新龙头顺控发展今天分歧很大,明日注意风险。不过其它品种继续接力。昨日错杀的医美再度走强,龙头哈三联反包,朗姿股份涨停。昨日选中标的表现抢眼,园林股份开盘秒板成为次新新的龙头,中钢国际也一度上板但炸板。今日继续围绕碳中和概念选股。重点标的节能风电和湖北能源。
节能风电(601016.SH)
节能风电(601016.SH)多主力现身龙虎榜,买二是知名游资的席位买入1.19亿元,买四是知名游资章盟主的席位买入5798万元,沪股通席位对倒净买入1.35亿元,一家机构卖出1.31亿元,当日净买1.11亿元,今日一举反包,上升没有压力。
基本面分析:公司是电力业龙头企业,主营业务为风力发电的项目开发、建设及运营。公司生产的绿色电力,源源不断地输入电网,满足经济社会及国民用电需求。
公司自成立以来一直专注于风力发电的项目开发、建设及运营,公司所有的经营性资产和收入都与风力发电相关。同时,公司坚持“有效益的规模和有规模的效益”的市场开发原则,以专业化的经营和管理确保每个项目的盈利能力。
优势:
1、公司具有丰富的风电场运营经验,对从750kW到3MW,从定桨距、双馈到直驱风机,从纯进口风机、合资企业风机到全国产风机都有运营维护经验。
2、“中节能风电”在业内具有较高的知名度和良好的品牌形象,公司先后中标并示范建设了国家第一个百万千瓦风电基地启动项目——河北张北单晶河200MW特许权项目;中标并示范建设了国家第一个千万千瓦风电基地启动项目—甘肃昌马200MW特许权项目。
3、公司拥有较强的可持续发展能力,截至2019年12月31日,公司在建项目装机容量合计为219.35万千瓦,可预见的筹建项目装机容量合计达188.3万千瓦。同时,公司拥有良好信用记录和银企关系,资金保障能力较强。公司在过去几年积累了良好的信用记录,银企关系稳定,目前公司除了向公开市场增发、发行绿色公司债券以外,可以选择的融资渠道和可使用的金融工具也较为丰富,资金来源有保障。
4、公司的管理层拥有丰富的专业知识,对风电行业,包括行业发展历史、特征以及未来发展趋势具有深刻的理解。公司通过持续的自我挖掘和培养,已经形成了一支具有丰富理论知识和行业实践经验的专业化的技术、管理团队。
2020年12月25日,董事会审议通过了公司2020年公开发行A股可转换公司债券的相关议案,并发布相关公告,公司本次公开发行A股可转换公司债券募集资金不超过30亿元,扣除相关发行费用后投入阳江南鹏岛海上风电项目(300MW)和马鬃山第二风电场B区200MW风电项目及补充流动资金。本次发行完成后,公司总资产将相应增加;随着可转债转股,预计公司净资产将有所增长,可有效降低公司资产负债率和财务成本,改善财务状况,增强抗风险能力,一方面符合国家“结构性去杠杆”的政策要求,另一方面可以提升公司盈利能力与经营稳健性。
截至2020年12月31日,公司在建项目装机容量合计为232万千瓦,可预见的筹建项目装机容量合计达100.45万千瓦。在加快风电场开发和建设的同时,加大中东部及南方区域市场开发力度,在湖北、广西、河南、四川等已有项目的区域开发后续项目,在山东、湖南、吉林等区域开展风电项目前期踏勘和测风工作,扩大资源储备。
公司将积极推进海外项目,继续加大海外项目开发。2018年,公司澳大利亚白石17.5万千瓦项目已全部建成投产运营。公司在继续开拓澳大利亚市场的同时,也在利用澳洲项目并购及建设运营的经验,加强对欧洲及\"一带一路\"沿线等国家风电市场的跟踪研究及项目前期论证,不断推进海外市场的战略布局,继续扩大公司的海外市场份额。
公司3月10日披露的2020年度报告显示,公司2020年实现营业收入26.67亿元,同比增长7.23%;归属于上市公司股东的净利润6.18亿元,同比增长5.78%;基本每股收益0.14元。公司拟每10股分配现金0.44元(含税)。
湖北能源(000883.SZ)
湖北能源(000883.SZ):多主力现身龙虎榜,买一是知名游资小鳄鱼的席位买入3964万元,深股通对倒净买入190万元,当日净买入7496万元,今日上板坚决,封单稳定,筹码锁定良好,后市可看高一线。
基本面分析:公司的客户主要为国家电网公司,前五大客户分别为国网湖北省电力有限公司,国家电网公司华中分部,武汉城市天然气高压管网有限公司,华电集团北京燃料物流有限公司湖北分公司和EMPRESA ELECTRICIDAD DEL PERU - ELECTROPERU S A。前五大供应商分别为中国石油化工股份有限公司天然气分公司达州天然气销售营业部,陕西省煤炭运销(集团)有限责任公司,中煤华中能源有限公司,山西晋城无烟煤矿业集团有限责任公司和广州珠江电力燃料有限公司。
此前沿海发达地区在碳配额流通上市场化程度较高,现在随着碳达峰碳中和提上日程,也将加速新能源发电板块推进。碳达峰碳中和对减排企业是一大利好。公司去年的新能源装机就达到120-130万千瓦规模,目前已有20多个新能源发电项目,一直在推进节能减排,今年,公司新能源板块投资规模预计也将在20-30万千瓦左右
从湖北的情况看,湖北现在对新能源发电不限电,只要能发出来就上网,一方面风电的建设成本在逐年下降,技术成熟后,对*风速的要求越来越低。目前湖北能源已经在老河口、荆门、九宫山和恩施等地设置新能源发电项目,未来将实现平价上网。
公司负责人表示目前在建的重点项目有峡口塘水电项目,另有在建的一部分新能源项目,包括鹤峰走马风电项目、远安茅坪风电项目、枣阳兴隆农光互补等项目。其去年业绩预告显示,风电及光伏等新能源发电3.27亿千瓦时,同比增长48.26%。
2020年业绩预告,公司预计2020年实现归属于上市公司股东的净利润21.27亿元-27.63亿元,同比增长41.95%-84.37%,上年同期14.99亿元。本期归属于上市公司股东的净利润同比增加主要原因:一是报告期内公司全资及控股的湖北省内水电站所处流域来水较好,相比上年同期大幅增加,水电企业发电量及经营效益大幅提升;二是报告期内公司所属火电企业所使用燃料价格较上年同期下降。
主要看点:全国碳交易市场6月底上线,碳配额应该在最近一个月就会下达,此次列入第一批试点企业有湖北能源(000883.SZ)。
申明:本栏目所有分析仅为分享交流,并不构成对具体证券的买卖建议,不代表任何机构利益,同时可能存在观点有偏颇情况,仅供参考。各位读者需慎重考虑文中分析是否符合自身定状况,自主作出投资决策并自行承担投资风险。
中国一重(601106)2020年半年度董事会经营评述内容
一、经营情况的讨论与分析
2020年以来,公司认真学习贯彻习近平总书记关于统筹推进新冠肺炎疫情防控和经济社会发展的重要讲话、重要指示批示精神,在公司党委、董事会的坚强领导下,广大干部职工解放思想、攻坚克难,担当作为、团结奋进,坚持两手抓两手硬,继续保持逆势上扬态势。
1.重点改革梯次展开。天津研发成功纳入“科改示范行动”,并完成2项改革任务。一重(黑龙江)重工、专项科技公司正式挂牌成立。初步形成“超额利润分享”、项目收益分红中长期激励方案。扎实推进提质增效和内部市场化,处置原材料及低值易耗品,完成22项典型产品标准成本制定。
2.经营订货实现攀升。上半年,先后签订了福建大东海1780mm热连轧机组、浙江三澳核电厂反应堆压力容器、中金石化浆态床反应器等重要制造合同。风机轴、电站转子等批量化订单大幅提升。有效拓展国际市场,新签订了冷轧支承辊及热轧工作辊、铸造半钢辊等供货合同,并在国际EPC新能源领域取得历史性突破。
3.生产质量持续强化。石化反应器、轧机机架、轴承座、电铲、盾构机、电站轧辊产品等一批重点项目顺利出产。发布新版《质量管理手册》,编发了年度岗位达标工作计划等。厂内机械加工一次检验合格率、大型锻件废品率等主要质量目标优于考核值。
4.科技创新成果涌现。制发《科研项目管理实施细则》,完成年度科研*立项和科研项目负责人公开竞聘,积极申报国家项目4项。自主研发设计的首钢京唐不锈钢复合钢卷撕分精抛线完成热负荷试车,填补了国内技术空白。百万千瓦级核反应堆压力容器研制与应用、核电常规岛整锻低压转子锻件研制分获第七届全国电力行业技术类特等奖和一等奖。上半年专利申报51项,其中发明专利30项,2项劳模创新成果喜获国家专利。
5.新业务稳步拓展。加快拓展风机轴批量化产品市场。秸秆综合利用项目完成了设备主机设计方案和部分施工设计方案,确定了中试场地建设方案。风电项目完成一重上电新能源公司设立及项目申报,确定了风电主机总装场地。
6.党的建设扎实有效。开展“党建巩固深化年”专项行动,扎实推动基层党组织标准化、规范化建设。制定了《关于发挥劳模创新工作室作用的指导意见》《“五个百万”职工劳动和技能竞赛行动方案》。扎实开展解放思想“三讲三不讲”主题实践活动,召开8场年轻*骨干人才座谈会,评选公司级大国工匠2人、首席技术专家7人。严肃执纪问责,对党组织开展了巡视巡察工作,同时对指尖上的形式主义进行了集中整治。
二、可能面对的风险
1.国际化经营风险:一是投资政策及法律法规变动;二是自有资金欠缺、信息不对称、管理不到位。
拟采取的措施:一是对境外投资项目进行充分的风险辨识,找出风险点,采取主动风险预防措施;二是加强境外项目管理,建立风险管控体系及内部控制机制;三是加强国际化经营人才的培养。
2.合同管理风险:一是没有签订正式的书面合同;二是合同文本存在缺陷;三是对合同履行情况的监控不够;四是缺少对合作方的可行性研究分析。
拟采取的措施:一是完善合同管理制度,加强合同管理工作;二是完善公司合同文本的制定工作;三是加大对重大合同的可行性研究工作,根据对合作方的调查情况,做出风险的总体评估;四是加强对合同管理人员的培训教育工作;五是做好履行监督和结算管理工作;六是切实做好违约纠纷的处理工作。
三、报告期内核心竞争力分析
公司始终以振兴和发展我国民族工业为己任,致力于国家首台、首套重大技术装备的研发,为我国工业发展提供重大技术装备。形成了从冶炼、铸造、锻造、焊接、热处理到机械加工、装配、检测等工序完备的生产体系,具备了国际先进制造能力,代表着强大的生产力。
公司在核能设备、重型压力容器、冶金成套以及大型铸锻件等诸多领域,取得了多项重大科技成果,为我国重大技术装备国产化做出了卓越贡献。中国一重是国内少数具备向国内外钢铁企业提供具有自主知识产权成套轧制设备能力的制造商之一;在重型石化容器市场中保持领先,锻焊结构加氢反应器占国内市场份额达80%以上;专项产品的技术水平和制造能力也在不断提升,种类和数量逐步增加。中国一重具备核岛一回路核电设备全覆盖制造能力,是中国核岛装备的*、国际先进的核岛设备供应商和服务商,是当今世界炼油用加氢反应器的*供货商、冶金企业全流程设备供应商。
目前,公司已具备了新产品、新工艺和新材料的自主开发能力和成套设备系统的集成能力,不仅拥有一批勇于创新的研发人才、技能人才和完整的技术体系,而且拥有知名的“一重”品牌,与诸多大客户建立了良好的合作关系,带动了我国装备工业的快速发展,推动了相关产业的技术升级,为冶金、能源、石化、环保等行业的发展作出了重要贡献。
今日走势:中国一重(601106)今日强势封涨停板,该股近一年涨停3次。
涨停原因揭秘:福建省漳州市生态环境局发布的《福建漳州核电厂1、2号机组建造阶段环境影响评价信息公告》显示,漳州核电厂1号机组计划于今年6月30日核岛浇注第一罐混凝土(FCD)。实现FCD,意味着核电站前期准备工作的结束和现场土建工程的正式开工。
公司主营是为钢铁、电力、能源等行业及国防军工提供重大成套技术装备、高新技术产品和服务,是国内*的核电锻件及核岛主设备供应商,是目前中央管理的涉及国家安全和国民经济命脉的53户国有重要骨干企业之一。
后市分析:该股今日强势涨停,后市有继续冲高动能。
股票涨停之前往往会有一些共性,涨停助手能帮助我们判断这些机会,每日抓涨停股!
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