industrial master machine was proposed in 2021, it has remained quite popular in the market for more than a year.
The so-called industrial master machine is CNC machine tool . After all, CNC machine tools cannot be avoided in industrial-related fields. Therefore, it is called "maternal machine".
Let’s take a look today. In the industrial master sector, there may be potential stocks that are rarer than gold.
First look at the first one, 000837 Qinchuan Machine Tool,
Company is a research and development and manufacturing base for precision CNC machine tools and complex tools in China, and the leader in machine tool tools in China.
currently has a stock price of 9.64 yuan, a total market value of 8.6 billion yuan, and a price-to-earnings ratio of 36 times.
Qinchuan Machine Tool, as the name suggests, is a company with machine tools as its main business.
The company's machine tool product revenue accounts for nearly 50%, and the remaining half is also related parts.
, and the company's main business machine tool products revenue was 17.46%.
In short, it is an authentic industrial master concept stock .
After a significant increase in performance in the previous two years, the performance declined slightly in the first quarter of this year.
Company launched 39 key R&D projects in 2021, and has newly developed a number of machine tool host products including YKZ7236 gear grinding machine, YK4615 powerful gear honing machine, YK3126 intelligent gear hobbing machine, QVTM120 five-axis vertical turning and milling composite machining center, SAJO12000 five-axis horizontal machining center and other machine tool host products.
and . VMC40U high-speed vertical five-axis machining center jointly developed by Shanghai University of Technology . is the first high-end CNC machine tool in my country with a motion acceleration of 2g, which can meet the processing needs of key parts in multiple fields such as automobiles, aerospace, and medical engineering.
second company, Tosda ,
company is the overall solution provider of intelligent production environment for industrial robots.
Currently the company's stock price is 15.5 yuan, with a total market value of 6.6 billion yuan, and a price-to-earnings ratio of 30 times.
is divided according to the company's product revenue. It can be seen that
The company's smart energy and environmental management system accounted for the highest proportion of revenue, reaching 45%, with a gross profit margin of 24.54%,
followed by industrial robots and automation application systems, with revenue accounting for 33.93, and a gross profit margin of 28.98%,
. From the perspective of profitability return on equity ,
except in 2021, the company's return on equity remained above 20% for the rest of the years.
CNC machine tools, as the company's new business segment last year, has performed well in . Currently, the company's CNC machine tool business is mainly based on its holding subsidiary Evermi. Evermi achieved operating income of over 140 million yuan in 2021, an increase of over 80% over the same period last year. Among them, the number of five-axis linkage CNC machine tool signed more than 100 units and shipped 64 units, an increase of 68.42% over the same period in 2020 .
third company, Haitian Seiko ,
Haitian Seiko's main products are high-end CNC machine tools.
's current share price is 23 yuan, with a total market value of 12 billion yuan, and a price-to-earnings ratio of 27 times.
From the company's product revenue,
The company's CNC gantry processing center accounts for the highest proportion, reaching more than 50%, and its gross profit margin is as high as 30%.
is followed by CNC vertical machining center , with revenue accounting for 26%, gross profit margin of 12%,
is again a CNC horizontal machining center, with revenue accounting for 22%, gross profit margin of 36%.
From the company's main products, we can clearly see that the company is indeed a company with CNC machine tools as its main business.
. Judging from the company's return on equity,
In the past decade, the return on equity of company has fluctuated between 5%-10%.
Last year, the company's return on equity directly exceeded 20%, setting a new high since its listing.
This is mainly due to the strong downstream demand in the machine tool manufacturing industry, the industry's prosperity continues to improve, the company's sales orders have increased, and both domestic sales revenue and overseas sales revenue have hit record highs.
In the first quarter of this year, the company's net profit increased by more than 70%.
company's main products are working master machines for high-end equipment manufacturing industry. CNC metal cutting machine tools products are very widespread. Downstream customers include traditional machinery industry , automobile industry, power equipment, railway locomotives, ships, defense industry, aerospace industry, petrochemical industry, engineering machinery, electronic information technology industry and other processing industries.
last one, Yawei Co., Ltd. ,
is a leading domestic mid-to-high-end metal forming machine tools
Currently the company's stock price is 8.4 yuan, with a total market value of 4.6 billion yuan, and a price-to-earnings ratio of 28 times.
From the company's product revenue,
metal forming machine tool revenue accounts for as high as 62%, and the gross profit margin is also close to 30%.
followed by laser processing equipment revenue accounting for 34% and gross profit margin was 17%.
is also a typical machine tool company.
From the perspective of the company's return on equity,
The company's return on equity has remained at a fluctuation between 5% and 10% in the past decade. Performance is relatively stable.
company's sheet metal processing machine tool is leading in China, CNC turret punching machine and CNC bending machine scale benefits are at the leading level in the domestic industry. The technical performance of CNC flying swing shear lines and CNC unwinding blanking lines for car panel processing reaches the international first-class level , realizing import substitution.
