Listed companies producing hyperbaric oxygen chambers hyperbaric oxygen chambers concept stocks are as follows:
1, Yueyue Medical (002223)
The company has three business segments: rehabilitation care, medical oxygen, medical clinical, in the development of hyperbaric oxygen chambers in an important position.
2, ice wheel environment (000811)
National large-scale first-class enterprises, the production of freezing and cold storage, industrial refrigeration equipment, central air-conditioning equipment, screw air compressor, industrial boilers, castings, hyperbaric oxygen chamber.
3, AVIC electromechanical (002013)
The subsidiary of Guizhou Fenglei aviation machinery is the earliest approved national designated professional production of medical hyperbaric oxygen cabin products manufacturers.
4, Wei Ao shares (605001)
Wei Ao shares: oxygen-rich health cabin series of products is not too high percentage of sales
Wei Ao shares (605001) on the evening of November 17th released a different announcement, the company is concerned about micro hyperbaric oxygen cabin related reports. As the company's oxygen-enriched health cabin series of products is only formally introduced to the market in 2022, so the current sales share is not too high. As of the third quarter of 2022, the product realized operating income of more than 7.6 million yuan, accounting for about 2% of the total operating income of the period. Up to now, the sales of this product will not have a significant impact on the Company's performance. The Company's oxygen-enriched health chambers are civil micro hyperbaric chambers for the consumer market and are not medical devices. The oxygen module in the oxygen-rich health capsule is procured externally, and the Company is not engaged in the manufacture of oxygen equipment.
Oxygen-enriched health capsule concept shares Wei Ao shares (605001): rail vehicles supporting products leading
The company is the rail transportation industry vehicles supporting products leading enterprises, market share of nearly 40%. The company is one of the industry to provide rail transit vehicles supporting products of the most varied enterprises to meet the vehicle manufacturing enterprises "one-stop" procurement needs. The company's product line covers five categories, including interior products, toilet systems, metal structural parts, modular products and exterior structural parts, covering many sub-products, such as passenger/driver interiors, toilets, duct systems, head shells, luggage racks, seats, etc. The company's operating income in 2019 was RMB 1.609 billion, of which the revenue share of high-speed railway rolling stock ancillary products and urban rail vehicle ancillary products was 63.03%, 20.16% and 20.9%, respectively. 63.03% and 20.16%.
Binding downstream high-quality large customers, enhance the company's operating margin of safety. The company's downstream customers mainly include China CNR, Bombardier, Siemens and Alstom and other well-known domestic and international rail vehicle manufacturers, and with Bombardier, Siemens reached a strategic cooperation agreement. Among them, China CNR has always been the company's top customer, and the company's sales revenue to China CNR in 2019 accounted for 75.29%, and sales revenue to Bombardier and Siemens accounted for 10.26% and 6.86% respectively, with a high degree of customer concentration.
Because of the high barriers to entry in the rail transportation industry, the company has a strong first-mover advantage as it is y bound to large customers.
The next three years is expected to maintain a steady growth of rolling stock, urban rail outbreak brought new demand. 2020 is the "13th Five-Year" closing year, next year will soon enter the railroad "14th Five-Year" construction period, "" eight horizontal and eight vertical "railway. Eight horizontal and eight vertical" railroad network will be fully completed, the demand for rolling stock to provide strong support. According to the pre-approval of urban rail, we expect that the next three years will be the peak of the vehicle, the average annual investment in fixed assets is expected to remain above 600 billion, of which investment in urban rail vehicles is expected to more than 200 billion yuan, to expand the company's business income to provide strong support.
Profit forecast: according to the development of the rail industry and the company's development plan, we expect the company's 2020-2022 operating income of 1.778 billion yuan, 2.060 billion yuan, 2.391 billion yuan, net profit of 282 million yuan, 359 million yuan, 436 million yuan, corresponding to the PE were 16X, 13X, 11X, the first time to cover! Give "hold" rating.