Concept stock analysis
1, Century Ruier: the company is the market leader in the field of railroad safety monitoring, the company has established a leading position in the field of railroad integrated monitoring system (including communication monitoring system), railroad integrated video monitoring system, railroad disaster prevention and safety monitoring system.
Century Ruier (300150): the second quarter performance improved significantly, focus on episodic mergers and acquisitions
Railway investment is gradually accelerating, focus on episodic mergers and acquisitions
From the point of view of the segmentation of the product, the railroad disaster prevention and safety monitoring system to achieve revenue of 40,337,500 yuan, a year-on-year growth of 127.21%, and the other monitoring system to achieve revenue of 2,953,044 yuan, a year-on-year increase of 127.21%. 953.044 million yuan, an increase of 979.17%, mainly due to the company to increase the security, electric power industry investment. 2013 first half, the domestic railroad fixed asset investment of 215.931 billion yuan, an increase of 21.5%; of which capital investment of 186.972 billion yuan, an increase of 25.7%. Although the first half of this year, the railroad fixed asset investment only completed the beginning of the year plan of 30%, but the investment amount increased significantly, the ring showed a gradual upward trend, the research report judged that the second half of the high-speed rail investment still needs to be accelerated to put. From the point of view of the security industry chain, the company is located in the middle and lower reaches of the industry, the future does not rule out the expansion of the industry chain to the upper reaches of the mergers and acquisitions, as of the first half of 2013, the company's book money funds 1.027 billion yuan, accounting for the proportion of the total market value of close to 40%, epitaxial mergers and acquisitions will become the company's main future point of view.
2, Tongfang shares: Tongfang shares is Tsinghua Holdings funded the establishment of high-tech companies, the company developed and produced XT1080CT passenger baggage explosives automatic detection system, CX16580S (dual-channel) passenger baggage X-ray security screening equipment and CX8380S (single-channel) passenger baggage X-ray security screening equipment to obtain the Civil Aviation Administration of China's use of security equipment license. License certificate. The XT1080CT passenger baggage explosives automatic detection system is used for on-line inspection of baggage, and can identify explosives and other contraband in the baggage and automatically alarm, which is the first product to obtain the license for the use of equipment in accordance with China's first "Civil Aviation Passenger Baggage X-ray Computed Tomography Imaging Security Inspection Equipment" industry standard. www.southmoney.com
Equity investment income sustainable business many with spin-off potential. Since 2011, the company's earnings from equity investment (including gains from changes in fair value and investment income) accounted for more than 2/3 of the total profit ratio. due to concerns about the sustainability of the weak, the market is often not highly recognized for this kind of profit is not from operating income. But the research report that the same party has become an investment platform company, formed a "investment - incubation - synergistic development - (spin-off)" benign model. 12 annual report disclosed that there have been 56 controlling participation in subsidiaries. After the listing of Tongfang Guoxin, BVision and Tongfang Tide, there are still a number of subsidiaries, including Tongfang Environment, Tongfang Knowledge Network, Chongqing Guoxin, etc., which have strong profitability or potential for spin-off, and will bring the company sustained income.
Completion of the merger and acquisition of one person one layout of the Internet/"> mobile Internet. The company has in August completed the merger and acquisition of one person one book. One person one this to "original handwriting" as the core technology, 2012 sales of 180,000 sets of Tablet PC; after the merger will be able to utilize the same party's strong channel system to develop customers, in the commercial market is promising, will become the same party in the layout of the mobile Internet is an important link.
Resource integration and comprehensive advantages in the construction of smart cities. The construction of smart cities is in the ascendant, and because it involves the integration and optimization of resources in a number of fields, it has become a difficult problem in front of each participant. The advantages of Tongfang's comprehensive business layout are highlighted here. The company is an industry leader in intelligent buildings, rail transportation, security, data resource management, etc., and will give full play to its comprehensive advantages to share the feast of smart city construction.
3, huahong counts through (300330) is a state-controlled radio frequency identification technology (RFID) based electronic toll and payment system solution provider and equipment supplier, specializing in non-contact IC card automatic toll collection system design, development, integration, sales and service and related terminal products production and sales, the main business and products include rail transit automatic ticket vending system (AFC) Its main business and products include automatic fare collection system (AFC) for rail transportation, city card automatic fare collection system (mainly including city bus card collection system and other RFID-based electronic fare collection system), RFID item identification and logistics management system, as well as related reading and writing machines and other terminal products.
Huahong Keitong Wins 108 Million Automatic Ticketing Contracting Project
Huahong Keitong announced over the weekend that the company has recently received the "Notice of Bid Award" issued by Dalian Machinery and Equipment Completion Company on October 22nd. According to the Notice of Award, the consortium of the company and Neusoft Corporation was the winning bidder for the second bidding section of the general contracting project of the automatic fare collection (AFC) system for the Dalian project, with the winning bid amounting to 108,255,300 yuan.
This is the first time for the company to win the bid in the open tender procurement of rail transportation projects in Dalian area. According to the tender announcement, the company won the tender amount of 108,255,300 yuan, after deducting value-added tax accounted for 35.73% of the total audited operating income in 2012. The winning project is in line with the company's business development plan, if the company can sign a formal project contract and implement it smoothly, it will have a positive impact on ensuring the company's sustainable and stable development and maintaining performance.
4, Topband shares: the company to China's leading intelligent control technology as the core, and continue to expand its application areas of China's first-class intelligent control solutions provider, industry covering home appliance control, high-efficiency lighting, motors, power supplies, security, industrial automation, and digital electronics and other fields, product sales in dozens of countries around the world.
Topband shares (002139): the policy to eliminate local protectionism, the company ushered in the opportunity of the electric core
Event: new energy automobile policy was released, compared with the implementation of the subsidy policy began in 2009, the new promotion of the application of the number of vehicles in the field brand shall not be less than 30%, shall not set up or disguised obstacles to limit the procurement of vehicles of foreign brands, and the implementation of other measures, this largely eliminates local protectionism, the purchase of foreign brands. This largely eliminates the constraints of local protectionism on the development of new energy vehicles.
Comment: the policy to eliminate local protection, lithium battery core business ushered in opportunities
The company's core business first target electric buses, from difficult to easy, through the electric bus core to establish the brand and reputation to expand the market. Electric bus lithium battery core business from 2010 to reserve, from the earliest introduction of technology and team, to the production line construction, and then to the launch of the company's core products, after nearly four years of integration of the company's lithium battery core business has matured, and is now entering the market expansion stage.
The company's lithium batteries in the electric bus business after a long time of technical reserves, is now actively involved in the bidding of electric buses. Shenzhen, for example, the number of annual public transport replacement in Shenzhen is currently 2,000 units, it is expected that more than half of the 2,000 units replaced this year is a purely electric bus, to 2015, the annual replacement of 2,000 units of public transport in Shenzhen City will be all purely electric buses. The original procurement basically shows the local car parks and battery factory in Shenzhen a dominant situation, the state regulations must be 30% is a provincial brand, will provide more than 300 units of lithium battery cells for the field company space, the company mainly new entrants to provide a great opportunity.
From a more long-term perspective, the company will be lithium battery cells used in buses, itself is the affirmation of the company's lithium battery cell production and technology, the future of the company's electric core to promote the establishment of a good market image and reputation, more powerful with the company's electric core business.