1, Yuyue Medical (002223)
The company has three business segments: rehabilitation nursing, medical oxygen supply and medical clinic, which play an important role in the development of hyperbaric oxygen chamber.
2. Ice wheel environment (0008 1 1)
Large-scale national first-class enterprises produce complete sets of refrigeration and industrial refrigeration equipment, complete sets of central air conditioning equipment, screw air compressors, industrial boilers, castings, hyperbaric oxygen chambers, etc.
3.AVIC Electromechanical (0020 13)
Its subsidiary, Guizhou Leifeng Aviation Machinery, is the first manufacturer of medical hyperbaric oxygen chamber products approved by the state in China.
4. Weiao shares (60500 1)
Weiao shares: At present, the sales ratio of oxygen-enriched health cabin series products is not too high.
Weiao shares (605001)165438+10/7 announced the change in the evening, and the company paid attention to the related reports of micro hyperbaric oxygen chamber. Since the company's oxygen-enriched health cabin series products were officially put on the market in 2022, the current sales ratio is not too high. By the third quarter of 2022, the product has achieved operating income of more than 7.6 million yuan, accounting for about 2% of the total operating income in the current 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 cabin is a civil miniature hyperbaric oxygen cabin, which faces the consumer market and does not belong to medical devices. The oxygen production module in the oxygen-enriched health cabin products is purchased, and the company is not engaged in the manufacture of oxygen production equipment at present.
The concept stock of oxygen-enriched health cabin, Weiao Co., Ltd. (60500 1), is the leader of supporting products for rail transit vehicles.
The company is the leading enterprise of vehicle accessory products in rail transit industry, with a market share close to 40%. The company is one of the most abundant enterprises in the industry to provide supporting products for rail transit vehicles, meeting the "one-stop" procurement needs of vehicle manufacturers. The company's product line covers five categories: interior products, bathroom systems, metal structural parts, modular products and exterior structural parts, and covers many sub-products such as passenger room/driver interior, bathroom, air duct system, front shell, luggage rack and seat. In 20 19, the company's operating income was160.9 billion yuan, of which the income of high-speed train emu supporting products and urban rail vehicle supporting products accounted for 63.03% and 20. 16% respectively.
Bind the downstream high-quality large customers and enhance the company's operating safety margin. The downstream customers of the company mainly include China CRRC, Bombardier, Siemens, Alstom and other well-known rail transit vehicle manufacturers at home and abroad, and have reached strategic cooperation agreements with Bombardier and Siemens respectively. Among them, CRRC has always been the company's largest customer. In 20 19, the company's sales revenue to CRRC reached 75.29%, and the sales revenue to Bombardier and Siemens accounted for 10.26% and 6.86% respectively, with high customer concentration.
Due to the high entry threshold of the rail transit industry, the company has a strong first-Mover advantage by deeply binding large customers.
EMU is expected to maintain steady growth in the next three years, and the outbreak of urban rail will bring new demand. 2020 is the closing year of the 13th Five-Year Plan, and next year will soon enter the construction period of the 14th Five-Year Plan. The "eight horizontal and eight vertical" railway network will be fully completed, which will provide strong support for the demand of EMU. According to the preliminary approval of urban rail transit, we predict that the next three years will be the peak of traffic volume, and the annual investment in fixed assets is expected to remain above 600 billion yuan, of which the investment in urban rail vehicles is expected to exceed 200 billion yuan, which will provide strong support for the company to expand its business income.
Profit forecast: According to the development of rail transit industry and the company's development plan, we estimate that the company's operating income from 2020 to 2022 will be 65.438+78 billion yuan, 2.060 billion yuan and 2.3965438+0 billion yuan respectively, and the net profit attributable to the mother will be 282 million yuan, 359 million yuan and 436 million yuan respectively, corresponding to PE of 654.38 billion yuan respectively.