Securities code: 002158 securities abbreviation: Shanghai Hanbell Precise Machinery Co.Ltd(002158)
Shanghai Hanbell Precise Machinery Co.Ltd(002158) record of investor relations activities
No.: 2021-12-004
Investor relations ■ specific object research □ analyst meeting □ media interview □ performance presentation meeting □ press conference activity category □ roadshow activity ■ on-site visit □ one-to-one communication □ others
Participating units: HSBC Qianhai securities, BOC investment and oak red fund
name
Time: December 14, 2021
Location company
Secretary of the board of directors, manager of product department, securities affairs representative and investor relations management receptionist of listed companies
1、 Performance in the first three quarters
The operating revenue was 2.192 billion yuan, a year-on-year increase of 45.34%; The net profit was 364 million yuan, a year-on-year increase of 50.99%. II. Product introduction
(i) Compressor (set)
1. The compressor (Group) includes a refrigeration compressor and an air compressor
2. Refrigeration products are the company's leading products, including commercial central air conditioning compressors, refrigeration compressors, heat pump compressors, etc.
3. The compressor for central air conditioning has occupied a certain market proportion, and the annual change of the whole industry market is relatively stable.
Investor relations 4. Refrigeration compressor products are widely used in Shenzhen Agricultural Products Group Co.Ltd(000061) preservation, fishing boat quick freezing, food quick freezing tunnel and other industries. Content introduction 5. Heat pump compressor products are mainly used to replace coal with electricity, such as civil central heating and the transformation of industrial coal-fired boilers, which are greatly affected by national environmental protection policies.
6. The company's air compressor products are mainly used in construction machinery and other gas source power industries, with a wide range of downstream business fields. Such as laser cutting, oxygen and nitrogen production, highway maintenance injection, underground transportation of coal mining machinery, etc.
7. As a general-purpose machinery, the prosperity of air compressor industry is related to that of manufacturing industry.
（2） Vacuum products
1. The company's vacuum products can be used in photovoltaic, lithium battery, semiconductor, pharmaceutical and chemical industries.
2. At present, the company's vacuum pump is mainly sold in the photovoltaic field, and its sales proportion in the semiconductor industry is not high. 3. In the photovoltaic industry, the company has a certain market share in the pull crystal part, and the market share of the battery chip part is relatively higher than that of the pull crystal part
Lower, with alternative space.
4. At present, the company's vacuum products are mainly used in perc process, TOPCON and hjt technology, which are being popularized and used.
5. The maintenance cycle of vacuum products varies depending on the manufacturing process.
6. The main competitors are: Sweden Atlas, Japan Ebara and other enterprises.
Annex list none
Date: December 14, 2021
