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厦门岳航计算机工程有限公司
：张美凤
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地址；厦门思明区湖滨东路湖光大厦8楼A单元
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下面是我公司的优势产品(日常用的zui多的,还有不常用的未列出，但都有做的)欢迎您的咨询！
新时达(SZ:002527)自选股价：18.44 0.04 0.22%行情走势大单追踪资金流向研报公司新闻公告个股股吧优股预测龙虎榜机器人(SZ:300024)自选股价：28.60 0.03 0.1%行情走势大单追踪资金流向研报公司新闻公告个股股吧优股预测龙虎榜
公司传统业务增长稳定,机器人[-0.10% 资金 研报]业务开花结果,收购众为兴后将具备明显的协同效应。考虑对众为兴的收购,预计公司2014-2016年EPS分别为0.66、0.87、1.15元,对应目前股价PE分别为27.5、20.9、16.0倍,*给予公司“强烈*”的投资评级。
投资要点
业绩符合市场预期:公司公布2014年半年度报告。上半年共实现营业收入5.01亿元,同比增长23.43%;归属上市公司股东净利润0.79亿元,同比增长25.97%,扣非后归属于上市公司股东净利润为0.69亿元,同比增长31.42%。基本每股收益0.22元,同比增长26.05%。公司业绩符合市场预期。公司还预计前三季度归属上市公司股东净利润增速为20%-35%。
机器人及运动控制类业务开始贡献收入:公司重点培育的机器人及运动控制类产品终于开花结果,上半年实现营业收入994.24万元,毛利率38.89%,下游客户包括广日股份[-0.55% 资金 研报]、开能环保[1.96% 资金 研报]等众多企业。我们预计随着公司市场推广力度的加大和机器人新产品的推出,下半年机器人业务有望继续高速增长,我们乐观预计全年机器人业务收入有望达3000万元以上,同时伴随着规模效应毛利率也会有所提升。
主营平稳增长,海外市场与电梯配套是亮点:在下游房地产行业开发投资增速逐月下滑的情况下,上半年公司电梯控制类产品以及节能与工业传动类产品分别实现了15.32%和19.71%的销售收入增长。公司加强了海外市场开拓以及电梯配套产品市场的深度挖掘,这两项业务分别同比增长52.24%与38.46%。
高研发投入提升核心竞争力:报告期内,公司累计投入研发费用3942万元,占营业收入比例达到7.86%,研发项目以机器人和运动控制为主。作为从电梯变频器领域起家的厂商,新时达[0.22% 资金 研报]相比于国内其他机器人厂商在控制和驱动技术方面具有一定优势,持续的研发投入将会巩固公司在技术上的优势,增强公司的核心竞争力。
收购众为兴优势互补:公司收购的深圳众为兴以轻载机器人为主,公司本体主要做重载机器人,双方在产品线上形成互补。公司在电梯控制系统领域沉浸多年,积累了大量的供应商与客户资源,而众为兴在运动控制系统领域积累了上千家3c行业客户,收购后双方将共享市场资源。我们认为双方经过整合后将会具备比较明显的协同效应。
风险提示:研发失败风险;新产品推广进度低于预期风险。
MATROX PULSAR ISA IMAGING CARD IP-8/AT 90C33/34 VL-1MEG...
SYRON MULTI CHANNEL DOUBLE BLANK ANALYZER DBA200
SYRON MULTI CHANNEL DOUBLE BLANK ANALYZER DBA300
WELDCRAFT WP-27A-12 TORCH PACKAGE, 12.5 FT (3.8 M) RUBB...
FANUC ROBOTICS BASE 2 CIRCUIT BOARD A16B-2200-0021/?06C
ABB CONDENSATEUR C485D25-2LE-U NNB
RELIANCE ELECTRIC FIELD REGULATOR MODULE 0-57412-1
VERO 116-010115B POWER SUPPLY, NIB
ALBRIGHT SW88B-4 CONTACTOR, LOT OF 5, NIB
ALBRIGHT SW88B-4 CONTACTOR, LOT OF 5, SEALED, NIB
FANUC EE 0833 114 002 ROBOT CABLE 4 PIN FEMALE, NEW
FANUC DEE 3246 910 188 POWER CABLE ASSEMBLY, 12 PIN FEM...
FANUC EE 0833 114 006 INTERCONNECT CABLE ASSEMBLY, 27 M...
FANUC EE 0833 114 005 INTERCONNECT CABLE ASSEMBLY, 4 PI...
FANUC EE 0989 110 005 ROBOT CABLE 4 PIN FEMALE
FANUC EE 0989 110 006 ROBOT CABLE 4 PIN FEMALE
GENICOM 44C510006-B11 PWB SMAD DRIVER BOARD, NIB
BIRDSDALL TOOL AND GAGE SA#26 FEDERAL μ MAXμM 201 COMPA...
FANUC A05B-2350-C091 E-STOP UNIT FOR S-420i RJ2 CONTRO...
KAWASAKI PRECISION MACHINERY KPM B38-4L5FLTT SCREW PUMP
NELSA EUROZONE PRESSURE SENSITIVE SAFETY MAT SYSTEM CON...
SIEB & MEYER 26.44.29 / BETA TECH S10 SINUDYN BRUSHLESS...
For Stanley E40
BRINKMANN PUMPS TAL901S570+001 HIGH PRESSURE IMMERSION ...
SERA SEYBERT & RAHIER R 410 LWE DOSING DIAPHRAGM PUMP
PRICE PUMP CO, 008595, MOTOR PUMP, HP 1/2, FR G56J, 285...
HONEYWELL,V4955?A-1296, FLUID POWER ACTUATOR
BALDOR, M23A 97974676-001, SUPER E MOTOR, HP 1, 1765 RP...
ELECTRONIC DISPLAYS 120 VOLTAGE 60 FREQ 0.5 AMP ED050-I...
ALLEN BRADLEY ADJUSTIBLE FREQUENCY AC DRIVE 1333-BAA
DANFOSS 175H1735 VARIABLE SPEED VLT TYPE 3093
A&A AFLEX METAL ESCOPING WAY COVERS D205599
HBM 10.5-26V MESSKONVERTER, MC3 *NEW*
BETA TECH I/O MODULE BC-FSC-050-009
WESTINGHOUSE 600V 800A 3 POLE SELTRONIC CIRCUIT BREAKER...
NORGREN VMS-2110 SMART PUMP, VACUUM MANAGEMENT SYSTEM, ...
GETTYS, RP3100-300, 4 POSITION SERVO RACK, 24 V, +/- 12...
PARKER W21542779B PROGRAMMALE AIR REGULATING 3-WAY VALV...
TECUMSEH RK147AT-002 / RK5512E ROTARY COMPRESSOR, R22 R...
UNICO 4000 DUAL SERIAL ABSOLUTE ENCODER INTERFACE MODUL...
MITSUBISHI ELECTRIC MELSEC-Q CPU UNIT Q02CPU
SIEB & MEYER CNC 61 SINUDYN SERVO CONTROLLER BSM 80A-35...
FANUC ROBOTICS aA64 PULSECODER A860-0360-V501 W/ CABLE ...
MID-WEST INSTRUMENT 141BA-00-W(AA) GAUGE 1500 PSI 200°F...
DAYKIN 480V 6.9A PHASE 1 TRANSFORMER DISCONNECT LTFS-15...
ABB ROBOTICS GT DRIVE UNIT DSQCS46G / 3HAB8101-8/14A *P...
ABB ROBOTICS GT DRIVE UNIT DSQC346G / 3HAB8101-8/12B *P...
ENDRESS + HAUSER CERABAR M PRESSURE TRANSMITTER PMC41-C...
PARKER NB-6-050 NYLON TUBING, 250 FT, 250 PSI, .375" OD...
ROLLON DSS28-530, ESCOPIC RAIL, 530 MM LENGTH, 548 M...
VICKERS FG 03 28 22 FLOW CONTROL VALVE
IMPACT 369, TANK REPLACEMENT WRINGER, NIB
BRINKMANN PUMPS 230V 2.0A 50/60HZ TYPE KTF54 IMMERSION ...
GE FANUC, 1C660ELB922H/J (2) IC660ELB912G, NNB
ANDERSON INSTRUMENT MOTOR DRIVER 56000-A12 REV E
SQUARE D MOLED CASE CIRCUIT BREAKER 500 AMPS 240 VOLTS ...
BAYSIDE RB142-003-008 3:1 RATIO APPROX 7/8" SHAFT GEARH...
INDUSTRIAL DEVICES 160V ELECTRIC CYLINDER NH-31-5B-4-MF..?.
ENDRESS+HAUSER DB51A-AG31FB2/E?E10 HYDROSTATIC PRESSURE ...
TECUMSEH AK111AT-004-J7 HERMETIC COMPRESSOR, 1 HP, 115 ...
INGERSOLL RAND INSIGHT IC TORQUE CONTROLLER 1C1G1A1AN *...
ROSS LOCK OUT EXHAUST VALVE 2783A9006
SIEMENS SIMATIC S5 MEMORY MODULE 64K x 16BIT NIB
SQUARE D 600VAC 225A 3-POLE CIRCUIT BREAKER LA36225
FESTO SERIES SN01 ELECTRIC VACCUM GENERATOR VADM-140-P
INDRAMAT DIGITAL AC SERVO DRIVE CONTROLLER DDS02.1-W150...
RELIANCE ELECTRIC 5HP AC VARIABLE SPEED VS DRIVE 1AC200...
MODICON EMECANIQUE MAGELIS OPERATOR INTERFACE TXB TF...
NORGREN GL500 J1 M6 1 X5PT5 PS0C18 4, GRIPPER, 2" BORE,...
LMI MILTON ROY METERING PUMP C701-297 NNB
STEARNS 1 087 021 000 56 SOLENOID ACTUATED SELF ADJ DIS...
FAFNIR 3MM208WI DUL SUPER PRECISION BEARING SET, NIB
TIMKEN 2MM9108WI DUM SUPER PRECISION BEARING, NIB
TIMKEN 2MM204WI DUM SUPER PRECISION BEARING, NIB
FAFNIR 3MM9109WI DUL SUPER PRECISION BEARING, NIB
TIMKEN 3MM911WE TUM SUPER PRECISION BEARING, NIB
NSK 7009A5TRSULP4Y SUPER PRECISION BEARING, NIB
TIMKEN 3MM9105WICR DUL SUPER PRECISION BEARING, NIB
NSK 7010CTRSUMP4Y SUPER PRECISION BEARING, NIB
FAFNIR 3MM9103WICR DUL SUPER PRECISION BEARING, NIB
TIMKEN 3MM9105WI DUM SUPER PRECISION BEARING, NIB
TIMKEN 2MM9105WI DUL SUPER PRECISION BEARING, NIB
TIMKEN FAFNIR 3MM208WI DUL SUPER PRECISION BEARING SET,...
TORRINGTON / FAFNIR 2MM9105WI DUM SUPER PRECISION BEARI...
HONEYWELL UDC3200 CONTROLLER DC3200-CE-000R-?110-00000-0...
ALPHA WIRE F16022R 16 AWG TEFN 22/C 16.89 FEET MALE / F...
SEW EURODRIVE KAF47AM56, HELICAL BEVEL GEAR, 24.06:1 RA...
ABB SACE S5H INSTANTANEOUS CIRCUIT BREAKER, 2 POLE, 110...
TPC WIRE & CABLE 88531 16 AWG 31 CONDUIT REDUCED DIAMET...
GTR GEAR MOTOR BGLB15-100SE1C 1/20 HP 1 PH 115 V NIB
TDK LAMBDA PCU BOARD PCU-P374B *NEW*
VICKERS, PA5DG4S4LW-0133?C-H-60-S471, DIRECTIONAL VALVE,...
JBL SYSTEMS DLE-103LS JUNCTION BOX WITH 3-PIN MINI MALE...
VICKERS SOLENOID DIRECTIONAL CONTROL VALVE DG4V 5 2NJ M...
HONEYWELL 060-C127-01 GENERAL PURPOSE GAGE / ABSOLUTE P...
CROSBY 1/4"RED-U-BOLT ANCHOR 1010051, G-450 *NEW* LOT O...
RELIANCE ELECTRIC SYSTEM NETWORK COMMUNICATIONS MODULE ...
MIDWEST BRAKE 460V, 240VA, 3PH, 60Hz, 37.0LBS/FT, BRAKE...
MILWAUKEE 16" ELECTRIC CHAINSAW
BOSTON GEAR 1.850HP, 2080LB/IN GEAR REDUCER F732-40-137...
ALLDOS 87PSI, 67.3GPH PUMP KM 234-12135A2, 8809667 *NEW...
EATON 6FT, J-FLEXIBLE SHAFT *NEW, LOT OF 3*
SCHENCK ASI 700 MODULE
ALLEN BRADLEY 2 HAND CONTROL LOGIC UNIT, 24V AC/DC 44OR...
SQUARE D 2-POLE FLOAT SWITCH, CLASS 9035, TYPE DW-10, S...
AEG MODICON REMOTE I/O PROCESSOR MODULE AS-J890-002
ESTEC SERVO NUTRUNNER DU20ESERVO DRIVE UNIT, NIB
BEST POWER TECHNOLOGY CAB-N UPS BATTERY CABINET, 200 Am...
JOHNSON CONTROLS V43AT-2 2?" PRESSURE-ACTUAT?ED WATER-RE...
HEIDENHAIN INTERPOLATION DIGITIZING UNIT, EXE 602E *NEW...
ALLEN BRADLEY SP-151132 REV 03 BASE DRIVER POWER SUPPLY...
ALLEN BRADLEY SP-151131 REV 03 BASE DRIVER POWER SUPPL...
TIMKEN / FAFNIR 3MM9312WI CR DUL SUPER PRECISION BEARIN...
BARDEN 2214H SUPER PRECISION BEARING SET, NIB
BARDEN BARDEN 216HDL SUPER PRECISION BEARING SET, NIB
VICKERS 35V30A 1C22R LOW NOISE VANE PUMP
FESTO GUIDED CYLINDER FENG-32-320-KF *NEW*
MILLERMATIC A1D-4 WIRE FEEDER
ACUITY 002-803002 SENSOR DEVELOPMENT KIT W/ PCMCIA LINK...
ELWOOD GETTYS M139-H60A-00AY-?S2 PERMANENT MAGNET DC SER...
RELIANCE ELECTRIC P18G3893A AI DUTY MASTER AC MOTOR, 1...
