信息赢得先机,数据助力决策,今天阅读了一篇关于《中自科技:尾气催化剂主业筑底,进军储能电池谋新篇》的报告,分享几个我认为比较重要的内容:
有可能面临的问题:
1.燃油车销量周期下行的风险。
2.贵金属原材料价格大幅上涨的风险。
3.国内市场竞争加剧导致市占率下降的风险。
公司动向:
1.主营天然气、柴油、汽油等燃料机动车尾气净化催化剂(器)、氢燃料电池电催化剂以及储能与动力电池等新材料,是我国领先的环保催化剂厂商。
2.目前公司布局成都、眉山和长春三大生产基地,募投项目达产后,产能将进一步提升至汽油车催化剂 100 万套/年,柴油车催化剂 55 万套/年,天然气车催化剂 10 万套/年。
3.今年公司获得关键的潍柴 WP13NG 机型公告,有望将市场占有率进一步提升至 60%+。
4.深入绑定长安汽车,获得多款定点车型公告。
5.携手能蜂电气布局工商侧储能电池业务,公司 60-200 大圆柱锂电电芯目前已通过代加工方式实现销售收入。
参考【中自科技】之前数据:
AAAA-BB-CC,[营业总收入(亿元),同比增长)],[净利润(亿元),同比增长]
2022-09-30:[3.11,(-58.01%)],[-0.53,(-334.83%)]
2022-06-30:[1.95,(-68.82%)],[-0.33,(-214.45%)]
2022-03-31:[0.96,(-68.16%)],[-0.11,(-211.43%)]
2021-12-31:[9.62,(-62.66%)],[0.1,(-95.23%)]
2021-09-30:[7.4,(-63.75%)],[0.22,(-89.29%)]
2021-06-30:[6.25,(-54.61%)],[0.29,(-81.76%)]
2021-03-31:[3.02,(0.0%)],[0.1,(0.0%)]
2020-12-31:[25.77,(157.39%)],[2.18,(152.27%)]
2020-09-30:[20.41,(0.0%)],[2.1,(0.0%)]
2020-06-30:[13.77,(0.0%)],[1.57,(0.0%)]
2019-12-31:[10.01,(197.54%)],[0.87,(245.94%)]
2018-12-31:[3.37,(5.03%)],[-0.59,(-1610.23%)]
2017-12-31:[3.2,(155.11%)],[0.04,(125.35%)]
2017-06-30:[1.24,(114.66%)],[0.11,(208.34%)]
2016-12-31:[1.26,(-19.85%)],[-0.15,(18.62%)]
2016-06-30:[0.58,(-31.66%)],[-0.1,(-82.12%)]
2015-12-31:[1.57,(-2.97%)],[-0.19,(-306.29%)]
2015-06-30:[0.85,(0.0%)],[-0.06,(0.0%)]
2014-12-31:[1.61,(16.23%)],[0.09,(7853.66%)]
2013-12-31:[1.39,(0.0%)],[0.0,(0.0%)]
其中:
在2020-12-31,营业收入约:25.77亿元,在同比中营业收入最高。
在2019-12-31,营业收入同比上年增长:197.54%左右,在同比中营业收入增速最快。
在2020-12-31,净利润约:2.18亿元,在同比中净利润最高。
在2014-12-31,净利润同比上年增长:7853.66%左右,在同比中净利润增速最快。
截止到20022年9月30日,参考【化学制品】同行业数据:
AABB,[营业总收入(亿元),同比增长)],[净利润(亿元),同比增长]
万华化学:[1304.2,(21.53%)],[136.08,(-30.36%)]
天赐材料:[164.29,(148.06%)],[43.6,(180.65%)]
联泓新科:[64.17,(13.25%)],[7.78,(-5.38%)]
德方纳米:[144.16,(519.79%)],[18.28,(628.2%)]
巨化股份:[163.77,(29.74%)],[16.99,(557.25%)]
昊华科技:[63.93,(23.37%)],[7.56,(18.13%)]
凯赛生物:[18.38,(4.79%)],[4.86,(2.15%)]
光威复材:[19.4,(-1.14%)],[7.5,(21.36%)]
国瓷材料:[24.43,(7.46%)],[4.57,(-24.02%)]
浙江龙盛:[134.22,(6.81%)],[17.25,(-42.61%)]
雅化集团:[101.17,(193.58%)],[35.44,(460.51%)]
多氟多:[92.96,(74.83%)],[17.29,(134.53%)]
中化国际:[659.39,(12.83%)],[12.9,(-46.36%)]
安迪苏:[108.0,(15.6%)],[11.44,(-8.55%)]
胜华新材:[67.99,(34.51%)],[8.62,(16.25%)]
永太科技:[48.81,(49.15%)],[5.52,(46.96%)]
齐翔腾达:[232.78,(-9.62%)],[10.49,(-51.49%)]
天奈科技:[14.42,(58.2%)],[3.28,(60.94%)]
瑞丰新材:[20.42,(202.19%)],[3.64,(168.09%)]
华恒生物:[9.84,(58.38%)],[2.17,(112.61%)]
圣泉集团:[70.75,(11.23%)],[4.78,(-9.21%)]
江瀚新材:[26.63,(68.13%)],[8.31,(133.88%)]
三美股份:[37.68,(37.58%)],[4.62,(90.03%)]
南岭民爆:[16.19,(20.67%)],[0.37,(-41.03%)]
东岳硅材:[51.79,(80.59%)],[5.79,(-25.51%)]
江南化工:[55.25,(16.29%)],[8.38,(-16.18%)]
龙蟠科技:[99.39,(329.27%)],[7.08,(264.62%)]
永和股份:[27.2,(28.87%)],[2.28,(28.52%)]
联创股份:[17.71,(43.23%)],[9.03,(454.52%)]
嘉化能源:[89.48,(50.07%)],[12.72,(5.13%)]
三房巷:[165.5,(19.34%)],[7.61,(76.85%)]
凯立新材:[13.0,(6.24%)],[1.75,(38.77%)]
凯美特气:[5.45,(12.08%)],[1.16,(13.09%)]
万凯新材:[147.72,(124.24%)],[8.84,(220.85%)]
海新能科:[66.29,(30.55%)],[-2.72,(31.9%)]
晨光新材:[15.69,(43.93%)],[5.59,(86.51%)]
雪峰科技:[28.84,(54.82%)],[3.7,(211.44%)]
山东赫达:[13.32,(13.76%)],[3.06,(10.55%)]
沧州大化:[34.65,(101.36%)],[1.92,(-1.44%)]
闰土股份:[48.66,(14.47%)],[5.5,(-17.73%)]
华谊B股:[296.69,(-7.69%)],[11.38,(-54.52%)]
新开源:[11.26,(30.14%)],[2.78,(177.34%)]
信德新材:[6.95,(106.57%)],[1.21,(10.16%)]
元力股份:[14.5,(29.06%)],[1.66,(73.37%)]
松井股份:[3.88,(5.54%)],[0.64,(-10.97%)]
回天新材:[28.83,(27.81%)],[2.6,(19.58%)]
鼎际得:[6.6,(26.4%)],[0.86,(1.92%)]
华盛锂电:[7.03,(1.68%)],[2.26,(-15.32%)]
卓越新能:[36.25,(82.94%)],[4.3,(114.94%)]
中广核技:[64.84,(18.38%)],[2.11,(3.49%)]
元利科技:[21.33,(24.39%)],[3.98,(44.98%)]
呈和科技:[4.93,(23.54%)],[1.43,(23.65%)]
东方材料:[2.84,(-0.43%)],[0.15,(-74.57%)]
宏柏新材:[13.47,(62.35%)],[3.18,(263.92%)]
美瑞新材:[11.66,(29.1%)],[0.81,(6.39%)]
中欣氟材:[11.76,(2.47%)],[1.22,(-10.96%)]
苏博特:[27.15,(-16.02%)],[2.35,(-35.8%)]
硅宝科技:[20.19,(20.04%)],[1.66,(2.6%)]
新亚强:[9.41,(48.5%)],[2.65,(15.42%)]
新化股份:[20.19,(7.54%)],[2.48,(125.81%)]
百合花:[19.28,(5.74%)],[1.88,(-15.14%)]
百川股份:[30.43,(0.25%)],[1.2,(-3.85%)]
赞宇科技:[94.46,(17.79%)],[0.75,(-87.51%)]
北化股份:[18.7,(-5.37%)],[0.87,(16.56%)]
七彩化学:[9.3,(-0.42%)],[0.23,(-84.6%)]
国泰集团:[15.54,(16.3%)],[2.01,(30.0%)]
保利联合:[41.69,(5.89%)],[-1.2,(-278.87%)]
宇新股份:[47.32,(118.7%)],[3.35,(152.27%)]
兄弟科技:[26.52,(39.14%)],[2.74,(9105.58%)]
康达新材:[16.3,(14.65%)],[-0.34,(-1604.08%)]
氯碱B股:[49.76,(6.64%)],[11.4,(-0.33%)]
新日恒力:[6.06,(215.02%)],[-0.21,(79.31%)]
泰和科技:[20.91,(51.21%)],[3.27,(176.22%)]
风光股份:[6.17,(6.29%)],[0.67,(-33.72%)]
清水源:[14.51,(35.28%)],[1.12,(458.25%)]
永冠新材:[37.4,(41.15%)],[2.38,(22.53%)]
聚胶股份:[9.81,(38.03%)],[0.72,(83.87%)]
渤海化学:[32.41,(4.79%)],[-2.77,(-335.94%)]
金奥博:[8.96,(71.93%)],[0.47,(2.34%)]
醋化股份:[27.8,(31.42%)],[3.23,(226.65%)]
善水科技:[3.4,(-11.83%)],[0.96,(1.34%)]
达志科技:[3.0,(238.59%)],[-2.39,(-117.53%)]
争光股份:[5.46,(50.31%)],[1.52,(115.2%)]
壶化股份:[7.2,(44.08%)],[0.86,(37.61%)]
德联集团:[33.59,(-7.28%)],[0.64,(-64.62%)]
聚合顺:[48.19,(26.82%)],[2.04,(2.09%)]
联盛化学:[7.75,(31.55%)],[1.43,(102.66%)]
世名科技:[4.88,(-4.03%)],[0.55,(-43.12%)]
建业股份:[21.2,(5.34%)],[3.24,(108.64%)]
久日新材:[11.12,(24.31%)],[1.06,(-2.2%)]
凯龙股份:[24.89,(24.67%)],[1.59,(392.18%)]
光华股份:[10.33,(7.06%)],[1.07,(-16.39%)]
怡达股份:[11.78,(10.57%)],[1.23,(31.98%)]
德美化工:[18.27,(26.88%)],[1.14,(-31.46%)]
集泰股份:[11.14,(-9.83%)],[0.07,(-73.28%)]
赛特新材:[4.6,(-14.5%)],[0.41,(-58.98%)]
中自科技:[3.11,(-58.01%)],[-0.53,(-334.83%)]
宝莫股份:[4.23,(-12.13%)],[0.31,(101.01%)]
润禾材料:[9.27,(15.63%)],[0.71,(0.15%)]
和远气体:[9.48,(30.32%)],[0.51,(-13.12%)]
吉华集团:[15.54,(-9.05%)],[-0.42,(-127.84%)]
安诺其:[6.0,(-25.77%)],[0.4,(-55.03%)]
高盟新材:[7.4,(-12.31%)],[1.08,(-25.68%)]
宝利国际:[14.15,(-12.12%)],[0.09,(196.53%)]
乐通股份:[3.07,(5.56%)],[-0.16,(-27.58%)]
红宝丽:[18.92,(-27.29%)],[-0.03,(-107.31%)]
亚香股份:[5.41,(24.58%)],[0.99,(65.27%)]
福莱蒽特:[8.15,(-5.26%)],[0.75,(-47.47%)]
同德化工:[8.12,(46.7%)],[1.44,(49.45%)]
建新股份:[5.55,(31.42%)],[0.49,(486.18%)]
汇得科技:[23.66,(4.27%)],[0.64,(-29.79%)]
渝三峡A:[3.51,(-2.42%)],[0.86,(17.76%)]
嘉澳环保:[23.24,(86.05%)],[0.36,(-49.42%)]
高争民爆:[8.38,(28.38%)],[0.4,(33.67%)]
星华新材:[5.54,(-3.71%)],[0.67,(-36.58%)]
金力泰:[5.0,(-24.57%)],[-0.85,(-43.05%)]
锦鸡股份:[7.18,(0.23%)],[0.19,(-60.52%)]
丽臣实业:[21.72,(10.58%)],[0.77,(-39.98%)]
正丹股份:[15.18,(22.3%)],[0.74,(-8.84%)]
杭华股份:[8.46,(1.39%)],[0.48,(-41.94%)]
康普化学:[2.64,(123.79%)],[0.78,(248.38%)]
大庆华科:[20.43,(32.75%)],[0.22,(70.35%)]
富淼科技:[12.37,(19.29%)],[0.89,(-1.36%)]
雅运股份:[6.25,(-10.16%)],[0.59,(-3.78%)]
亚邦股份:[8.61,(71.79%)],[-1.86,(-43.54%)]
洪汇新材:[4.26,(-24.66%)],[0.61,(5.06%)]
红墙股份:[6.94,(-39.68%)],[0.63,(-30.85%)]
美思德:[3.74,(5.17%)],[0.54,(16.79%)]
远翔新材:[2.76,(-9.41%)],[0.45,(-27.68%)]
晶华新材:[10.37,(1.86%)],[0.04,(-88.36%)]
保立佳:[25.49,(3.06%)],[0.01,(-98.74%)]
双乐股份:[9.52,(-10.05%)],[0.17,(-78.74%)]
东来技术:[2.68,(-18.2%)],[0.21,(-66.6%)]
科隆股份:[6.86,(-17.18%)],[-0.31,(-458.71%)]
亚太实业:[4.01,(1.86%)],[0.05,(-72.7%)]
先锋新材:[2.46,(6.27%)],[0.06,(1.9%)]
天晟新材:[4.37,(-27.22%)],[-0.37,(-1180.27%)]
天安新材:[19.5,(56.05%)],[0.19,(-50.95%)]
飞鹿股份:[3.8,(-5.26%)],[-0.29,(-389.24%)]
同大股份:[3.68,(-0.59%)],[0.09,(-16.96%)]
达威股份:[3.81,(-20.83%)],[0.1,(-82.43%)]
丹科B股:[7.59,(0.41%)],[-0.44,(13.47%)]
ST宏达:[2.85,(-29.79%)],[-0.24,(88.19%)]
佳先股份:[4.09,(23.56%)],[0.47,(9.33%)]
夜光明:[2.79,(1.63%)],[0.26,(42.08%)]
凯华材料:[0.88,(-12.38%)],[0.13,(-11.58%)]
凌玮科技:[2.95,(-0.08%)],[0.68,(41.14%)]
其中:
万华化学营业收入约:1304.2亿元,同行业中营业收入最高。
德方纳米营业收入同比上年增长:519.79%左右,在同行业中营业收入增速最快。
万华化学净利润约:136.08亿元,同行业中净利润最高。
兄弟科技净利润同比上年增长:9105.58%左右,在同行业中净利润增速最快。
由于报告篇幅较长,我们提炼了大众关注的热点解读,报告中还有很多关于《中自科技》产业发展更详尽的内容,如果您觉得此篇报告对您有帮助,可评论“报告”获取PDF完整版阅读。
参考原报告来源:https://docs.qq.com/sheet/DQnlhbVR5RHJLcXFu?tab=BB08J2
此篇报告仅供参考,不构成任何投资建议。


