Smart meter industry two strong neck
On the market prospect and dividend policy support, domestic smart meter related enterprises have great development. Which are more representative of the two: Shanghai acrel's (300286) and Jiangsu sfeir. An Kerui was at the beginning of this year listed, and Sfield would have passed, about landing gem. With a smart meter industry mark sex enterprise, the two company's investment value and the market will how?
Intelligent meter industry background may be investors in thinking about this problem first need to grasp : as China puts forward to build the National Smart Grid concept, and the direct matching intelligent meter begins to become the focus of attention. Intelligent electric energy meter is a new type of KB0-12C electric energy meter, relative to the previous general electric energy meter, in addition to basic measuring function, intelligent electric energy meter is full electronic watt-hour meter, with the hardware clock and a complete communication interface, high reliability, high safety grade and large storage capacity and other features the future development of China, fully in line with the" energy saving and environmental protection " requirement. According to the plan, the Chinese government in the"12th Five-Year Plan" will be installed230000000smart meters. In other words, in2012 to2015each year, Chinese new installation of smart meters will Coda to 80000000block. And in the long term, the country of the smart meter reached 500000000block. China will become the world's largest intelligent meter market.
Sphere: a smart meter industry of the Whampoa　 Military Academy
Sfield electric was established in 1998, in the industry has a" smart meters of the Whampoa　 Military Academy". This is not only because Sfield in the industry a long time, it is because many meter company also is from Sfield to go out. In fact, in 2003 the establishment of the acrel 's leading executives, originally worked for the sphere. Can see from this, Sfield in this industry, intelligence and experience, is fully deserve.
It is because in the industry say, Sfield has been the industry standard developed one. From the beginning of 2011, Sfield electric started to participate in motor protection device and reactive compensation device of relevant national and industry standards revision. At the same time, Sfield products have passed UL certification review of the United States of america. The United States of America UL mechanism is designed to improve product quality and safety performance of the international safety inspection, in the industry highly authoritative, is a world famous one of the security authentication mechanism. Through the United States UL certification, marking the Jiangsu Sfeir products in electric safety obtained the international authority approval, to further expand the international market to lay a foundation. This is the domestic electric power industry the first, until now the only certified through UL mounted instrument of electric power industry.
The bright younger generation: acrel Houjinshizu.
An Kerui set up time is later than the sphere, but the development speed is very fast, even before J Fielden Lo gem, it gives the company future development has laid a very good foundation. From financial data, acrel 's some data even better than sfere. For example, in the margins,2009 -2011 year the company's main business gross interest rates were62.05%,63.97% and65.51%, slightly higher than Sfield's earlier gross margin: 58.81%,59.99% and 60.53. net interest acrel's advantage is more apparent,2010 and2011, the company net profit rate reached 31.35% and 26.84%, and Sfield in 15.35% and 15.65%, acrel's obvious dominant.
An Kerui was significantly higher than that of Sfield's net interest margin, the company in the management of cost control do very place. Sfield although Maori and acrel differ not quite, but the lower rate of net, in a production cost of compression and control, there is still a lot of work to do.
Market performance: close
The two companies are now in the market performance is very outstanding, in many large projects are involved. Information from the public view, Sfeir products widely used in Olympic projects, the South-to-North Water Diversion Project, the Guangzhou Asian Games City, Shanghai World Expo venue, iron and steel, Nanjing subway line two, Jingdezhen airport, Ngari Gunsa Airport, Zhejiang's three nuclear power plant, Nanjing Yangtze River tunnel project; and the An Kerui product is project of Beijing Olympic Games, Shanghai Expo project, the Guangzhou Asian Games, the National Stadium in Costa Rica for engineering projects at home and abroad, major projects selection.
Notably, many projects have involved two companies at the same time. This shows that although acrel and Sfield to some extent in the market competition, but because the smart meter industry potential is tremendous, perspective is wide, the two companies actually have a very good performance. With the further development of the industry and mature, similar to Sfield and acrel intelligent instrument enterprises will have better performance.
The electrical switch factory reprints news ( www.jiandq.com )