VIGA Faucet Chaw tsim tshuaj paus 
Chav Dej Tsev Kawm Lag Luam
Nyob rau yav tsaus ntuj ntawm lub Plaub Hlis 30, Solux Technology (603992, SZ) tau tshaj tawm tias lub tuam txhab npaj siab yuav tau 51% ntawm Xiamen BGT Group Technology Joint Stock Company (Hauv qab no yog hu ua BGT Group) rau 285.6 lab yuan.
Tus neeg sau xov xwm tau sau tseg tias txij li nws tau tsim nyob rau hauv 2004, Solux Technology tau koom nrog hauv kev tshawb fawb, kev loj hlob, ntau lawm thiab muag khoom ntawm chav dej accessories khoom. Ua ntej thiab tom qab IPO hauv 2018, lub tuam txhab kev ua tau zoo loj hlob ib zaug tsis muaj zog. Txawm li cas los, Xyoo tas los, lub tuam txhab pom kev nce ob npaug ntawm cov nyiaj tau los tseem ceeb thiab cov nyiaj tau los.
Thiab BGT Group, raws li lub hom phiaj ntawm Solux Technology qhov tau txais tam sim no, yog koom nrog hauv cov khoom siv hauv chav dej xws li cov khoom siv hauv chav dej thiab lub tank fittings, thiab cov ntaub ntawv tseem ceeb uas yuav tsum tau ua rau nws cov khoom yog heev sib tshooj nrog Solux Technology.
Solux Technology qhov kev ua tau zoo xyoo tas los yog kev loj hlob tawg
Raws li tus pib ntawm qhov kev yuav khoom no, Solux Technology qhov kev ua tau zoo xyoo tas los hloov nws qhov tsis muaj zog, nrog kev loj hlob tawg ntawm cov nyiaj tau los ntawm ntau yam khoom.
Raws li tsab ntawv ceeb toom txhua xyoo, lub tuam txhab tiav kev khiav hauj lwm cov nyiaj tau los ntawm 2.035 billion yuan nyob rau hauv 2020, pem 17% Xyoo-rau-xyoo, ntawm uas, domestic kev khiav hauj lwm cov nyiaj tau los ntawm 577 lab yuan, pem 10% Xyoo-rau-xyoo. Cov nyiaj tau los ua haujlwm txawv teb chaws yog 1.458 billion yuan, pem 20% Xyoo-rau-xyoo. Ua tiav cov txiaj ntsig tau los ntawm leej niam ntawm RMB 270 ib laj, nce ntxiv 16% Xyoo-rau-xyoo.
Cov nyiaj tau los ua haujlwm (billion yuan) thiab kev loj hlob ntawm lub xyoo (%) ntawm 2015 rau 2020 Duab qhov chaw: Screenshot ntawm tuam txhab tshaj tawm
Nyob rau hauv cov nqe lus ntawm cov nyiaj tau los pab, Solux Technology cov nyiaj tau los tseem ceeb yog cov khoom siv hauv chav ua noj thiab chav dej, uas cov nyiaj tau los ua haujlwm hauv 2020 yuav txog 1.848 billion yuan, pem 11% Xyoo-rau-xyoo. Nws suav rau ntau dua 90% ntawm tag nrho cov nyiaj tau los. Rooj tog qeb khoom cov nyiaj tau los ntawm 76.0177 lab yuan, nrog ib qho nyiaj tau los ntawm 3.74%, qeb thib ob. Tag nrho cov nyiaj tau los ntawm kev zoo nkauj thiab khoom noj qab haus huv thiab lwm yam lag luam ob leeg tau tshaj 46 lab yuan, accounting rau txog 2.26% ntawm tag nrho cov nyiaj tau los.
Nws tsim nyog hais tias txawm hais tias pawg rooj tog thiab kev zoo nkauj thiab kev noj qab haus huv cov khoom lag luam suav nrog ib feem me me ntawm tag nrho cov nyiaj tau los.. Txawm li cas los, vim kev lag luam xav tau txhawb nqa los ntawm kev sib kis, ob leeg ua tiav 5 sij hawm thiab 1 lub sij hawm xyoo-rau-xyoo kev loj hlob, nrog kev ua tau zoo tshwj xeeb hauv kev sib kis.
Tab sis yog qhov kev loj hlob tawg tau ruaj khov?
Hais txog thaj tsam, Solux Technologies’ export cov nyiaj tau los accounted rau 71.63% hauv 2020. Lub tuam txhab tsuas yog xa tawm mus rau North America, Tebchaws Europe thiab lwm thaj chaw, thiab cov txiaj ntsig tseem ceeb yog US. duas. Nrog rau volatility thiab unpredictability ntawm kev sib kis thoob ntiaj teb, Solux Technologies, uas tso siab rau kev lag luam txawv teb chaws, yuav ntsib qhov tsis paub tseeb.
Ntxiv rau, los ntawm qhov pom ntawm tag nrho cov margin, raws li ib lub nrig khoom, tag nrho cov npoo ntawm chav ua noj thiab cov khoom siv hauv chav dej tau nce me ntsis, thiab nws yog qhov nyuaj los muab lub zog ntxiv rau kev loj hlob ntawm cov nyiaj tau los.
Tib lub sijhawm, Solux Technology yog nyob rau hauv lub lag luam dej hiav txwv liab. Raws li cov ntaub ntawv pej xeem, hauv 2020, Tuam Tshoj cov khoom vaj khoom tsev nyob hauv thaj chaw muag khoom ntawm 1.55 billion square meters, nce ntxiv 3.2% Xyoo-rau-xyoo, qhov kev loj hlob thiab ob xyoos dhau los tshaj qhov nce me ntsis. Thiab lub nroog tus nqi ntawm ntau tshaj 60%, piv rau urbanization tus nqi ntawm txog 80% nyob rau hauv lub teb chaws tsim, Tuam Tshoj tseem muaj chaw ntxiv rau kev txhim kho. Qhov no txhais tau hais tias yav tom ntej kev muag khoom vaj tse nyob hauv tsev yuav mus tas li, chav ua noj thiab chav da dej accessories kev lag luam yuav tuav ib qho loj dua, tab sis cov tuam txhab tseem yuav ntsib kev sib tw hnyav dua.
Ua li no, yuav ua li cas tuav lub zog loj hlob ntawm chav ua noj thiab chav dej ua lag luam tau dhau los ua qhov teeb meem uas Solux Technology yuav tsum xav txog.
Kev sib koom ua ke thiab kev yuav khoom lub hom phiaj “chav tsev ntse” kev lag luam attracts ceg txiv ntseej
Raws li kev kawm ntawm Solux Technology, BGT Group zoo ib yam li Solux Technology hais txog nws txoj kev lag luam loj.
Ntawm ib sab tes, txij li thaum nws tsim nyob rau hauv 2006, BGT Group tau koom tes nrog kev huv huv, tsom rau kev tshawb fawb thiab kev loj hlob, kev tsim khoom thiab kev muag khoom ntawm cov khoom siv tu cev xws li cov ntaub so quav, tank accessories, chav da dej thiab chav dej ntse, thiab yog ib tug ntawm cov loj manufacturers nyob rau hauv lub ntiaj teb no niche khoom Circuit Court.
Ntawm qhov tod tes, BGT Group tau tsim kom muaj kev sib raug zoo thiab ruaj khov kev sib raug zoo nrog cov tuam txhab tsim khoom huv huv hauv tsev thiab txawv teb chaws, thiab cov nyiaj tau los txawv teb chaws suav rau ib nrab ntawm tag nrho cov nyiaj tau los. Thaum ntxov li thaum nws tsaws rau ntawm Pawg Thawj Tswj Hwm Tshiab Thib Peb hauv 2017, BGT Group cov neeg koom tes twb tau them tus tswv tsev ntawm cov chaw tsim khoom hauv chav dej thoob ntiaj teb xws li Moen (Lub suab paj twg, Usa), Toto (Toto, Nyiaj txiag), Lub caj xeem (Lub caj xeem, Lub teb chaws Yelemees) thiab thoob ntiaj teb ADEO (Koj yog Tsev, Fabkis), Saint-Gobain (Saint-Gobain, Fabkis), Kingfisher (Kingfisher, Hauv UK) thiab lwm yam Cov saw loj ntawm cov khoom siv hauv tsev muag khoom.
Ntxiv rau, BGT Group kuj muaj cov ntaub ntawv muaj zog hauv cheeb tsam ntawm kev tshawb fawb thiab kev tsim kho. Raws li lub Plaub Hlis 20, 2021, BGT Group tau tso cai 358 domestic thiab txawv teb chaws patents, kuj muaj 20 invention patents. Muaj 140 patents nyob rau hauv cov chav dej ntse.
Nws yog tsim nyog hais tias nyob rau hauv 2019, Solux Technology tau tsim kom muaj kev txawj ntse Electronics Division, uas yog npaj los muab kev txhawb nqa rau kev txhim kho ntawm lub tuam txhab cov khoom ntse nrog cov thev naus laus zis. Thiab kev loj hlob sai ntawm BGT Group cov khoom lag luam ntse tso zis tso quav yog qhov tsis txaus ntseeg tau ua tau zoo nrog Solux Technology txoj kev txhim kho kev coj ua.. Yog li ntawd, hauv Solux Technology txoj kev pom, “Qhov kev yuav khoom no tau txais txiaj ntsig zoo rau lub tuam txhab kev lag luam thev naus laus zis thiab kev ua lag luam kev ua lag luam hauv cov khoom siv ntse ntse hauv tsev thiab cov khoom tseem ceeb uas sawv cev los ntawm cov chav dej ntse / ntse npog, lwm. raws li cov khoom lag luam ntse hauv tsev uas twb muaj lawm.”
Txawm li cas los, seb qhov kev nrhiav tau no thaum kawg tuaj yeem pab Solux Technology ua tiav kev lag luam kev koom ua ke thiab txhawb nqa IDM cov khoom lag luam feem ntau nyob ntawm seb BGT Group puas yog “kev sib tw”. Raws li kev cog lus ua haujlwm ntawm BGT Group, nws cov nyiaj tau los nruab nrab (xam nyob rau hauv lub hauv paus ntawm qhov qis ntawm ua ntej / tom qab txiav tawm ntawm cov nyiaj uas tsis yog rov tshwm sim los yog poob, tom qab no) yuav tsum tsis txhob tsawg tshaj li RMB 56.66 lab hauv FY 2021, FY 2022 thiab FY 2023. Lub cog lus net profit rau lub xyoo nyob rau hauv 2021, 2022 thiab 2023 yog RMB50 lab, RMB56 lab thiab RMB64 lab feem.
Txawm li cas los, muaj qhov tsis paub meej tias BGT Group Company puas tuaj yeem ua tiav qhov kev ua haujlwm tau cog lus tseg. Yog tias BGT Group Company ua tsis tau raws li cov lus cog tseg yav tom ntej, nws yuav kov cov nqe lus them nyiaj ua haujlwm, thiab Solux Technology tej zaum yuav ntsib txoj kev pheej hmoo ntawm tsis tau txais cov nyiaj them poob haujlwm.