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业绩会实录|赛晶电力电子(00580)项颉:40分钟,让投资者明白IGBT将是新业绩增长点

2019-03-16     牛牛财经   来源:
文章摘要:3月15日,赛晶电力电子(00580)在香港举行2018年全年业绩发布会。会上,公司在介绍2018年业绩后,着重介绍了目前正在大力发展的IGBT项目。虽然公司2018年财务业绩出现一定下滑,但却未影响董事会主席项颉的心情,项颉表示对公司未来发展充满信心。对于IGBT项….

3月yue15日ri,赛saijingdianlidianzi(00580)在zaixianggangjuxing2018年nianquannianyejifabuhui

huishang,公gongsizaijieshao2018年nianyejihou,着zhuozhongjieshaoliaomuqianzhengzaidalifazhandeIGBT项xiangmu。虽suirangongsi2018年niancaiwuyejichuxianyidingxiahua,但danqueweiyingxiangdongshihuizhuxixiangjiedexinqing,项xiangjiebiaoshiduigongsiweilaifazhanchongmanxinxin

duiyuIGBT项xiangmu,公gongsidongshihuizhuxixiangjiebiaoshi,赛saijingIGBT业yewuweilaicaiwumubiaoshizai2020年nianshixiannianxiaoshoushouruchaoguo500万wan美元;2021年nianshixiannianxiaoshou3000万wanmeiyuandadaoyingkuipingheng;2023年niannianxiaoshoushouruchao2亿yimeiyuan,成chengweishijiezhuliugongyingshangzhiyi

ciwaixiangjiehuanbiaoshi,公gongsizai2018年nianxinzengde“青qinghai-河henan”及ji“陕shanbei-武wuhan”两lianggexiangmuzaidisijiduqidong,预yuji2019年niankaishiluxuqiandingdingdanbingjiaofu。这zheyedaozhigongsihuiguqineigailingyuxiaoshoushourujianshaodezhuyaoyuanyin

zhitongcaijingAPP获huoxi,赛saijingdianlidianziquannianshouruzengjia11.7%至zhiyuerenminbi12.9亿yiyuan;毛maolijianshaoyue6.0%至zhiyuerenminbi4.35亿yiyuan;毛maolilvyouyue40.1%减jianshaozhiyue33.7%;公gongsiyongyourenyingzhanyiliweiyuerenminbi1.8亿yiyuan,同tongbixiajiang5.9%。

yixiashizhitongcaijingAPP整zhenglidesaijingdianlidianziyejifabuhuiwendashilu

wen:瑞ruishibandegongsishifouyouzijinxuqiu?

da:瑞ruishibanduizijindesuoyouxuqiujituanduyijingzhunbeihaoliao,去qunianwomenjieshouliaoguojiafengxianjijinde3个ge亿yi,用yongyuIGBT和heqitaxinjishudeyanfa。其qizhong,芯xinpiandeyanfaxuyao3年nian,芯xinpianmokuaideyanfaxuyao2000万wanruishifalang,封fengzhuangchangdagaiyexuyao2000万wanruishifalang。整zhenggexiangmuweilai3-5年niandezijinxuqiudagaizai6000万wanruishifalang,目muqiangongsidezijinnenggoufugai

wen:公gongsiduiweilai3-5年nianguoneiwaidexiaoshouyoushimezhanwang?

da:公gongsiIGBT和hexinyanfadechanpinhuitongshizaiguoneiwaixiaoshou,去qunianwomenyijingzaideguokailiaojingxiaoshangdahuibingjianliliaoquanqiufenxiaowangluo。未weilaixiwangnengyou30%的dexiaoshoushourulaiziguojishichang,70%来laiziguoneishichang

wen:输shupeidianmaolilvyousuoxiajiang,这zheyiqushizaiweilaihuanhuichixuma?

da:我womenyujijinnianmaolilvhuiyoudafushangsheng,去qunianmaolilvxiajiangshiyinweitegaoyadexiaoshoumeiyouzengjia,但danjinniantegaoyajianshedegaochaohuichuxian,所suoyijinniandemaolilvhuishangsheng

wen:汽qichelingyushang,目muqiangongsizaidianzidianlufangmianyoumeiyouhezuodezhengchechang?

da:目muqiangongsidecengdiemupaiyewuheguoneihenduozhengchechangdukaishiliaohezuo,比birubiyadixinnengyuanqichexilie,此ciwai,我womenyegeiyitigonghuoshanggongyingchanpin,并bingtongguotamenjinrudaozhengchechanghuanjie,可keyishuowomenshimuqianguoneizuidadegongyingshang

lingwai,IGBT已yijingkaishizaixinnengyuancheshangzuoceshi,产chanpintuichuhouhuibayangpingeiguoneiwaizuodiandongcheqiyezuoyanzheng。不buguo,该gaiyewudezhengtizhanshourubilihuanshibijiaoxiao,但danyidanIGBT产chanpinchulaiyihoujiuhuichengweigongsizhongyaodezengchangfangxiang。目muqianquanqiugonghuoduhenjinzhang,现xianzaidinghuoyaodaohouniancainengnadao,全quanshijieIGBT产channengzhinenggongyingjibaiwanliangxinnengyuanqiche

wen:公gongsizaichongdianshebeifangmianyounaxiehezuofang?

da:目muqianwomenyijinghedeguohendayijiagongsiqianliaoxieyi,共gongtonghezuoshengchanzuizhongdechanpin,但danyouyuyoubaomiyaoqiusuoyizanshibunengtoulu。国guoneimuqianhuanmeiyouhezuoshang,因yinweiouzhouxinnengyuanxingyebijiaolingxian,所suoyiwomendexinjishuyibanhuizaiouzhouxiantuichu

wen:IGBT与yujingzhengduishouxiangbiyoushimeyoushi?竞jingzhengduishoukuochandeqingkuangruhe?

da:我womendeyoushilaiziyu:1.以yiqianxingyedeshengchanchangjiabuduo,真zhenzhengzhangwohexinjishudeyebuduo,我womendetuanduizaiyeneikeyishuoshichaohaohuade;2.我womenciqianshengengbandaotixingye,所suoyifeichangliaojiekehudexuqiu,能nenggoukuaisufanyingkehudeyaoqiu

bandaotixingyedekuochanshihenmande,没meiyoujinianshibukenengwanchengde。在zai20年nianyiqian,电dianlidianzihegonglvbandaotideshichangfeichangxiao,一yibandushigegongsizichanzixiao,但danxianzaixinxingjishudechuxianyijingrangshichangqingkuangfashengliaobianhua,像xiang西ximenzidebandaotibumenyijingdulichulailiao。未weilaiwomenhuikaolvhewomendefenzhuangchangyiqizuozijizuobackside。

wen:公gongsijinqidingdandejiaofuqingkuangruhe?公gongsiduanqiqudongyejizengchangdeyinsushishime?长changyuanlaikan,IGBT占zhanshourudebizhonghuidadaoduoshao?IGBT的dexinpianzhuyaocaiyongdaigongmoshi,公gongsizhuyaohezuodeshishimeleixingdechangshang,在zaiquanqiuxinpianjinquedeqingkuangxia,公gongsiruhebaozhengcaigouliang?

da:公gongsiduanqideyingshouhuanshihuilaiziyuzhiliushudianshichang,目muqiangaishichangyouyinglailiaojianzaogaofeng,未weilai3-5年niantegaoyaduhuiweichihengaodejiaofuliang,柔rouxingzhiliuyejinruliaoyilungaochao。去qunianwomenzailianggexiangmuzhonggehuodeliao7个ge亿yidingdan,已yijingjiaofuliao4亿yidingdan,剩shengxiahuizaijinnianhemingnianjiaofu

guanyudaigongchang,我womenzaiguoneiwaidegongchangdujinxingliaokaochahegoutong,芯xinpianfangmiandehezuoshimeiyourenhewentide,模mokuaifangmian,由youyuguoneizuofengzhuangdeqiyehenduo,所suoyiyebuyongdanxin


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