CS513K02  CS513K02
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廈門岳航計算機工程有限公司
：張美鳳 

：
備注張美鳳收
：
地址；廈門思明區湖濱東路湖光大廈8樓A單元
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下面是我公司的優勢產品(日常用的zui多的,還有不常用的未列出，但都有做的)歡迎您的咨詢！
新時達(SZ:002527)自選股價：18.44  0.04 0.22%行情走勢大單追蹤資金流向研報公司新聞公告個股股吧優股預測龍虎榜機器人(SZ:300024)自選股價：28.60  0.03 0.1%行情走勢大單追蹤資金流向研報公司新聞公告個股股吧優股預測龍虎榜
 
公司傳統業務增長穩定,機器人[-0.10% 資金 研報]業務開花結果,收購眾為興后將具備明顯的協同效應。考慮對眾為興的收購,預計公司2014-2016年EPS分別為0.66、0.87、1.15元,對應目前股價PE分別為27.5、20.9、16.0倍,*給予公司“強烈*”的投資評級。
 
投資要點
 
業績符合市場預期:公司公布2014年半年度報告。上半年共實現營業收入5.01億元,同比增長23.43%;歸屬上市公司股東凈利潤0.79億元,同比增長25.97%,扣非后歸屬于上市公司股東凈利潤為0.69億元,同比增長31.42%。基本每股收益0.22元,同比增長26.05%。公司業績符合市場預期。公司還預計前三季度歸屬上市公司股東凈利潤增速為20%-35%。
 
機器人及運動控制類業務開始貢獻收入:公司重點培育的機器人及運動控制類產品終于開花結果,上半年實現營業收入994.24萬元,毛利率38.89%,下游客戶包括廣日股份[-0.55% 資金 研報]、開能環保[1.96% 資金 研報]等眾多企業。我們預計隨著公司市場推廣力度的加大和機器人新產品的推出,下半年機器人業務有望繼續高速增長,我們樂觀預計全年機器人業務收入有望達3000萬元以上,同時伴隨著規模效應毛利率也會有所提升。
 
主營平穩增長,海外市場與電梯配套是亮點:在下游房地產行業開發投資增速逐月下滑的情況下,上半年公司電梯控制類產品以及節能與工業傳動類產品分別實現了15.32%和19.71%的銷售收入增長。公司加強了海外市場開拓以及電梯配套產品市場的深度挖掘,這兩項業務分別同比增長52.24%與38.46%。
 
高研發投入提升核心競爭力:報告期內,公司累計投入研發費用3942萬元,占營業收入比例達到7.86%,研發項目以機器人和運動控制為主。作為從電梯變頻器領域起家的廠商,新時達[0.22% 資金 研報]相比于國內其他機器人廠商在控制和驅動技術方面具有一定優勢,持續的研發投入將會鞏固公司在技術上的優勢,增強公司的核心競爭力。
 
收購眾為興優勢互補:公司收購的深圳眾為興以輕載機器人為主,公司本體主要做重載機器人,雙方在產品線上形成互補。公司在電梯控制系統領域沉浸多年,積累了大量的供應商與客戶資源,而眾為興在運動控制系統領域積累了上千家3c行業客戶,收購后雙方將共享市場資源。我們認為雙方經過整合后將會具備比較明顯的協同效應。
 
風險提示:研發失敗風險;新產品推廣進度低于預期風險。

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...