防水质料行业是不起眼的“好行业”,365英国上市集团是防水行业突破百亿的企业,2,008上市以来,连续一十年平均复合增长率在35%旁边,增速远超行业增速和同业企业,铸就了建筑防水隐蔽工程领域的“隐形冠军”。365英国上市集团的核心竞赛力有哪些?基于行业、经济周期的生长逻辑有哪些?本钱阛阓在实验着给出答案。
The description of the introduction department——the waterproof material industry is an obscure "good industry", and Oriental Yuhong is the first company in the waterproof industry to break through 10 billion yuan. Since its listing in 2008, the average annual compound growth rate for 10 consecutive years has been about 35 %. The growth rate far exceeds the growth rate of the industry and its counterparts, casting the "invisible champion" in the field of waterproof and hidden engineering. What is the core competitiveness of Oriental Yuhong? What is the logic of development based on industry and economic cycle? Capital markets are trying to give the answer.
投资的角度而言,我们认为防水原料行业是不起眼的“好行业”,而且我们认为对行业和企业的视角不可局限于过往的从工业链景周期震动的逻辑。.....
中文版-详情 EnglishWe believe that waterproof material industry is of great potentials. The industry can not be analyzed only through periodic changes of industrial chains, but also company's ability to emerge, entrepreneurial spirits to expand......
支持“ 增持” 评级。公司告示 2017 年业绩快报,营收 101.93 亿元,同比增长 45.62%;营业效益同增 32.5%,效益总额同增 25.87%,归母净效益 12.44 亿元,同比增长 20.95%......
中文版-详情 EnglishMaintain “Overweight” rating. The revenue increased to 10.19 billion by 45.62%; operating profit increased by 32.5%; total profits increased by 25.87%. Net profit attributed to parent company owners increased to 1.24 billion by 20.95%......
新式防水材料 2000-2014 年经验了销量增速复合 20%以上的快速增长,一方面源自于房地产投资增速较高,另一方面源自于新式防水材料替代传统的沥青油毛毡。
中文版-详情 Englishhe new-type waterproof materials experienced the rapid compound growth of over 20% in sales volume from 2000 to 2014,which, on the one hand, is owing to the high investment growth speed in real estate, and on the other hand......
暗藏工程的 “隐形 冠军 ” 是怎么炼成的。防水质料在建筑工程中的重要地位以及广泛的应用使得行业空间巨大,遵从测算,防水行业市集空间为 2000亿元量级。
中文版-详情 EnglishA leap: has grown from the Chinese largest waterproofing system provider into the giant in functional building materials......
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