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Data:2009-12-12 2:34
Source: Wan Sha Northern Wansheng
1. The company's introduction of flue gas desulphurization technology mainly LLB from the German company's dry, wet desulfurization technology, the technology level in the domestic leading position. Company's existing electrostatic precipitator uncompleted contracts exceeded 1.2 billion, desulphurization contract more than 800 million yuan, it is estimated the next 2 to 3 years, the company precipitator operating income of 10 billion yuan or more will remain level, while the desulfurization operations would also be doubled and redoubled . The potential demand for flue gas desulfurization smoothly converted to the actual needs, the dragon net environmental protection will also be beneficiaries of the field of flue gas desulphurization.
2. Strength of major shareholders: the first major shareholders are investment companies east Fujian Province, mainly engaged in energy, raw materials, high-tech projects, investment in the background could also become a bright spot in the secondary market.
3. Shares of financial concepts: Industrial Bank of equity invested 9.186 million yuan (accounting for 0.085%)
4. Is expected to maintain the company's 2006 earnings per share will reach 0.54 yuan's performance prediction. Electrostatic precipitator and desulfurization facilities are machinery industry-specific equipment manufacturing industry, taking into account the company's excellent growth, as well as special equipment manufacturing industry about 20 times the PE, there are still large room to rise.
5. Unit 2 Market Ready has been a long time, transportation was extremely smooth, once pulled, space should be very large, we recommend investors to focus on.
Historical Information: G Dragon net (600,388): New Deal to support the environmental leader to accelerate up July 22, 2006
Source: Wei-depth Securities Author: Zhao Sheng-owned
In the "Eleventh Five-Year" period, China will be about 300 million kilowatts coal-fired unit will need to install flue gas desulphurization facilities in order to ensure the completion of the national sulfur dioxide emissions than the "15" at the end be reduced by 10% of the binding targets. To promote environmentally friendly electric power, the state introduced a desulfurization plant electricity price per kilowatt-hour increased 5 per cent is such a sub-support policy. In a recent tariff adjustment, this measure has been implemented. According to the analysis of information, we think it will have a flue gas desulphurization technology companies opportunities, 600388G Long is one of the net benefit from the stocks, in a recent broad market adjustments, stock bucked the market, the market outlook still have the explosive force, we recommend investors to concern.
The New Deal brought about opportunities for the State Environmental Protection Industry
In the recently held "the first FGD industrial development conference", the State Development and Reform Commission Environment and Resources Comprehensive Utilization Department inspector Di Qing, said sulfur dioxide emissions from electric power industry is a major sector than the national sulfur dioxide 50% of total emissions, in addition to shutting down small thermal power units, flue gas desulfurization in reducing the role of the task will account for 90%. To this end, the state will push for power plant desulfurization industrialization, in the future will further increase the environmental protection technology and equipment investment in independent innovation and policy support for the intensity. To this end, the power to promote environmental protection, the state introduced a desulfurization plant electricity price per kilowatt-hour increased by 1 min 5 PCT and other support policies; the same time, the state requires the installation of flue gas desulphurization facilities in the priority access unit, the annual power generation time can be higher than what it installation of flue gas desulphurization facilities, units and so on. G Long Net is based on electrostatic precipitator and the desulfurization business mainly mechanical and electrical equipment industry, in the context of this policy, the company faces major opportunities for future business development, usher in a new period of development.
Technology leadership, orders continue to
The company's introduction of flue gas desulphurization technology mainly LLB from the German company's dry, wet desulfurization technology, the technology level in the domestic leading position. Products have been welcomed by domestic-related firms, the company received large orders are continuously and successively with the Xiangtan Power Generation Co., Ltd and Xuzhou Power Company Limited, signed on the provision of flue gas desulphurization equipment, contracts, amounting to nearly 300 million, the company and subsidiaries Shanghai Dragon Net Environmental Protection Technology Co., Ltd. (99.06% owned Long Net Environment) and the Thermal Power Corporation, Zhuzhou, Hunan Huayin desulfurization project department signed a contract for provision of flue gas desulphurization equipment, the dragon will provide a net environmental 2 × 150MW Thermal Power Corporation unit to provide a flue gas desulfurization equipment, the contract total 4500 million, steady stream of orders for the company's future growth to ensure high performance. Company's existing electrostatic precipitator uncompleted contracts exceeded 1.2 billion, desulphurization contract more than 800 million yuan, it is estimated the next 2-3 years, the company's revenue will be maintained dust collector 10 billion yuan or more levels, while businesses will also be doubled and redoubled desulfurization . In addition, the use of desulfurization increases in costs (about 0.01 ~ 0.03 yuan / kW / h) were allowed included electricity, coal-fired power plant will thus have the ability and motivation to install the use of flue gas desulphurization equipment. The potential demand for flue gas desulfurization to the actual needs will be a smooth transformation, G Long net will be the first to the field of flue gas desulphurization and the biggest beneficiaries.
New real estate investment profits
G-long net in addition to external environmental leader, is to enter the Shanghai real estate. The next three years to bring 120 million yuan for the company's real estate income. Company currently holds a total of Shanghai Yali Meng Properties Limited 100% stake. Statistics show that Asian-meng home is located in Songjiang, Shanghai now has a right to block the development of commercial space picked. The total area of 208,058 square meters land, land use planning for residential use. Project proposed stand-alone villas, as well as for public buildings in clubs, on the ground with a total construction area of 81,622 square meters, which can be sold for residential floor area of 77,319 square meters, clubs, public buildings and ancillary ground floor area of 4303 square meters. Since the development of sub-Meng home villa property, all underwritten by Jing-yan home, Long Du Dong, said the net environmental protection, according to the underwriting agreement is estimated that over the next three years, the development of sub-Moe home villa property for a net-long green belt to about 1.2 billion net profit, the real estate business in the next three years will become an important source of profit.
In the future, the state will further increase the environmental protection technology and equipment of the input of independent innovation and policy support, this has brought about the future of the net G-long development opportunities, at this point we have in the secondary market from the stock's performance to be sure, while the company has set a small brokerages are holding, the support of the New Deal, the future stock price is expected to continue upward to expand space, suggest that investors focus on.
