[摘要]
■事件:四方股(gu)份(fen)公(gong)(gong)(gong)布2016年年報,公(gong)(gong)(gong)司(si)在報告期內經營平(ping)穩,全年公(gong)(gong)(gong)司(si)實(shi)現營業收入31.39億元(yuan),同比減少5.04%;實(shi)現歸屬上市公(gong)(gong)(gong)司(si)股(gu)東凈利(li)潤2.96億元(yuan),同比減少14.00%;實(shi)現EPS0.36元(yuan)。公(gong)(gong)(gong)司(si)計(ji)劃每(mei)10股(gu)派發現金紅利(li)1.78元(yuan)(含稅)。
■電(dian)(dian)力系統自(zi)動(dong)化(hua)(hua)(hua)有(you)望實現(xian)觸底回(hui)升:公(gong)(gong)(gong)司(si)主要的(de)(de)傳統業(ye)務(wu)包括繼電(dian)(dian)保護自(zi)動(dong)化(hua)(hua)(hua)和配網(wang)(wang)自(zi)動(dong)化(hua)(hua)(hua),2016年(nian)二者的(de)(de)營收(shou)占比(bi)為(wei)(wei)72.77%,營業(ye)收(shou)入(ru)同比(bi)下降7.88%。2016年(nian),公(gong)(gong)(gong)司(si)在配網(wang)(wang)業(ye)務(wu)領域快(kuai)速發展(zhan)。已(yi)有(you)的(de)(de)配網(wang)(wang)自(zi)動(dong)化(hua)(hua)(hua)類(lei)產品的(de)(de)合同總(zong)額為(wei)(wei)18,927萬元(yuan),同比(bi)變(bian)化(hua)(hua)(hua)為(wei)(wei)189.07%,配網(wang)(wang)開關(guan)一(yi)次(ci)(ci)設備(bei)(bei)類(lei)產品在貴(gui)州,江蘇,安(an)徽,四(si)川(chuan)等地區持續突破(po),合同總(zong)額同比(bi)變(bian)化(hua)(hua)(hua)為(wei)(wei)310.76%。國(guo)家電(dian)(dian)網(wang)(wang)公(gong)(gong)(gong)司(si)二次(ci)(ci)保護監控類(lei)設備(bei)(bei)集招中(zhong)標(biao)總(zong)額39.17億(yi)(yi)元(yuan),公(gong)(gong)(gong)司(si)中(zhong)標(biao)5.855億(yi)(yi)元(yuan),位居第二名,中(zhong)標(biao)占比(bi)同比(bi)增(zeng)加(jia)16.25%。2017年(nian),國(guo)家電(dian)(dian)網(wang)(wang)公(gong)(gong)(gong)司(si)計劃投資(zi)4,657億(yi)(yi)元(yuan)用于電(dian)(dian)網(wang)(wang)建設,隨著電(dian)(dian)網(wang)(wang)整體投資(zi)的(de)(de)增(zeng)加(jia)勢必會促進二次(ci)(ci)設備(bei)(bei)的(de)(de)發展(zhan),在國(guo)家十(shi)三五規劃加(jia)大配網(wang)(wang)領域投資(zi)和新(xin)電(dian)(dian)改的(de)(de)大背景下,公(gong)(gong)(gong)司(si)在電(dian)(dian)網(wang)(wang)業(ye)務(wu)方面(mian)的(de)(de)業(ye)績有(you)望實現(xian)回(hui)升。
■電(dian)(dian)廠(chang)自動化優(you)(you)勢(shi)(shi)明(ming)顯,銷售業(ye)績增長較快:2015年(nian)新建煤電(dian)(dian)項(xiang)目在減政放權和煤炭價格低迷的(de)背景下,裝機出(chu)現嚴(yan)重過剩。國(guo)家能源局“十三五”電(dian)(dian)力規(gui)劃明(ming)確了至2020年(nian)煤電(dian)(dian)裝機控制在11億(yi)千(qian)瓦,火電(dian)(dian)市場整體呈(cheng)政策性萎縮(suo)態勢(shi)(shi),而公司憑(ping)借(jie)扎實(shi)的(de)業(ye)務基(ji)礎(chu)和優(you)(you)秀的(de)品(pin)牌及技(ji)術優(you)(you)勢(shi)(shi),2016年(nian)電(dian)(dian)廠(chang)自動化系統營業(ye)收入(ru)3.32億(yi)元,同比(bi)增加19.63%。
■新(xin)(xin)(xin)能(neng)源(yuan)成為業績新(xin)(xin)(xin)的(de)(de)增(zeng)(zeng)(zeng)長(chang)點:根(gen)據(ju)(ju)國家(jia)能(neng)源(yuan)局數據(ju)(ju),2016年我國光伏(fu)發電(dian)新(xin)(xin)(xin)增(zeng)(zeng)(zeng)裝機(ji)容(rong)量(liang)3,454萬千瓦,風力發電(dian)新(xin)(xin)(xin)增(zeng)(zeng)(zeng)裝機(ji)容(rong)量(liang)1,930萬千瓦,市場強勁增(zeng)(zeng)(zeng)長(chang)。特別(bie)是在(zai)(zai)光伏(fu)“630”政策(ce)的(de)(de)影響下,公司光伏(fu)業績也完成了(le)(le)(le)大幅度(du)的(de)(de)增(zeng)(zeng)(zeng)長(chang)。近幾年,公司積極布(bu)局新(xin)(xin)(xin)能(neng)源(yuan)領(ling)域(yu),在(zai)(zai)新(xin)(xin)(xin)能(neng)源(yuan)并(bing)網控制、新(xin)(xin)(xin)能(neng)源(yuan)集成變(bian)電(dian)站(zhan)、分布(bu)式能(neng)源(yuan)微(wei)網控制解(jie)決方案中(zhong)有(you)突出(chu)的(de)(de)技術優勢,處于(yu)國內先進的(de)(de)行列。報告期內,公司在(zai)(zai)風電(dian)場次同(tong)步(bu)領(ling)域(yu)取得了(le)(le)(le)多項業績,實(shi)現(xian)了(le)(le)(le)風電(dian)次同(tong)步(bu)解(jie)決方案在(zai)(zai)新(xin)(xin)(xin)疆、蒙東、吉林、寧夏地(di)區落地(di)使用,繼(ji)續保持了(le)(le)(le)在(zai)(zai)次同(tong)步(bu)監測、抑制、保護領(ling)域(yu)領(ling)先地(di)位。
中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)(wang)聲明(ming)(ming):凡本(ben)網(wang)(wang)(wang)注明(ming)(ming)“來源:中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)(wang)”的(de)(de)(de)所有(you)作品,版(ban)權(quan)均(jun)屬(shu)于(yu)(yu)中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)(wang)。中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)(wang)與作品作者(zhe)(zhe)聯合(he)聲明(ming)(ming),任何組織未經中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)(wang)以及作者(zhe)(zhe)書面授權(quan)不(bu)得轉(zhuan)載、摘(zhai)編或利(li)用(yong)其它方式使用(yong)上述作品。凡本(ben)網(wang)(wang)(wang)注明(ming)(ming)來源非中(zhong)(zhong)(zhong)國(guo)證(zheng)(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)網(wang)(wang)(wang)的(de)(de)(de)作品,均(jun)轉(zhuan)載自其它媒(mei)體,轉(zhuan)載目的(de)(de)(de)在于(yu)(yu)更好服務(wu)讀(du)者(zhe)(zhe)、傳遞信息(xi)之需,并不(bu)代表本(ben)網(wang)(wang)(wang)贊同其觀點,本(ben)網(wang)(wang)(wang)亦不(bu)對(dui)其真實性負(fu)責(ze),持異議者(zhe)(zhe)應與原(yuan)出處(chu)單(dan)位主(zhu)張權(quan)利(li)。
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