昨(zuo)日晚間，新(xin)興鑄管股(gu)份有(you)限公(gong)(gong)(gong)(gong)司(si)(si)（股(gu)票代碼：000778，以(yi)下簡稱“新(xin)興鑄管”或“公(gong)(gong)(gong)(gong)司(si)(si)”）發布公(gong)(gong)(gong)(gong)告稱，公(gong)(gong)(gong)(gong)司(si)(si)收到河北(bei)水(shui)(shui)(shui)務集團發送的(de)《邯(han)鄲(dan)市、邢臺市、石家莊市、保定(ding)市南水(shui)(shui)(shui)北(bei)調(diao)配套工程(cheng)水(shui)(shui)(shui)廠以(yi)上輸(shu)水(shui)(shui)(shui)管道工程(cheng)DIP管道制(zhi)(zhi)造采(cai)購中(zhong)標通知書》，公(gong)(gong)(gong)(gong)司(si)(si)遞交的(de)邯(han)鄲(dan)市、邢臺市、石家莊市、保定(ding)市南水(shui)(shui)(shui)北(bei)調(diao)配套工程(cheng)水(shui)(shui)(shui)廠以(yi)上輸(shu)水(shui)(shui)(shui)管道工程(cheng)DIP管道制(zhi)(zhi)造采(cai)購的(de)投標文件已(yi)被(bei)接受，被(bei)確認為中(zhong)標人(ren)，中(zhong)標價達13.65億(yi)。

　　該合(he)同金額占公(gong)(gong)(gong)司2012年(nian)度鑄(zhu)管(guan)(guan)產(chan)品銷售(shou)收入的16%，該工程(cheng)總長度約為(wei)735公(gong)(gong)(gong)里(li)，將從2013年(nian)10月起根(gen)據工程(cheng)建設進度計劃供貨(huo)2014年(nian)汛(xun)期(qi)前(qian)完成。此次(ci)斬(zhan)獲(huo)南水北調大訂單，彰顯新興鑄(zhu)管(guan)(guan)作為(wei)供水管(guan)(guan)網行(xing)業領頭羊的品牌優勢，對公(gong)(gong)(gong)司今明(ming)兩年(nian)業績(ji)構成了強有力支撐，全年(nian)業績(ji)扭轉(zhuan)增速下(xia)滑局面(mian)將成為(wei)大概(gai)率事件。

　　業內分(fen)析人士稱，新(xin)興鑄管(guan)(guan)品(pin)牌、產(chan)(chan)(chan)(chan)品(pin)、質量等各方面優勢明顯，將(jiang)充分(fen)受(shou)益于(yu)南水北調配套工程(cheng)中(zhong)管(guan)(guan)材需求的(de)(de)爆發。新(xin)興鑄管(guan)(guan)半年報(bao)披(pi)露(lu)的(de)(de)鑄管(guan)(guan)產(chan)(chan)(chan)(chan)品(pin)毛利(li)率約為(wei)23%，這次(ci)訂(ding)單金額超過13億多(duo)元，據此估(gu)算，其毛利(li)將(jiang)超過3億元。如(ru)果后(hou)繼訂(ding)單再有(you)突破(po)，預計2014年管(guan)(guan)材產(chan)(chan)(chan)(chan)品(pin)業績將(jiang)大幅增長。考慮到明年用于(yu)油氣的(de)(de)特種鋼管(guan)(guan)產(chan)(chan)(chan)(chan)品(pin)盈利(li)水平也(ye)將(jiang)顯著(zhu)提高，管(guan)(guan)材產(chan)(chan)(chan)(chan)品(pin)的(de)(de)利(li)潤有(you)望代替鋼鐵(tie)產(chan)(chan)(chan)(chan)品(pin)，成為(wei)新(xin)興鑄管(guan)(guan)第一大利(li)潤來源。

　　2014年(nian)(nian)南(nan)水北(bei)調(diao)配套工程將(jiang)進(jin)入集中招投標階段(duan)，對新(xin)(xin)興鑄管(guan)(guan)(guan)未來(lai)幾年(nian)(nian)公司業績的提高(gao)有著(zhu)重(zhong)(zhong)大影響。據公司介紹，新(xin)(xin)興鑄管(guan)(guan)(guan)2014年(nian)(nian)球墨(mo)鑄鐵管(guan)(guan)(guan)產(chan)量計劃達到約200萬(wan)噸，并通(tong)過新(xin)(xin)建(jian)、并購、合作、BT（BOT）等(deng)多(duo)種形式加快城(cheng)市(shi)地下管(guan)(guan)(guan)網(wang)建(jian)設(she)及管(guan)(guan)(guan)網(wang)運營市(shi)場(chang)布局，充分分享新(xin)(xin)型城(cheng)鎮化帶來(lai)的廣闊市(shi)場(chang)空間(jian)。興業證(zheng)券最近發布的研(yan)究報告稱，新(xin)(xin)興鑄管(guan)(guan)(guan)具(ju)有積極的求變心態和較強的執(zhi)行能力。如果2014年(nian)(nian)新(xin)(xin)興鑄管(guan)(guan)(guan)能夠以低毛利率(lv)(lv)的鋼(gang)鐵為(wei)主的利潤結(jie)構(gou)調(diao)整為(wei)以高(gao)毛利的管(guan)(guan)(guan)材(cai)為(wei)主，同時考慮到其今年(nian)(nian)可能會在能源(yuan)、現(xian)代農業等(deng)市(shi)場(chang)關注度(du)極高(gao)的新(xin)(xin)興產(chan)業領域體(ti)現(xian)不菲收益，新(xin)(xin)興鑄管(guan)(guan)(guan)將(jiang)在藍籌(chou)股中率(lv)(lv)先實現(xian)價(jia)(jia)值重(zhong)(zhong)估(gu)，其股價(jia)(jia)上漲空間(jian)難以估(gu)量。