Zhitong Financial APP learned that on January 17, the Taiyong long March (002927.SZ) said in a survey.The growth rate of the sales revenue of the company's charging pile is relatively fast, and the gross profit is in the upper-middle level of the industry, accounting for 20% of the business income of power appliances.. The company also provides simple or complex installation services for customers who buy charging piles, covering cables from power distribution rooms to equipment. In addition, the company's dual-power automatic changeover switch is transforming to the intelligent direction, covering communications, detection and other functions, which accounts for about 20% of the company's overall revenue. 30%.
The company's operating income is mainly in the field of construction, accounting for about 30-40%. However, in the past two years, great changes have taken place in the customer structure downstream of the industry, with the proportion of the construction sector falling; the power grid is about 40%; and industrial and other sectors account for about 20%. According to industry statistics, the income growth rate of medium and low voltage distribution products industry is 5%, 10%.The company will strengthen its development efforts in new energy, 5G communications, smart grid and other fields.
In the new energy charging business, the proportion of sales revenue of the company's charging pile is not large, but the growth rate is relatively fast, and the gross profit margin of the company's charging pile equipment manufacturing is at the upper-middle level of the industry. In the sales revenue in the periodic report, it is temporarily classified as power appliances, accounting for 20% of the business income of power appliances. 30%. The average monthly shipments account for a certain proportion of the national average monthly shipments, mainly AC piles. In terms of amount, the amount of DC piles accounts for about 20% and 30% of the total sales of charging piles in the company.
The standard cycle of charging piles produced and delivered by the company isThe AC pile shall not exceed 5 working days and the DC pile shall not exceed 14 working days.. The company mainly focuses on equipment sales, and the payback is relatively fast and controllable. For projects involving complex installation services, the delivery cycle is relatively long, from order establishment, shipment, arrival acceptance, construction, installation to acceptance, etc., about 2-3 months.
The company also said that the current charging pile business is a project sales model.Mainly selling charging pile equipment, plus providing simple and complex installation services.The installation service covers the cable from the distribution room to the equipment The company's main project reserves come from customers with continuous cooperation, real estate group projects that have been selected and so on.
With regard to the performance of Chongqing Yuantong acquired by the company, Taiyong long March said that according to the 2022 annual report, Chongqing Yuantong's operating income is about 500 million, with transformers and complete sets of equipment accounting for 50% each. Transformer is 35kV grade, mainly suitable for distribution network, mostly sold to power grid customers. The company continues to promote the coordinated development of the business. At present, Chongqing Yuantong has set up a market development team on the industry line to actively promote user projects covering new energy and distribution networks.