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丽岛新材(603937)新股询价报告

Report on inquiry for new shares of Lidao New Materials (603937)

華鑫證券 ·  Oct 13, 2017 00:00  · Researches

The company is engaged in the deep processing business of functional color coated aluminum. According to its application field, the company's products are mainly divided into architectural functional aluminum, food packaging functional aluminum and industrial functional aluminum. The company's main customers are well-known enterprises in various fields, among which in the construction field, the company's customers include world-renowned building materials companies such as Huo Gao Wen Architecture, Hunter Douglas Architecture, domestic well-known building decoration materials Zhongsheng Building Materials, Guangzhou Jinba, etc. In the food field, the company's products have been adopted by many famous enterprises, such as COFCO Group, Wang Laoji, Wangwang, Coconut Group and so on. In the industrial field, the company directly supplies products to China International Marine Containers, the largest container enterprise in China.

(1) the company is committed to technical research and innovation in the field of functional color coated aluminum. As an early domestic enterprise engaged in the production of color coated aluminum, after years of development, the company has a number of provincial high-tech products, an invention patent and a number of utility model patents, a number of software copyright. The company has accumulated a wealth of color coating aluminum production technology, the key technologies mainly include production line adaptive transformation technology, automatic color roll coating aluminum production line process improvement technology, coating performance improvement technology.

(2) as a professional manufacturer engaged in the production of color-coated aluminum for many years, the company has accumulated rich industry experience in producing products that meet the customized and diversified needs of customers, and has a strong competitive advantage: on the one hand, the company has carried out fine research and operation in the technical control of production process, selection and collocation of paint formula, etc., and the company has accumulated thousands of paint formulations. It can meet customers' requirements for weather resistance, impact resistance, solvent resistance, high temperature sterilization and other properties of color coated aluminum products in different environments. at the same time, in color matching, it provides customers with various colors, including imitation wood grain, imitation stone grain and so on. realize the unity of functionality and aesthetics of color-coated aluminum products On the other hand, the company is rich in customer resources, although the customer demand for a single order is small, but it has a better scale advantage, which can effectively reduce the raw material consumption cost per unit product and improve the utilization rate of raw materials.

(3) over the years, through business cooperation with major aluminum suppliers and logistics and transportation companies throughout the country, the company relies on the developed manufacturing and transportation systems in the Yangtze River Delta and Pearl River Delta regions. products can be timely supplied to the Yangtze River Delta, Pearl River Delta, Central China and other economically developed areas with the largest sales volume of color-coated aluminum in China. As the current domestic color-coated aluminum industry mainly implements the mode that color-coated aluminum enterprises bear product transportation costs, the company's production layout greatly reduces product transportation costs and ensures the competitiveness of the company's costs.

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