工程機械龍頭公(gong)司(si)三(san)一(yi)重工、中聯中科(ke)31日公(gong)布(bu)三(san)季報，前三(san)季度(du)兩(liang)公(gong)司(si)凈利潤下降幅(fu)度(du)均(jun)超過四(si)成。在行業整體過剩、需(xu)求(qiu)不(bu)旺(wang)的大背景下，機械行業延續低迷的態勢，僅(jin)有環保(bao)裝(zhuang)備、電(dian)梯等(deng)細分(fen)領域成為亮點(dian)。
工程機械(xie)整(zheng)體低迷(mi)
今年(nian)(nian)三季度，機械設備板(ban)塊整(zheng)體繼續(xu)延(yan)續(xu)上(shang)半年(nian)(nian)的(de)低迷態(tai)勢，尤(you)其是工程機械領域(yu)，龍頭企業(ye)業(ye)績同比依然(ran)在下滑。
三(san)季(ji)報顯(xian)示，三(san)一重工(gong)前(qian)三(san)季(ji)度實(shi)現(xian)(xian)營業(ye)(ye)收入(ru)299.02億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)26.5%；實(shi)現(xian)(xian)歸(gui)屬(shu)于(yu)(yu)(yu)上市(shi)公司(si)(si)股(gu)東的(de)凈利(li)(li)潤29.77億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)49.3%。中聯(lian)重科前(qian)三(san)季(ji)度實(shi)現(xian)(xian)營業(ye)(ye)收入(ru)288.97億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)26.11%；實(shi)現(xian)(xian)歸(gui)屬(shu)于(yu)(yu)(yu)上市(shi)公司(si)(si)股(gu)東的(de)凈利(li)(li)潤37.95億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)45.48%。徐工(gong)機(ji)械前(qian)三(san)季(ji)度實(shi)現(xian)(xian)營業(ye)(ye)收入(ru)186億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)25.01%；實(shi)現(xian)(xian)歸(gui)屬(shu)于(yu)(yu)(yu)上市(shi)公司(si)(si)股(gu)東的(de)凈利(li)(li)潤10.57億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)46.3%。柳(liu)工(gong)前(qian)三(san)季(ji)度實(shi)現(xian)(xian)營業(ye)(ye)收入(ru)92.74億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)6.88%；實(shi)現(xian)(xian)歸(gui)屬(shu)于(yu)(yu)(yu)上市(shi)公司(si)(si)股(gu)東的(de)凈利(li)(li)潤2.83億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)減(jian)(jian)(jian)少(shao)(shao)(shao)(shao)14.61%。山推股(gu)份前(qian)三(san)季(ji)度實(shi)現(xian)(xian)營業(ye)(ye)收入(ru)81.75億(yi)(yi)(yi)元(yuan)，同(tong)(tong)(tong)比(bi)(bi)增(zeng)加1.23%；歸(gui)屬(shu)于(yu)(yu)(yu)上市(shi)公司(si)(si)股(gu)東的(de)凈利(li)(li)潤虧(kui)損2590.33萬元(yuan)。
機(ji)床工具(ju)板塊也成為業績下滑的重災區。昆明機(ji)床、華東數控、華中數控、南通科技、南通鍛壓、日(ri)發精機(ji)、沈陽機(ji)床、法因數控等多家公司(si)前三(san)季度凈(jing)利潤(run)同(tong)比均(jun)出現下滑。
工信(xin)部賽迪研究院近日發(fa)布的報告指出，今年1-8月(yue)，機(ji)(ji)床、工程(cheng)(cheng)機(ji)(ji)械、重型機(ji)(ji)械、發(fa)電設備等領域(yu)產(chan)品大(da)幅下降，企(qi)業(ye)所(suo)承(cheng)受的困難(nan)大(da)于去年。根(gen)據國家統計局數據，今年1-8月(yue)，挖(wa)掘(jue)機(ji)(ji)產(chan)量(liang)(liang)同比減少12%，金切機(ji)(ji)床、金屬成型機(ji)(ji)床產(chan)量(liang)(liang)也(ye)出現(xian)下滑。由于全社會投(tou)資活動仍(reng)未(wei)進入活躍期，機(ji)(ji)械行業(ye)景氣度短期內尚難(nan)實現(xian)大(da)幅好轉，機(ji)(ji)床工具、工程(cheng)(cheng)機(ji)(ji)械、重型礦山等行業(ye)訂單仍(reng)處下滑態勢(shi)。
環保(bao)裝(zhuang)備業績(ji)可期
與工(gong)(gong)程機(ji)械、機(ji)床工(gong)(gong)具領域多家公司(si)業(ye)績下滑形成對(dui)比的是(shi)，樓宇(yu)設施、環(huan)(huan)保設備、儀(yi)器儀(yi)表等板塊公司(si)業(ye)績可圈可點，尤(you)其是(shi)環(huan)(huan)保設備公司(si)以(yi)及儀(yi)器儀(yi)表板塊中(zhong)的環(huan)(huan)保監控(kong)設備公司(si)。
三季報顯示，龍凈(jing)(jing)環保前三季度(du)(du)實(shi)(shi)現(xian)營業收(shou)入33.87億元，同比(bi)(bi)(bi)增(zeng)(zeng)長(chang)21.02%；實(shi)(shi)現(xian)歸(gui)屬(shu)于(yu)(yu)上(shang)市公(gong)司(si)股(gu)東的(de)(de)凈(jing)(jing)利潤(run)(run)3.36億元，同比(bi)(bi)(bi)增(zeng)(zeng)長(chang)86.25%。菲達(da)環保實(shi)(shi)現(xian)營業收(shou)入14.86億元，同比(bi)(bi)(bi)增(zeng)(zeng)長(chang)24.09%；實(shi)(shi)現(xian)歸(gui)屬(shu)于(yu)(yu)上(shang)市公(gong)司(si)股(gu)東的(de)(de)凈(jing)(jing)利潤(run)(run)2493.38萬(wan)元，同比(bi)(bi)(bi)增(zeng)(zeng)長(chang)106.71%。雪迪龍前三季度(du)(du)實(shi)(shi)現(xian)營業收(shou)入3.4億元，同比(bi)(bi)(bi)增(zeng)(zeng)長(chang)45.83%；實(shi)(shi)現(xian)歸(gui)屬(shu)于(yu)(yu)上(shang)市公(gong)司(si)股(gu)東的(de)(de)凈(jing)(jing)利潤(run)(run)7019.52萬(wan)元，同比(bi)(bi)(bi)增(zeng)(zeng)長(chang)27.96%。雪迪龍稱，1-9月公(gong)司(si)脫硫、脫硝銷售收(shou)入增(zeng)(zeng)長(chang)幅度(du)(du)較大，預(yu)計2013年全年凈(jing)(jing)利潤(run)(run)變動幅度(du)(du)為10%-40%。
先河(he)環保(bao)前三季度實(shi)(shi)(shi)現營業總收(shou)入1.64億元(yuan)(yuan)，同(tong)比增(zeng)長33.1%；實(shi)(shi)(shi)現歸(gui)屬于(yu)上市公司股(gu)東(dong)的(de)(de)凈利潤3636.73萬(wan)元(yuan)(yuan)，同(tong)比增(zeng)長15.93%。公司稱(cheng)，導致(zhi)營業收(shou)入增(zeng)長的(de)(de)主要原(yuan)因(yin)是(shi)受益于(yu)國(guo)家對(dui)環保(bao)的(de)(de)重視(shi)以及《環境空氣(qi)(qi)(qi)質量新標準(zhun)能(neng)力建設方案》的(de)(de)逐步落(luo)實(shi)(shi)(shi)，公司大(da)(da)(da)氣(qi)(qi)(qi)監(jian)測(ce)產(chan)品(pin)實(shi)(shi)(shi)現較大(da)(da)(da)幅度增(zeng)長。先河(he)環保(bao)目(mu)(mu)(mu)前正在(zai)(zai)研發的(de)(de)項(xiang)目(mu)(mu)(mu)有顆(ke)粒(li)物自動(dong)監(jian)測(ce)儀、雙通道顆(ke)粒(li)物自動(dong)監(jian)測(ce)儀、光散(san)射融合(he)型顆(ke)粒(li)物自動(dong)監(jian)測(ce)儀等，目(mu)(mu)(mu)的(de)(de)是(shi)實(shi)(shi)(shi)現對(dui)大(da)(da)(da)氣(qi)(qi)(qi)中(zhong)顆(ke)粒(li)物濃(nong)度的(de)(de)監(jian)測(ce)；公司正在(zai)(zai)進(jin)行的(de)(de)項(xiang)目(mu)(mu)(mu)還有國(guo)家國(guo)際科(ke)技合(he)作專項(xiang)“大(da)(da)(da)氣(qi)(qi)(qi)復合(he)污染(ran)高精(jing)度自動(dong)監(jian)測(ce)儀及系統集成(cheng)聯合(he)研發”項(xiang)目(mu)(mu)(mu)，主要是(shi)為了實(shi)(shi)(shi)現對(dui)以灰霾為主的(de)(de)區(qu)域(yu)大(da)(da)(da)氣(qi)(qi)(qi)復合(he)污染(ran)進(jin)行監(jian)測(ce)和預測(ce)預報。
分析認為，機械(xie)板塊公司(si)整體業績短期內難有較大改觀，但智能、環(huan)保裝(zhuang)(zhuang)備細(xi)分市場將繼續異軍突起，尤(you)其是隨著支持環(huan)保產業發展的(de)政策(ce)進(jin)入實施階段(duan)，環(huan)保裝(zhuang)(zhuang)備有望成為機械(xie)行(xing)業增長的(de)一個(ge)亮(liang)點。