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Comments from Chairman Dong

www.eastmoney.com 2017年12月13日 00:00 Anne Ling,John Chou

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格力电器(000651)

On 9 December 2017, Gree’s chairman Mingzhu Dong was invited by theChina Entrepreneur Summit to give a speech on several topics, including Gree’sautomation strategy and 2017 performance:

The automation reform and diversification strategy are bearing fruits.In her speech, Ms. Dong commented that Gree began to diversifyits businesses in recent years. In addition air-conditioning business, ithas entered into the field of small appliances, smart manufacturing,smart phones etc. Gree is undergoing automation reform. The companyconsidered using the domestic equipment before, but it finally chose theimported German devices due to the higher precision. But as a long termplan, Gree decided to enter into the field of industrial manufacturing in2013. Currently, Gree’s CNC machine, and robots are not only providedfor internal use, but also for other industries. Ms. Dong said that all ofthe devices in Zhuhai Silver Dargon (a company invested by Ms Dongprivately) were produced by Gree.

Preview of 2017 results. According to Ms. Dong, Gree ‘s 2017-ytdrevenue increased RMB 40bn (2016 revenue: RMB108.3bn) as comparedwith last year’s same period, and its NP margin was 15%.

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格力电器基本面数据
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  • 总股本 60.16亿股
  • 流通股 59.70亿股
  • 每股收益 3.72元
  • 每股未分配利润 8.10元
  • 每股净资产 10.90元
  • 净资产收益率 37.44%
  • 净利润 2240157.62万
  • 净利润增长率 44.87%
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一月内整体评级
三月内整体评级
统计时段 买入 增持 中性 减持 卖出 合计
一个月内100001
三个月内100001
半年内14110016
一年内45520052
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2016A 2017E 2018E 2019E
每股收益(元) 2.57 3.72 4.18 4.76
净利润(亿元) 154.66 224.03 251.34 286.23
名称 涨跌幅 研报数 机构投资评级(近六个月)
买入 增持 中性 减持 卖出
小天鹅A 6.03% 22 16 6 0 0 0
*ST圣莱 5.01% 0 0 0 0 0 0
毅昌股份 3.47% 0 0 0 0 0 0
万和电气 3.22% 5 3 2 0 0 0
奥佳华 2.61% 6 5 1 0 0 0
浙江美大 2.18% 14 10 4 0 0 0
星帅尔 2.14% 0 0 0 0 0 0
爱仕达 1.63% 5 3 1 1 0 0
TCL集团 1.52% 9 7 1 1 0 0
晨丰科技 1.42% 0 0 0 0 0 0
奥马电器 1.38% 7 4 3 0 0 0
澳柯玛 1.16% 0 0 0 0 0 0
朗迪集团 1.08% 0 0 0 0 0 0
百达精工 1.01% 0 0 0 0 0 0
四川长虹 0.98% 1 0 1 0 0 0
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