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智能化、電動化及國際化戰略成效顯著,三一國際(00631.HK)中期銷售收入達49.8億元,同比增長30.6%
格隆匯 08-31 20:20

(2021年8月31日)-三一重裝國際控股有限公司(以下簡稱"三一國際"或"公司"; 股份代號:00631.HK) 發佈2021年中期業績。截至2021年6月30日,公司實現銷售收入人民幣49.8億元,同比增長30.6%;淨利潤為人民幣8.3億元,同比增長29.8%;經營現金流8.4億元,同比增長28.9%。

報吿期內銷售收入較去年同期增長顯著,主要由於公司智能化、電動化產 品推向市場後,獲得市場廣泛認可,帶動了公司掘進機、綜採及小港機產品銷量增加;公司寬體車、伸縮臂叉車等產品海外拓展成果顯著,帶動公司海外銷售收入快速增長;公司機器人等新業務收入亦大幅增加。

公司上半年諸多新品實現批量銷售,礦山裝備板塊新品智能掘進機,實現首個工作面貫通,井下連續作業時長大幅提升;智能採煤機,井下使用性能優異;80T、100T 寬體車投入市場運行,系列化產品型譜已經形成;第二套錦界礦純水支架產品完成驗收,首拓國能集團以外新客户,並新籤大額訂單。物流裝備板塊完成珠海港、蕪湖港、深圳海星港、太倉港自動化碼頭產品交付,並助力國內首個內河水鐵聯運陽邏國際港開港通車;無人集卡率先實現無安全員跟車的港口商業化運營;小港機突破國鐵等一批重點鐵路大客户。機器人板塊增速更為明顯,其中智能產線收入超過3.7億元,智慧物流AGV控制系統關鍵技術獲得突破,並完成AGV調度系統開發。智慧礦山板塊已在 3 家露天礦開展無人駕駛運輸試運行,投入10 台無人礦車,下半年無人駕駛車隊規模擴展至 20 台,搶先實現無人駕駛商業化運營。

在經營業績大幅提升的同時,公司深入推進的數字化轉型,將在產品數字化方面,運用預測性維護、遠程操控、決策管理等前沿技術為客户不斷創造附加價值。運營管理數字化方面,公司通過核心業務數字化,不斷提升內部運營效率和管理水平、並運用營銷風控數字化手段提前預防及管控貨款風險。生產製造數字化方面,隨着4座燈塔工廠今年的陸續投產,將使得公司實現產能翻倍,自動化率最高提升至80%以上。

未來公司核心增長點清晰明確,主要將源自於三個方面:一是在全新的機器人及智礦業務上提前佈局,主動發力,搶佔先發優勢;二是在已經具備相對優勢的掘進機、小港機產品上持續進行技術升級,引領行業發展;三是在傳統市場空間巨大的寬體車、支架、大港機等領域,通過不斷加大研發和資源投入,在新工藝及核心技術上取得突破,用差異化、高性價比產品建立絕對的競爭優勢,成為行業第一梯隊領導者。

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