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标题: "光进铜退"大趋势的受益者 [打印本页]

作者: adopq    时间: 2012-4-28 10:26
标题: "光进铜退"大趋势的受益者
本帖最后由 adopq 于 2012-4-28 10:28 编辑

       亨通光电,中国光通信原料重要提供商之一。
    根据“十二五”规划和“光进铜退”的大趋势,未来三到五年光通信行业应该还将保持增长。铜离子测试包[深圳方源]网络带宽的提升需求和光纤到户的实施,都将推动光纤光缆需求量的增加,从而带动行业发展。但是,整个行业竞争比较充分,客户的议价能力都很强,使得行业毛利率呈现下降趋势,公司需要通过不断提高创新能力和研发新品,以及严格管控渠道来保证竞争力。
    公司的几大业务:
    1)光通信:公司光通信业务快速扩张,由原先12座拉丝塔扩展到19座,今年光纤的产能将到达2000万芯公里,光缆业务也发展迅速,今年公司的北京、广东分公司相继投产,预计产能也能达到2000万芯公里。
    2)光棒研发投产:作为光纤重要的上游原料,光棒的供应一直是光纤企业的瓶颈,目前国内光棒供应75%依赖进口,因此,公司光棒的批量投产将大幅降低成本,提高产品的整体毛利率。公司目前的光棒项目是自主研发,一期产量约为20吨/月,预计年产量为250吨,二期将把年产能扩大到550吨,届时能基本满足公司自身的光纤产能需求。
    3)特种电缆:公司主要生产大型装备、海洋工程、港口机械等的特种电缆,另外由于日本核电危机的发生,导致风电和光伏开始有新的增长,尤其是风机设备,公司作为大型综合线缆企业,能够给业主提供包括通信、电力等各规格的线缆解决方案,降低业主采购成本。
    4)电力线缆:该业务目前处于公司的中游地位,随着十二五规划的推出,电力能源的发展,该业务也将扩大产能。
    5)数据线缆:主要是应用于两方面:一是铁路项目,今年将投入3000万,扩建一个车间。二是高速数据电缆,将对现有产能进行技改扩建,会给公司新增3~4亿的年收入。

作者: opens10dn    时间: 2012-6-21 00:03
标题: 0b0u1cuw
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