Goldman alone visit bosun tools asked three high-speed rail brakes Sina Hong Kong contest fiery recruitment: 300 thousand bonus to you   Sina Level2:A shares of sina finance client: speed Kanpan the most profitable investors in   surprised: intraday limit monitoring accuracy of 86.7% Securities newspaper reporter Yang Su Goldman this year a bit busy. In January 2016, Goldman Sachs (Asia) Co., Ltd. has investigated 9 A-share companies in, and in November 2015 and December, Goldman Sachs appeared 3 times and 4 times respectively. In January 28, 2016, Goldman alone research of diamond tools manufacturers bosun tools. Although the bosun tools recently cut performance in 2015, but interested in bosun tools bujianfanzeng mechanism. The content of the research shows that many institutional investors on the high-speed train brake interest bosun tools. August 2015, Huaxia Fund bosun tools has received research, then no mechanism to. January 19, 2016 to 28, bosun tools reception three batch research institutions, including the recent Goldman Sachs Asia and Shen Wan Hongyuan, the post fund management and private institutions. In the survey, the reason Goldman concern bosun tools decline in performance in 2015, and the progress of high-speed train, brake research capacity and gross profit. For the lower performance, explain the bosun tools for two reasons: domestic infrastructure, real estate investment growth decline, building construction, building materials processing, decoration and other industries have a greater impact, the company product sales revenue declined to a certain extent; the foreign sales market is relatively stable, but the exchange rate fluctuations to form a certain influence on the operation of the company. At the same time, the fourth quarter of 2015 product sales bosun tools has not reached the expected target, according to the provisions of the accounting policy, the year 2015 is expected to accounts receivable, inventories and other assets impairment amount increased, thereby reducing profits. As for the bosun tools brake of high-speed train, has been a core topic in recent research institutions, the Goldman asked for more details. In the progress of research and development, the product has not been called bosun tools to achieve mass production, no contribution to the company’s revenues and profits. Specifically, the car test time to be one year and run up to 300 thousand kilometers, and now the company is preparing to contact a number of channels for the preparation of the car assessment, but when to get on the train, where to get on the car, is still uncertain. Goldman Sachs also asked about capacity allocation and gross margin. Bosun tools on the response, the success of the product through the car evaluation are full of confidence, but after all, the future is able to achieve sales also has some uncertainty. At present, bosun tools can already achieve small batch production, the future if we can meet the conditions of sale, according to market demand through various channels to improve the production capacity allocation. For Maori, because there is no mass production, so there is no basis for calculation. However, in terms of technical content and sales threshold, the gross margin of the product should be higher than the company’s existing products. Results for 2015, Bo deep tool theory 高盛独访博深工具 三问高铁刹车片 新浪港股大赛火热招募:30万奖金等你来  新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   惊:盘中监控涨停 准确率达86.7%   证券时报记者 杨苏   今年高盛有点忙。   深交所上市公司披露调研信息显示,2016年1月高盛(亚洲)有限责任公司已经调研9家A股公司,而在2015年11月和12月高盛出现的次数分别为3次、4次。   2016年1月28日,高盛单独调研金刚石工具制造商博深工具。尽管博深工具最近下调2015年业绩,但对博深工具感兴趣的机构不减反增。调研内容显示,不少机构投资者对博深工具的高速列车刹车片兴趣浓厚。   2015年8月,博深工具曾接待华夏基金调研,此后再无机构登门。2016年1月19日至28日,博深工具接待三批次机构调研,包括最近的高盛亚洲以及申万宏源、中邮基金以及私募管理机构。   在调研中,高盛关注博深工具2015年业绩下滑原因,以及高速列车制动闸片研发进展、产能配置和毛利情况。   对于下调业绩,博深工具解释有两方面的原因:国内基础设施、房地产投资增速下滑,建筑施工、建材加工、装饰装修等行业受到较大影响,公司产品销售收入有一定下降;国外市场销售相对稳定,但汇率波动对公司经营形成一定影响。   同时,博深工具2015年第四季度产品销售未达预期目标,根据会计政策的规定,预计2015年度应收账款、存货等资产减值计提金额有所增加,从而减少了利润。   至于博深工具高速列车制动闸片,一直是近期机构调研关注的核心话题,此次高盛询问了更多的细节。在研发进展方面,博深工具称该产品尚未实现批量生产,也未对公司贡献营业收入及利润。具体而言,上车试验的时间要满一年和运行达到30万公里,现在公司正在做准备,联系多家渠道为上车考核做准备,但是何时能上车,在哪家上车,目前还不确定。   高盛还询问产能配置以及毛利情况。博深工具回应,对该项产品的成功通过上车考核充满信心,但毕竟未来是否能够实现销售还具有一定的不确定性。目前,博深工具已经可以实现小批量生产,未来如果能够满足销售条件,会根据市场需求状况通过多种渠道完善生产产能配置。对于毛利情况,因为未实现量产所以没有测算依据。不过,就技术含量和销售门槛来说,该产品毛利应该比公司现有产品毛利高一些。   对于2015年业绩,博深工具进行了幅度不小的下调。此前2015年三季报中,博深工具预计全年净利润同比下滑20%~50%,金额约为1530万元~2448万元。不过,2016年1月28日,博深工具披露四季度销售下降以及资产减值增加,并预计2015年净利润同比下滑55%~85%,金额约为459万元~1377万元。   值得一提的是,博深工具曾于2014年10月筹划非公开增发,但证监会2015年5月否决了方案,公告未显示具体否决原因。在深交所互动平台上,不少投资者询问已经时隔半年,公司是否会启动非公开增发促进高速列车刹车片的业务发展。对此,博深工具均以“目前未有应披露而未披露的重大信息”回应。   今年1月以来,根据时间顺序,高盛调研的9家公司分别为汇川技术、得润电子、大洋电机、华鹏飞、拓尔思、巨星科技、奥瑞金、格力电器和博深工具。从调研机构看,高盛主要与其他外资机构一同调研公司,多的时候有30多家机构一起调研格力电器,少的有4家机构调研汇川技术,高盛独访的公司为博深工具。 进入【新浪财经股吧】讨论相关的主题文章:

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