ESOS Helpline
(I) long-term goals and Strategies
Q1: long-term development goals?
The future goal is to be the leader of the Chinese pump industry. At present, the whole pump market is 150 billion, while the largest sales of Kai Quan is only about 2000000000, with a share of less than 2%, and the faucet has not yet formed. The company's goal is to achieve 20~30 billion in revenue in the next 3~5 years.
Q2: development strategy?
At the beginning of the company's listing, it was mainly stainless steel pumps. After the change of ideas, the stainless steel pump is facing the situation of "previous obstruction, after the pursuit of troops", on the one hand, it is impossible to hit the grand rich, after all, the quality of products, brand recognition is still a gap, on the other hand, the domestic companies continue to catch up with low price competition. The company realizes that it is only a full series of products to become the leader of the Chinese pump industry to compete with the foreign brands such as the grand rich and other foreign brands. At the same time, it sets up an absolute advantage for domestic companies. The company's current strategy is: 1) the stainless steel pump keeps steady growth, at least not lower than the growth rate of the industry, raising 1 percentage points per year, and increasing the future industry by 15%. In the case of ~20%, the company will do 15%~25%, and the guarantee will also be 10%.
In the next few years, the goal of stainless steel pump is not to pursue high growth, the focus is to train the network and improve production and production level; 2) expand new business: vertical into the field of water supply equipment, horizontal expansion of water pump, sewage pump, deep well pump, oil pipeline pump and so on; 3) wait until the product layout is completed, after the formation of the whole series of products, back to strengthen not In the market of rusty steel pump, we are fighting with grand rich, and at the same time, we are able to seize the share of other domestic stainless steel pump manufacturers by means of price reduction.
Q3: new product layout and expansion path?
Several new products in the future: 1) the water pump has entered, the South long river; 2) the sewage pump has been carried out, the South crane is seen, the demand of the sewage pump is not less than the net pump; 3) the deep well pump scale is gradually formed, the future geothermal, shale gas and other fields are huge, and must be entered in these fields; 4) the main problems of the oil pipeline pump are to be entered in the future. It is to enter the three large oil supply system need to have network card, so the future do not exclude the form of selection partners; 5) farmland irrigation pump, and the existing stainless steel pump customers, do not exclude entry, the market also has hundreds of billions of scale, the main problem is relatively low end, so the company itself will not do, do not exclude acquisition, cooperation and other ways;
(two) industry capacity and growth
Q4: pump industry overall market size and the future growth?
In 2012, the output value of the industry is no less than 150 billion. According to market feedback and association data, there should be 5%~10% growth this year. Next year, the industry will still have 10% growth, driving factors: 1) the government will increase investment in irrigation and water conservancy; 2) the speed of municipal investment is accelerated, which emphasizes the construction of large infrastructure projects and more municipal investment in the future;
Q5: stainless steel pump market size and the future growth?
The scale of the stainless steel pump market is more difficult to calculate. According to the South pump, the output value of the stainless steel pump is 800 million. According to the 15% share estimate, the total market sales amount is about 50~60 billion. Future industry growth can maintain 15%~20%;
What are the market space of Q6: products such as pipeline pumps, sewage pumps and large water pumps?
The size of the large water pump should be more than 100 billion, the sewage pump has no accurate statistics, the estimated scale will not be smaller than the stainless steel pump, more than 5 billion should be, and the pipeline pump is also a few billion. The market size of the new product will not be smaller than that of the existing stainless steel pump.
Q7: stainless steel pump downstream areas, how much space for alternative iron pump?
Downstream of the stainless steel pump is mainly water treatment, building water supply, air conditioning water circulation, deep well water extraction, industrial cleaning, food and pharmacy. At present, the new demand for water treatment, building water supply, industrial cleaning and food and pharmacy is basically stainless steel pump. The incremental market is more sufficient to replace the cast iron pump, but the stock market still has a lot of alternative space, and the concrete quantity is difficult to be counted accurately, and the initial calculation of the stock replacement space only from the pipe network is hundreds of billions.
(three) competitive pattern and competitive advantage of the company
Q8: pump market and the current competition pattern of stainless steel pump?
The pump market is very scattered, in 150 billion of the market, the largest of the kayquan is only about 2000000000 (Note: according to China's general machinery yearbook data, 2011 kayquan revenue 2 billion 600 million), less than 2%. In terms of stainless steel pump, it is currently 50% of foreign capital, 15% of South Pump and 35% of domestic.
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