{"code":20000,"message":"OK","data":{"asset_tags":[{"key":"gongsi","name":"公司","ancestor_paths":["zichan"],"banner_key":"gongsi"}],"audio":{"title":""},"audio_info":{"uri":"https://wpimg-wscn.awtmt.com/df93599d-6666-4aaa-8c8b-7dfc10411ced.mp3","start_time":"0.000000","duration":"157.356000","size":"472113"},"audio_uri":"https://wpimg-wscn.awtmt.com/df93599d-6666-4aaa-8c8b-7dfc10411ced.mp3","author":{"article_count":1784,"author_kind":"default","avatar":"https://wpimg-wscn.awtmt.com/29985a8b-c3ea-4074-9657-e457f9da5a32","bio":"","display_name":"周晓雯","editor_choice_articles":[],"followers_count":2608,"id":120000004523,"is_followed":false,"uri":"https://wallstreetcn.com/authors/120000004523"},"categories":[{"key":"global","name":"见闻首页"},{"key":"enterprise","name":"公司"},{"key":"wscn-report","name":"财报见闻"},{"key":"wscn-platform","name":"见闻"}],"columns":[],"comment_count":0,"comment_disabled":false,"content":"\u003cp\u003e受下游景气度影响，A股工程机械上游龙头恒立液压去年营收利润双降，但一季度开局良好。\u003c/p\u003e\n\u003cp\u003e4月24日晚间，恒立液压发布2022年财报和2023年第一季度报告。\u003cstrong\u003e公司一季度实现营业收入24.27亿元，同比增加10.3%\u003c/strong\u003e；归属于母公司所有者的利润6.26亿元，同比增长18.44%；基本每股收益0.47元，同比增长20.51%。\u003c/p\u003e\n\u003cp\u003e对于一季度业绩增长原因，\u003cstrong\u003e恒立液压表示主要由于公司主要产品收入增长带动整体盈利能力提升，其中重型装备用非标准油缸收入同比增长33%，液压泵阀收入同比增长29%\u003c/strong\u003e。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/4d0dfa99-a7b9-4d53-bc70-168a9fa9ab7e.png\" data-wscntype=\"image\" data-wscnh=\"394\" data-wscnw=\"785\" /\u003e\u003c/p\u003e\n\u003cp\u003e全年数据方面，\u003cstrong\u003e恒立液压2022年实现营收81.97亿元，同比下滑11.95%；归母净利润为23.43亿元，同比下滑13.03%\u003c/strong\u003e；基本每股收益1.79元，同比减少13.11%。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/354f92d0-9e0c-45f9-8353-c9e9b66b1e47.png\" data-wscntype=\"image\" data-wscnh=\"535\" data-wscnw=\"773\" /\u003e\u003c/p\u003e\n\u003cp\u003e对于业绩下滑原因，\u003cstrong\u003e恒立液压表示受下游行业景气度下行影响，公司主要产品销量下滑，其中液压油缸产品收入同比下滑 12%，液压泵阀产品收入同比下滑15%。\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e报告期内，恒立液压各项主营产品毛利均出现不同程度下滑。\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://wpimg-wscn.awtmt.com/86de5519-95d8-42a0-892a-247df059e71c.png\" /\u003e\u003c/p\u003e\n\u003cp\u003e不过，报告期内，恒立液压非标油缸销售保持稳定增长，其中一些新兴领域用非标油缸表现亮眼，增速较高；公司加大挖机油缸海外市场份额拓展力度，外销增长稳定。\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\" wscnph\" src=\"https://wpimg-wscn.awtmt.com/eb50f208-1da9-4a29-a403-23a74b2492e7.png\" data-wscntype=\"image\" data-wscnh=\"621\" data-wscnw=\"779\" /\u003e\u003c/p\u003e\n\u003cp\u003e恒立液压表示，报告期内，\u003cstrong\u003e工程机械行业销量延续了上年度“外热内冷”的特征，出口持续高速增长，国内需求继续下行。\u003c/strong\u003e面对未来下游工程机械行业需求结构的变化以及技术升级的变化，作为液压核心零部件供应商，公司首先紧跟国内工程机械行业全球化、电动化趋势，一方面利用现有产品的竞争优势积极拓展国产品牌主机厂出口机型的份额及外资品牌海外市场份额，一方面针对性地布局开发相关电动控制及执行装置以应对工程机械行业的电动化趋势，报告期内主要产品市场份额均有所提升，布局的新的电动化产品也开始投入市场验证。\u003c/p\u003e\n\u003cp\u003e数据显示，恒立液压2022年管理费用率为3.36%，同比增加0.92个百分点，销售费用率为1.51%，同比增加0.31个百分点；净资产收益率为22.60%，同比减少10.23个百分点。\u003c/p\u003e\u003cdiv style=\"color: #666; margin-bottom: 15px;\"\u003e风险提示及免责条款\u003c/div\u003e\n          \u003cdiv style=\"font-size: 12px;font-family: 黑体;color: #666;line-height: 20px;\"\u003e\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          \u003c/div\u003e\n","content_short":"今年一季度，恒立液压主要产品收入增长带动整体盈利能力提升，其中重型装备用非标准油缸收入同比增长33%，液压泵阀收入同比增长29%。","custom_tag":"","display_time":1682344809,"funds":null,"has_transfer_audio":true,"id":3687323,"image":{"uri":"https://wpimg-wscn.awtmt.com/fa2e2203-6d51-4e86-bccc-8733a4a5ba5b.jpeg","height":472,"width":708,"size":78615},"images":[{"uri":"https://wpimg-wscn.awtmt.com/fa2e2203-6d51-4e86-bccc-8733a4a5ba5b.jpeg","height":472,"width":708,"size":78615}],"influence_score":0,"is_need_pay":false,"is_priced":false,"is_trial":false,"is_video":false,"layout":"wscn-layout","limited_time":0,"membership_uri":"","next":{"id":3687329,"image":{"uri":"https://wpimg-wscn.awtmt.com/44fcf9af-25be-4412-be67-246962dd957a.jpeg","height":640,"width":1024,"size":135140},"title":"首次销往北美！媒体：特斯拉上海工厂将向加拿大出口Model Y","url":"https://wallstreetcn.com/articles/3687329"},"pageviews":3694,"plates":[],"previous":{"id":3599176,"image":{"uri":"https://wpimg-wscn.awtmt.com/139e1609-ed83-4a45-bb15-7189cde9e6ce.jpg","height":600,"width":800,"size":268764},"title":"3.2 透过美国四大部门杠杆率看全球债务与信用","url":"https://wallstreetcn.com/premium/articles/3599176?layout=wscn-layout"},"related_topics":[],"show_like":true,"source_name":"","source_uri":"","subtitle":"","tags":[],"theme_group_map":null,"themes":[],"title":"主要产品收入增长 恒立液压一季度营收扭转跌势 | 财报见闻","unshow_content_short":false,"words_count":677}}