Fangda Group's high -end curtain wall orders have increased greatly.

Reporter Zou Yongqin, a reporter from Economic Observation Network, on July 12, the representative company of the curtain wall industry (000055.SZ) released the new order data on its high -end curtain wall and the material industry.

The announcement shows that the new signing amount of the high -end curtain wall and the material industry in the second quarter of 2022 of Fangda Group was 1.016 billion yuan, and the bid has not signed an order of 964 million yuan; The total amount was 3.075 billion yuan, an increase of 19.17%over the same period last year. As of the second quarter of 2022, the high -end curtain wall and the material industry cumulatively signed an unfinished contract amount (including the contract that has not been signed) of 6.364 billion yuan, an increase of 39.37%over the same period last year.

According to the public information released by Fangda Group, the company was established in Shenzhen in 1991. For 30 years, the company has developed smart curtain walls, solar light curtain wall (BIPV), PVDF aluminum veneer, rail transit door system and other products. His wholly -owned subsidiary Shenzhen Fangda Construction Science Company ranked third in the "Comprehensive Data Statistics (curtain wall category) released by the China Architectural Decoration Association in 2020.

The Fangda Group believes that the construction industry in the future is green low -carbon, prefabricated, informatization, and new industrialization. In the context of the "dual carbon" policy and energy structure adjustment, the curtain wall industry needs to achieve energy conservation and emission reduction from the source. As one of the main technical routes of photovoltaic buildings, BIPV is increasingly attracting the attention of the industry and the market. It is expected to usher in new development opportunities Essence

So, does the high -end curtain wall in the new order announcement refer to the photovoltaic curtain wall (BIPV)? What is the proportion of it?

In this regard, a staff member of the Securities Department of Fangda Group pointed out in an interview with the reporter of the Economic Observation Network that the high -end curtain walls in the announcement include smart curtain walls and photovoltaic curtain wall (BIPV). Because they have not been divided into calculations, the specifics of the two are specific. The proportion is unclear.

According to the 2021 annual report released by Fangda Group, as of the end of 2021, the reserve of the curtain wall system and material industry of Fangda Group was 5.403 billion yuan. The order amount should exceed 8.4 billion yuan, why is it only 6.364 billion yuan? Where did the remaining more than 2 billion yuan go?

"Because some orders have completed sales in the past six months, it has transformed into operating income." The above -mentioned staff told reporters that this amount refers to the order reserves. The rough logic is to subtract the total order to complete the sales part, and the order reserves are left.

In other words, the Fangda Group will record more than 2 billion yuan in operating income in the first half of the year, which will refresh a new high in recent years.

According to Tonglian Data DataYES! Statistics, in the first half of the past five years (that is, the semi -annual report from 2017 to the semi -annual report of 2021), the revenue of Fangda Group curtain wall was 737 million yuan, 81 billion yuan, 996 million yuan, 842 million yuan, and 1.097 billion yuan; The total operating income was 1.400 billion yuan, 1.442 billion yuan, 1.426 billion yuan, 1.252 billion yuan, and 1.569 billion yuan, respectively.

In other words, if Fangda Group achieved more than 2 billion yuan in revenue in the curtain wall in the first half of the year, it will double the year -on -year and exceed the total revenue of the first half of last year.

Such performance prospects have also attracted the continuous increase of major shareholders. Linking data DataYES! According to statistics, Shengjiu Investment Co., Ltd., a subsidiary of Fangda Group's actual controller Xiong Jianming, increased its holdings of Fangda Group B shares in the secondary market from November 30 to December 3, 2021, at 5th, 2022. From the 5th to May 9th, another 717,200 B shares will be increased again. At the same time, Xiong Jianming himself also increased its holdings of 20.496 million A shares from May 5th to May 9th.

For the purpose of increasing the shares of Fangda Group, Xiong Jianming said, "It is based on the development prospects of the company. In the future, it will not be ruled out that it will continue to increase the shareholding of our shares through the secondary market."

In addition, the reporter also noticed that the famous Niu Sanfang Wei is a frequent visitor among the company's top ten shareholders. Among the top ten circulation shareholders of Fangda Group in the first quarter of 2022, Fang Wei ranked third with 32.543178 million shares.

So, will the actual controller Xiong Jianming continue to increase holdings, will there be the consideration of the prevention of the prevention party?

In this regard, the relevant staff of the company's securities department told reporters, "As far as we know, the controlling shareholders will also increase their holdings from time to time. If the number of holdings increases the disclosure requirements, we will issue an announcement in a timely manner. The main reason is that it is optimistic about the company's future development prospects. As for whether it involves the consideration of controlling equity competition, this is not clear. "

At the same time, the staff member also said that because Fang Wei himself had never been in the company to investigate and did not have contact with the company, the situation and intention of the other party were unclear.

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