Ankerui plans to invest 654.38 billion yuan to build intelligent microgrid business in industrial park, which has broad prospects.

On July 26th, Ankerui announced that the company plans to invest in the first phase of Ankerui Intelligent Microgrid Industrial Park in Jiangyin Lingang Economic Development Zone, with a total investment of about 654.38 billion yuan. The main products include: power monitoring systems and products, power management systems and products, electrical safety systems and products, and power sensors.

On 26th, the company's share price rose by 1 1.32%, with the latest market value of 6.356 billion yuan.

Ankerui was founded in 2003. The company mainly takes the microgrid system as the core, and its products range from power sensors and power measurement and control devices to edge computing gateways and cloud platforms, forming a complete product ecosystem of cloud-edge-end, realizing one-stop purchase for customers. In the microgrid business, the company can combine with photovoltaic, energy storage, charging pile and other systems to build a complete microgrid platform to help enterprises realize the integration of source, network and storage.

Huaxin Securities believes that the company's unique product line and business model are scarce in the microgrid system market. In the future, with the rapid development of distributed new energy, the long-term demand for enterprise energy efficiency management will become increasingly strong, and the energy efficiency management system will gradually become a necessity for enterprises to comprehensively manage microgrid.

In addition, with the government's stricter monitoring of high-energy enterprises, it will directly promote the demand of large and medium-sized high-energy enterprises for energy consumption monitoring system construction, and the smart power monitoring products at the user end will also usher in greater growth space.

In the first quarter of this year, affected by the epidemic, the company's performance was under pressure, in which the operating income and net profit returned to the mother decreased by 25.6% and 7.8% respectively.

The company said that it was mainly due to the relatively high proportion of the company's business in the Yangtze River Delta region, the suspension of customers affected by the epidemic, and the increase in logistics and freight costs.

In the long run, the company's operating income has been growing steadily for many years, and its cash flow is stable. Last year, its operating income and net profit returned to its mother increased by 465,438+0.49% and 40.04% respectively.

Western Securities analysts also believe that since the listing, the compound growth rate of revenue and net profit of the company has reached 22.64%/ 15.9 1%, and the cash ratio of revenue is basically in the range of 0.8- 1, and it has reached 1 .07 this year1quarter, which is stable as a whole.

The company's 202 1 annual report shows that, benefiting from the dual-carbon target, the company's power monitoring and substation integrated monitoring products and systems earned 4190,000 yuan, up 34.12% year-on-year; The revenue of energy efficiency management system-level products was 293 million yuan, up 28.37% year-on-year.

Zhongtai Securities Research Report believes that the company has accumulated rich experience, high user stickiness and gradually enhanced brand influence. In the future, we will continue to increase investment in research and development in the field of microgrid, gradually improve solutions and further enhance market share.