What sector does Shanhe Intelligence belong to?
Among the popular topics on the Internet in the past 10 days, discussions in fields such as artificial intelligence, new energy, and intelligent manufacturing remained high. As an enterprise focusing on engineering machinery and intelligent equipment, Shanhe Intelligent (stock code: 002097) has attracted widespread attention from investors. This article will structure the sector attributes of Shanhe Intelligent from dimensions such as industry classification, main business, and market performance, and attach relevant data comparisons.
1. Shanhe Intelligent's industry sector belongs to
According to the "Industry Classification Guidelines for Listed Companies" issued by the China Securities Regulatory Commission, Shanhe Intelligent belongs to"Special Equipment Manufacturing Industry"(Industry code: C35). Its core business covers engineering machinery, aviation equipment, special equipment and other fields. The specific sectors are divided as follows:
| Classification criteria | Partition | Subdivisions |
|---|---|---|
| China Securities Regulatory Commission Industry | Special equipment manufacturing industry | Construction machinery and aviation equipment |
| Market concept sector | High-end equipment, military industry | Intelligent manufacturing, military-civilian integration |
| Regional sector | Hunan section | Changsha high-tech enterprises |
2. Main business and market positioning
Shanhe Intelligent's business structure determines its cross-section properties:
| Business segments | Revenue proportion in 2023 | Core Technology |
|---|---|---|
| Engineering machinery | 68% | Hydraulic static pile press, rotary drilling machine |
| Airline Equipment | twenty two% | Light sports aircraft, drones |
| Special equipment | 10% | 军工配套产品 |
It can be seen from the data that although the company mainly focuses on engineering machinery, its aviation equipment and military business make it available at the same time"Military Industry Concept"and“High-end manufacturing”Attributes, this is also the reason why it has been included in multiple theme sections.
3. Comparative analysis of peer companies
Three listed companies belonging to the construction machinery sector were selected for horizontal comparison (data as of the latest financial report in 2024):
| Company Name | Total market value (billion yuan) | Price-to-earnings ratio (PE) | Section overlap |
|---|---|---|---|
| Mountain and River Intelligence | 120.5 | 25.3 | Construction machinery + military engineering |
| Sany Heavy Industry | 980.2 | 18.7 | Pure engineering machinery |
| Zoomlion | 560.8 | 22.1 | Construction machinery + agricultural machinery |
Through comparison, we can find that Shanhe is intelligentMilitary attributesThis makes it have a certain premium for pure engineering machinery companies in terms of valuation, which also reflects the market's recognition of its coordinated development of multiple sectors.
4. Relevant relationships of hot topics
Hot discussions across the Internet in the past 10 days"Low-altitude Economy"and"New Quality Productivity"The concept is directly related to the intelligence of mountains and rivers:
1. The company's aviation equipment sector involves drone and general aviation aircraft businesses, benefiting from the low-altitude opening policy;
2. The independently developed intelligent excavator system meets the requirements for technological innovation in "new quality productivity";
3. The 2024 Hunan Provincial Government Work Report specifically mentioned supporting the development of high-end manufacturing enterprises such as Shanhe Intelligent.
5. Investment advice
Overall, Shanhe Intelligence belongs to"Special Equipment Manufacturing Industry"as the core, and cover at the same time"Military Industry", "High-end Equipment", and "Reform of Local State-owned Enterprises in Hunan"Mixed sector enterprises with multiple concepts. Investors need to pay attention to:
1. The construction machinery sector is highly cyclical and needs to pay attention to infrastructure investment data;
2. Military industry business provides performance flexibility, but order transparency is low;
3. Recently, the market has paid more attention to the growth of its aviation equipment business.
(The full text is about 850 words in total, data source: public information such as Oriental Fortune Network, Tonghuashun, company annual report, etc.)
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