Shaanxi Drum Power involved in nuclear fan not announced company response: accounted for is too small

October 12 ~ 16th, the National Ministry of Environmental Protection website announced the Oriental Electric (600875, closing price 33.60 Yuan) subsidiary, Shaanxi Agitation Force (601369, closing price of 19.54 yuan), such as four companies on the civil Nuclear Safety equipment licensing publicity. Since Dongfang Electric has already possessed the production capacity of nuclear power products, its sub companies do not calculate the news for the market, but Shaanxi drum power intervention in nuclear power equipment products has not been to the market before the relevant announcements. For Shaanxi Drum Power Why "conceal", Yesterday (November 18), "Daily economic news" reporter called the listed companies, Shaanxi Drum Power Securities Department staff said, on the one hand, because the nuclear fan accounted for a small proportion of the company's performance, the company can not notice; On the other hand, the company is also awaiting approval from the Ministry of Environmental Protection, " We will announce it.　　"Publicity one months the company did not notice the wind turbine leader Shaanxi Drum power after the listing will attract institutional investors attention." Three quarterly reports show that the company's top ten circulating shareholders gathered a number of institutional investors, including insurance products, public offering funds, securities companies and private equity.　　In terms of the P/E ratio, the dynamic P/E ratio of 28.5 times times of Shaanxi agitation is still in the middle level, but it does not occupy a clear advantage compared with the general low P/E ratio in the machinery industry.　　However, the daily economic news reporter recently found that Shaanxi Drum power quietly involved in nuclear power equipment field, the company did not notice. October 12, 2010, the Ministry of Environmental Protection Nuclear Safety Management Division of the Eastern Electric (Wuhan) Nuclear Equipment Co., Ltd. and Shaanxi Drum power, such as four of the company's civil nuclear Safety equipment licensing applications to be publicized.　　Among them, Shaanxi drum power related to civil nuclear safety machinery and equipment design license and manufacturing license, and other "two certificates", its corresponding product is nuclear safety level fan (hereinafter referred to as "nuclear fan"). After browsing the public information of the Shaanxi drum power, the daily economic news reporter found that in the prospectus "market development Plan" part, the company did mention "the development of high value-added ventilator market, focusing on the development of domestic nuclear power, Subway, tunnel ventilator market" paragraph, but in the annual report, semi-annual report and the recent interim notice,　　But did not mention the company's products have nuclear fan. In this regard, yesterday, "Daily economic news" reporter calls Shaanxi drum power, the company's securities department surnamed Liu (voice) staff said, "We consulted the relevant departments, because the company's nuclear fan is very small, whether the company notice can be." "So has the company got the license?" "The current permit has not been handed." "The staff said that recently the company has also asked the Ministry of Environmental Protection, the answer is that the license has to go process, but also to obtain the nuclear industry safety and other departments of approval, and to handle the relevant formalities. For how long it will take to get the card, he said, "This is not good, because it is a national nature of the disclosure, we are not convenient to ask more." "Subsequently, the daily economic news reporter called the Ministry of Environmental Protection, a staff said that because of the specific companies involved, the results are not convenient to disclose."But he said there would be announcements.　　The brokerage report has long been expected with the state to increase the support for nuclear power, nuclear power equipment involving high-end equipment manufacturing, new energy and other emerging industries planning, by the market attention is quite high. "Daily economic news" reporter found that although the company's annual report on the nuclear fan is not mentioned, but Shaanxi drum power is not the first time involved in nuclear fan project. Relevant data show that as early as 2007, Shaanxi Drum Power has won the bid for Qinshan Phase II Expansion Project nuclear-grade fan.　　But then, about the company's nuclear-grade fan products suddenly "disappeared." In this respect, the staff explained that, before 2007, the company did produce several nuclear wind turbines, but as the country's nuclear equipment requirements, the company did not produce. "However, the company has been able to produce nuclear fans."　　"Although the company claimed that the" nuclear fan certification "to be announced because of the impact on the performance is not small, but the daily economic news reporter found that the securities dealers in Shaanxi drum power of the nuclear fan has long been expected. At the end of October, Wanguo's research report pointed out that at the end of 2007, the State Council promulgated the "Civil Nuclear safety equipment supervision and management regulations", the nuclear power HVAC equipment in the core-level fan belongs to nuclear safety equipment. In the nuclear power HVAC fan, the highest performance requirements, the most difficult manufacturing tests, the highest operating reliability requirements should be ETV fan. When serious accidents occur in the nuclear island, the nuclear island ETV fan needs to run continuously for 6 hours.　　From the publicity of the Ministry of Environmental Protection, Shaanxi drum Power production fan is ETV fan. Wanguo analyst Yu pointed out that at present, only South wind shares (300004, closing price of 55.00 yuan) has obtained the ETV fan production qualification. With the Shaanxi Drum power nuclear-grade ETV fan of the quality of the announcement of the end, no accident later it will be expected to successfully obtain the nuclear-grade fan production qualification. Yu that Shanghai blower plant in the four-generation nuclear-grade fan on the technical advantages of the obvious, with the company and the Shanghai Blower plant strategic reorganization of the promotion, after the reorganization of the two complementary advantages conducive to long-term development of the company.