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中国订单带来欣喜-安吉.汤姆林森,2010年3月4日 2010/3/31 17:53:25点击:20947
    信息提供:技术中心科技管理部
    中国订单带来欣喜
-安吉.汤姆林森,2010年3月4日

    来自中国强大的井下设备订单虽然不足以抵消2010财年第一季度美国和澳大利亚对久益环球设备的需求下降,但OEM成果仍符合预期。
    久益7LS7采煤机到2010年1月之前的三个月,久益报告净销售额7.29亿美元,年同比下降3%。运营收入1.18亿美元,净收入7600万美元,而去年同期为8600万美元。
    久益首席执行官麦克.萨利文说:“我们的订单比去年运行率高,我们继续看好国际和新兴市场对各种商品的强劲需求,同时美国电煤市场比预期恢复更快。”
   “令我欣慰的是,通过继续提高过程效率,我们第一季度期间的业务成本得以下降。这样,我们可以很好的随着市场恢复元气而充分做好准备。”
    第一季度新的订单总量提高了22%,达到8.08亿美元。
    井下设备订单低于一年前,来自中国的大订单弥补了美国和澳大利亚市场的不足。
    得益于美国和南非的增长,井下设备零修订单增加了11%。久益公司称,零修订单的增加反映了前些年所售设备达到了第一个大修周期。
    与一年前相比,井下采矿设备业务的销售额下降了12%,其中包括汇率影响。
由于澳大利亚市场销售额增长要抵消美国市场的下降,井下设备销售下降了18%,零修订单下降了8%。
随着商品市场的复苏,久益认为今年的订货率会随之提高。
    机遇和客户即将举行的关于设备规范和交货期的会谈,久益预计最大的设备需求将来自于铜矿、国际煤矿和铁矿,绝大部分订单会来自于北美、南美、亚洲和非洲。
    萨利文说:“对于商品市场的基本面好转和公司第一季度订货情况,我们深受鼓舞,从而确认客户对于这些基本面好转正开始作出反应。”
   “此外,现有和客户相关有助于未来订货量的增加,同时也预示扩展性项目将继续推动2010年设定订货增加。”
   “我们预计更多订单会是原始设备,大多数情况下,比较长的交货周期将会把交货时间拖入2011年。”
萨利文介绍,久益公司将会继续维持此前的收入目标,也就是2010财政年度收入达28-30亿美元。
   “但是,我们继续看好基本面对于提高生产效率的项目和压缩成本等工作的积极影响,我们相信这些将对公司收入带来有利的推动,同时也允许我们把此前的收入预期适当调高。”
   “现在,我们预计2010年公司股票稀释后的每股收益介于2.85-3.05美元之间。”

China orders bring some joy

   Angie Tomlinson   Thursday, 4 March 2010
STRONG underground original equipment orders from China were not enough to offset decreases in the United States and Australia for Joy Global in the first quarter of fiscal year 2010, but the OEM’s results were still in line with expectations.
   For the three months to January 29, 2010, Joy reported net sales of $US729 million, down 3% year-on-year.

   Operating income was $118 million and net income was $76 million compared to $86 million last year.

   "Orders were up from last year's run rate. We continue to see strength in the international and emerging markets for all commodities, and the US thermal coal market is correcting faster than expected,” Joy chief executive officer Mike Sutherlin said.

   “I was also pleased that we reduced our trade working capital during the first quarter as we continue to improve the efficiency of our processes. As a result, we are well positioned to take full advantage as the market recovery unfolds."

   Overall new orders in the first quarter were up 22% to $808 million.

   Underground original equipment orders were lower than a year ago, with strong order activity from China offset by decreases in the US and Australia.

   Aftermarket orders for underground equipment increased 11% primarily due to increases in the US and South Africa. Joy said the improvement reflected increases in rebuilds as machines sold a couple of years ago reached their first rebuild interval.

   The underground mining machinery business reported a sales decrease of 12% compared to a year ago, including the impact of currency.

   Underground original equipment sales fell 18% and aftermarket sales declined by 8% as sales increases in Australia were offset by decreases in the US.

   With improving commodity markets, Joy said this year it expected improving order rates.

   Based on planning meetings with customers regarding machine specifications and delivery schedules, the company expects that the strongest equipment demand will come from copper, international coal and iron ore, and that orders will come predominantly from North and South America, Asia and Africa.

   "We are encouraged by the improving fundamentals in the commodity markets and by our first-quarter order rate that confirms customers are beginning to act on these fundamentals," Sutherlin said.

   "In addition, our ongoing work with customers supports our increased prospect list and indicates that expansion projects will continue to move to equipment orders during 2010.

   “We expect any upside to orders to be mostly in original equipment and longer lead times will push their subsequent shipment into 2011 in most cases.”

   Sutherlin said Joy would maintain its previous revenue guidance for fiscal 2010 of $2.8-3 billion.

   “However, we continue to see the positive bottom-line impact of programs to improve process efficiencies and efforts to contain costs. We believe these will continue to favourably impact earnings and this allows us to raise the low end of our previous earnings expectations” he said.

   “We now expect earnings per fully diluted share for 2010 to be between $2.85 and $3.05.