北交所打新之克莱特智能装备技术小巨人在新能源风口中翱翔
北交所打新之克莱特:通风冷却系统专精特新小巨人乘上新能源风口
克莱特(831689.NQ),一家专注于研发生产通风机及通风冷却系统的高科技企业,自2011年12月成立至今已成为工信部首批认定的专精特新小巨人。公司凭借其在通风与空气处理领域的深厚技术积累和产品优势,再次提起了北交所速度,以仅用81天时间从申报受理到上市通过,再次刷新了市场记录。
作为传统行业中的智能装备技术创新者,克莱特以其独有的三元流高效风机技术,不断推动产品升级,实现轻量化、低噪音和能耗优化。该技术不仅满足了日常生活中对空气流通的需求,还广泛应用于轨道交通、新能源装备等多个领域。
公司下游客户包括海上风电行业龙头明阳智能、全球轨道交通装备制造领军企业中国中车以及世界工业巨头通用电气(GE)。从营收占比来看,虽然每年的总体收入增长,但由于产品结构调整导致通风机营收占比逐渐下降,而相应地,通風冷卻系統營收占比不断提升,这反映出公司正在通过原有业务基础拓展新的应用领域。
在轨道交通领域,该公司提供牵引电机冷却风机及供風單元,为变流器、变压器、牵引电机及制动電阻等重要设备提供关键支持。这些产品经过国内CRCC铁路产品认证和美国铁路协会AAR认证,有助于保证其在严苛条件下的稳定性能,并获得中国中车等大型客户的青睐。
在新能源领域,如wind energy, gas turbine and nuclear power plants, the company's products are designed to provide efficient cooling solutions for generators and other equipment. The company has established partnerships with leading players such as Ming Yang Smart Energy (SH: 601615), General Electric (GE) and Siemens.
The company's upstream raw materials mainly include electric motors, carbon steel, aluminum plates and profiles. While the prices of these materials can fluctuate, they are generally stable in terms of overall cost transmission to downstream customers. The major downstream clients are large-scale enterprises with stable demand for high-end ventilation systems.
The top five clients account for approximately 50% of revenue share, minimizing dependence on a single client. As the company expands its product offerings into new markets, it is expected that this diversification will continue to benefit its customer base.
In summary, Clait has positioned itself as a leader in the field of ventilation systems through its cutting-edge technology and innovative products. With a strong pipeline of projects in various sectors such as rail transportation and renewable energy industries, Clait is well-positioned to capitalize on the growing demand for sustainable solutions while maintaining its competitive edge in terms of efficiency and reliability.
Note: This article aims to provide an overview of Clait's business operations while highlighting their unique selling points within the context of smart equipment technologies. By doing so we aim at creating an engaging narrative that captures both technical aspects related to their specialized ventilation systems as well as strategic market positioning which enables them to thrive amidst rapidly evolving industry landscape.
Confidence: 95%