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達豐設備(02153.HK):行業發展機會多 料收入在未來數年維持20至30%增長
阿思達克 07-05 12:16
達豐設備(02153.HK)行政總裁邱國燊於電話會議表示,考慮到國家政策、碳中和目標和持續城市化,相信收入至少在未來數年維持提升20至30%。至2021年3月底,公司在手項目有60個,在建項目有258個,他指,通常年底項目爲下年度的55%-60%收入,目前看到南部,特別是大灣區項目很多,認爲現在市場發展非常活躍。

他指,公司近期亦投得數個風電維修項目,十分看好該市場,因相信會有更多機組將進入需要頻繁維修的時間,會與廠家密切合作,同時會繼續留意中大型塔機設備發展,暫時沒看到擴展的設備服務的可能,但也一直在觀察其他設備市場。

財務總監王丹丹指,疫情對收入有短期影響,但平穩提升的趨勢無影響,公司會繼續加大成本研發投入,相信有助未來發展。去年成本控制不錯,除人工增加,其他都有下降,毛利亦得以由34%提升至34.5%。

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