國檢集團(603060.SH):2023年有信心在內生髮展方面取得較好發展,此外繼續穩步推進外延式發展,力爭實現超預期突破
格隆匯3月1日丨國檢集團(603060.SH)於2023年2月28日15:00-17:00接受機構調研時表示,相較於2022年,我們認為2023年整體上的宏觀經濟環境以及有關經濟政策有利於產業發展和經濟活躍,對技術服務業整體有利。公司將保持戰略定力,按照“十四五”發展戰略和目標,緊抓高質量發展和科技創新兩條主線,聚焦主業,堅定市場導向,紮實推進各項生產經營和市場開拓工作,主要包括以下方面:
第一,工程檢測領域,房地產政策及預期逐步改善;既有建築檢測業務市場規模持續增長;基建市政穩增長,公司在水利、公路交通、軌道工程等領域的檢測已有較多佈局,會努力抓好市場機遇;
第二,環境檢測領域,14家單位入選國務院土壤“三普”檢測實驗室;北京、山西、內蒙、新疆、西安等企業2022年內已經開展試點期任務;試點期間相關收入達2000萬元,預計整體收入達億元規模;
第三,雙碳業務領域,穩健增長中等待政策深化,2023年6月公司牽頭承擔的“重點原材料行業碳達峯、碳中和公共服務平台”將通過驗收,公司將以此為契機,繼續發揮公司在低碳領域的技術服務優勢;
第四,隨着鋼鐵、水泥等行業陸續回暖,智能製造以及綠色化、智能化、數字化發展是確定性方向,公司將抓好有關市場機遇;
第五,公司將繼續提升集團管控和協同水平,推動區域化管理和事業部管理,優化資源配置,降低管理成本,同時加強人才隊伍建設,加強青年幹部培養與掛職交流,進一步提升發展質量;
第六,基於前述業務分析及管理提升措施,2023年我們有信心在內生髮展方面取得較好發展,此外,公司將繼續穩步推進外延式發展,力爭實現超預期突破。
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