中材國際(600970.SH):1-3月新籤運維服務合同40.35億元 同比增長15%
格隆匯4月25日丨有投資者向中材國際(600970.SH)提問:最近兩年公司運維服務訂單持續增長,公司將如何提升運維服務業務的市佔率?
中材國際回覆:2022年,公司新籤運維服務合同146.85億元,同比增長66%;2023年1-3月,新籤運維服務合同40.35億元,同比增長15%。公司運維服務主要包含水泥生產線運維服務和礦山運維服務。
水泥生產線運維:公司將通過提升核心裝備份額和數字化、智能化改造等方式,增加客户黏性,與水泥企業開展更全面的合作。境內主要通過裝備拉動維修、備品備件業務;境外機會主要集中在技術人員欠缺、專業化程度低的地區新建生產線上。2022年公司完成收購智慧工業,加快向運維服務商轉型。
礦山運維:由於國家對礦山開採安全、環保方面的要求日益嚴格,大、中型礦山業主在缺乏相關專業技術和設備的情況下,傾向於僱傭經驗豐富、專業能力突出的公司協助開展礦山開採服務。下一步中材礦山將進一步提升國內石灰石礦山運維的市場份額,拓展國內骨料礦項目,與中材國際協同出海,加大海外業務佔比,提升市佔率。
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