徐工機械(000425.SZ):出口市場依然能保持較好的增長
格隆匯5月8日丨徐工機械(000425.SZ)於2023年5月5日14:30-16:30舉行業績説明會,有投資者問:2022年海外分產品、分區域銷量或銷售額,今年海外市場展望?
答:您好,公司出口佔有率提升2.42個百分點,八個大區全面增長,亞太區、中亞區、非洲區、美洲區、歐洲區、西亞北非區、大洋洲區、南美八國分別增長60.2%、68.82%、35.97%、217.94%、195.11%、27.19%、19.10%、99.29%。重點產品大幅增長,挖掘機械、中大裝載機、輪式起重機、礦山機械、路面機械收入分別增長48.56%、31.45%、74.05%、256.2%、24.87%。基於經濟持續恢復以及當前工程機械出口市場的良好趨勢,出口市場依然能保持較好的增長。中長期看,首先,對國產品牌來説海外市場具有成長性特徵,而且隨着海外經濟活動的正常化,海外市場壓抑的需求將持續釋放;其次,隨着國產產品品質的提升,國內企業在海外的渠道佈局的日趨完善,國產品牌相比外資品牌綜合競爭力在提升,海外市場滲透率也會提高。最後,從在主要出口市場佔比情況看,大部分產品仍有很大的提升空間。總體來説,十四五期間,國產品牌行業海外市場銷量有望保持增長趨勢,是工程機械行業的重要增大點。
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