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匯川技術(300124.SZ):對於通用自動化業務,變頻器、伺服等產品已取得較好的市場份額,在整體市場看,仍有足夠的增長空間
格隆匯 05-17 10:50

格隆匯5月17日丨匯川技術(300124.SZ)近期接受機構調研、或召開電話會議、參加券商策略會,問答環節中,就“針對自動化業務,今年一季度從競爭方面看,公司的競爭格局和份額是什麼樣的?中長期進一步拿份額的驅動因素是什麼?”,公司回覆稱,目前還沒有短期的競爭格局的更新數據。

一季度從行業需求來看,基於宏觀經濟的影響,下游需求仍表現得較為疲軟。但越是在外部環境困難的時候,匯川識變、抓變的能力越是能夠凸顯。這兩年,公司做了較多組織的調整以及市場的延展,這樣的佈局更多地是在規模變大的同時搭建更敏捷的組織,應對市場變化。在這樣的變化中,公司有信心持續提升各細分產品的市場份額。

對於通用自動化業務,公司變頻器、伺服等產品雖然已經取得較好的市場份額,但在整體市場看,仍有足夠的增長空間,進一步提升份額的驅動力主要來自:①加強散單市場的突破,通過代理商賦能以及品牌運作提升散單市場的佔有率;②聚焦行業TOP客户,通過組織的調整做好TOP客户的份額突破和提升;③面向項目型市場尋求存量市場外資品牌的產品替代機會以及基於“雙碳”戰略下的節能市場做好產品和解決方案的切入。

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