埃斯頓(002747.SZ):作為工業機器人的國產龍頭企業,產品進入各個主流應用市場
格隆匯5月22日丨埃斯頓(002747.SZ)近期接受機構調研,交流環節中,就“如何應對外資產品價格競爭的問題?”,公司回覆稱,隨着國產品牌機器人廠商的綜合能力及品牌影響力的提升,國產替代是大勢所趨。公司作為工業機器人的國產龍頭企業,產品進入各個主流應用市場,與外資品牌展開正常市場競爭是必然的,目前公司整體上與外資品牌存在一定的價差。隨着公司產品得到更多的市場應用、在優勢行業的市場佔有率不斷提升、品牌影響力逐步加強,公司在光伏、金屬加工等行業已經建立了自己獨特的競爭優勢,國產替代的優勢正在逐步展現,外資產品的價格競爭會帶來短期的擾動但不會造成中長期的影響。
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