華菱線纜(001208.SZ):自主研發生產的高性能採煤機電纜,rov機器人用柔性臍帶纜等均實現了進口替代
格隆匯5月31日丨華菱線纜(001208.SZ)召開電話會議,互動問答環節中,就“關於進口替代的問題,哪幾個國外品牌還在國內有優勢?主要是在什麼細分領域?這部分國產替代的空間有多大?”
公司回覆稱,公司自主研發生產的高性能採煤機電纜,rov 機器人用柔性臍帶纜、航空航天用輕型導線、宇航員用電纜、礦山裝備用拖曳電纜等均實現了進口替代。目前,在高端線纜領域,國外品牌佔據較大市場份額。依照當前趨勢,企業接受國產替代進口的意願度有所增強,市場潛力較大。
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