億聯網絡(300628.SZ):下游銷售數據呈月度環比增長的趨勢,經銷商的庫存也基本回歸正常業務水平,是較為積極正向的反饋
格隆匯6月1日丨億聯網絡(300628.SZ)於2023年5月接受機構調研、現場參觀或參加分析師會議、券商策略會等等,交流環節中,就“當前海外市場的需求情況?”,公司回覆稱,目前海外宏觀環境對全行業都有一定的壓力,但總體而言,在混合辦公趨勢下,企業提高溝通協作效率的投入從中長期來看是非常明確和堅定的。我們也在盡力創造相對優勢,在持續的推新品、發展新渠道,為後續業務做鋪墊。同時,公司當前也受益於高性價比優勢,獲得了更多客户測試和導入的機會。
從銷售層面來看,雖然目前經銷商對做庫存比較保守,但下游銷售數據呈月度環比增長的趨勢,經銷商的庫存也基本回歸正常業務水平,是較為積極正向的反饋。
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