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耐普礦機(300818.SZ):目前鐵礦的客户主要是中信重工

格隆匯6月2日丨耐普礦機(300818.SZ)接受機構調研,就“公司的主要收入來自銅、金、鋰、鐵,國內出現鐵礦增產後,我們的佔比是否有提升?”

公司回覆稱,國內鐵礦主要集中在河北、遼寧、四川,很多鐵礦由鋼鐵公司控制,他們可以自己生產金屬備件(自產自銷)。

但是由於鋼鐵公司要新增大量的產能,資本開支大幅增長,會大量採購整機,對公司渣漿泵跟管道會有利好,帶來一個3~5年的長週期的景氣。

目前我們鐵礦的客户主要是中信重工,我們銷售給中信泰富在西澳鐵礦,另外太鋼、攀鋼也部分用我們公司的備件。

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