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華明裝備(002270.SZ):公司在35kV-220kV市場佔比較大
格隆匯 06-08 08:03

格隆匯6月8日丨華明裝備(002270.SZ)接受機構調研、現場參觀,就“國內市場佔比很高,未來的增長空間在哪裏?”

公司回覆稱,首先是市場本身需求在增長,特別最近幾年發展速度較快,長期來看只要經濟規模在增長,社會總用電量在增加,電力設備一定會長期保持穩定的自然增速,同時各個產業週期也會疊加額外增速;此外公司在35kV-220kV市場佔比較大,但在500kV及以上市場本身的市佔率較低,因此存在一個存量替代進口的空間。公司所處的行業是一個國外已經發展了六十年以上,公司發展至今也有三十多年的一個市場,這已經不是一個新生的市場新生需求了,我們在今年一季度依然可以實現同比接近30%的收入增速,50%以上的扣非利潤增速,長期來看有理由相信在更長的未來也會有這樣的發展機會。當經濟總量和用電需求不斷達到一個新的水平的時候,對電力設備的需求是始終會存在的。

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