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青鳥消防(002960.SZ):2022年青鳥+久遠國內通用報警合計20-25億收入 總體平穩有增
格隆匯 06-14 07:45

格隆匯6月14日丨青鳥消防(002960.SZ)舉行路演活動,問答環節中,就“公司佈局的海外、高端等等新興業務領域,這個屬於目前還在鋪墊階段,還是説已經開始進入正常放量階段?公司有沒有評估過通用、疏散業務針對新增地產項目的敞口?價格戰的情況會緩解麼?針對存量更換的市場,公司的銷售策略、產品方案是不是和傳統產品不一樣的?”

公司回覆稱,海外:目前已經進入了厚積薄發的階段,2022年收入近5億、佔比近11%,未來3-5年預計佔比總收入能進一步提升,海外的品牌都是採取在當地的本土化運營戰略。工業:2016年啟動,2020年工業端的產品體系基本完善,2021年開始正式進入銷售元年,2022年以鋼鐵石化、地鐵軌交、中高端製造、電力儲能為主要切入領域,總髮貨3億左右,預計未來3-5年工業端業務會成為一個很重要的增長引擎。

2022年,青鳥+久遠的國內通用報警合計20-25億收入,總體平穩有增,未來對於客户會有所選擇,如價格太低或回款不好的會有所節制;國內市場約30%左右是存量改造、70%左右是新增,對於改造更換的需求,公司一方面是很早就和消防維保公司打交道,做好鋪墊;另一方面,對於改造更換的項目,與新增項目的獲取渠道不同,公司有不同的業務模式應對。

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