中密控股(300470.SZ):國際業務2022年收入創新高,收入連續幾年保持50%以上增速
格隆匯6月20日丨中密控股(300470.SZ)近期在接待機構調研時表示,從現階段的情況來看,今年主要的增長點,第一是對於公司具有傳統優勢的石油化工領域,由於經濟活躍度比較高,公司認為國內的增量市場應該會維持在相對穩定的水平,隨着公司前期增量業務逐步轉化為存量業務,公司存量業務會保持小幅穩定增長,公司在該領域相應也會維持一個相對高位的穩定業績。第二是國際業務,國際業務2022年的收入創新高,收入連續幾年保持了50%以上的增速,大量的在手訂單也為今年國際業務的持續增長奠定了基礎,國際業務的增長會是未來公司業務增長中最重要的一塊。
第三是核電領域,據我們分析,未來3~4年公司在核電領域市佔率快速提升可以説是一個確定性比較高的事件。核電領域的機械密封以前幾乎全是進口,隨着近幾年國際形勢的複雜化,業主自上而下的國產化意願迫切;核電領域的業主比較集中,且公司在國內核電領域幾乎沒有競爭對手,根據我們的經驗,在這樣的領域突破後,市場佔有率的提升往往比較快;公司在核電領域已經有各種類型的大量試用訂單,因為國產化的緊迫性,今年大部分訂單會完成試用,試用結束後一旦鑑證通過,就會進入正常備件採購階段,核電領域帶來的增長值得期待。另外,造紙、製藥、水處理等新拓展的領域應該也會為業績增長帶來一定助力。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.