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中望軟件(688083.SH):整體宏觀經濟形勢對公司經營的影響有限
格隆匯 06-25 10:03

格隆匯6月25日丨中望軟件(688083.SH)於2023年5月至6月,公司投資者調研活動採取包括特定對象調研、分析師會議等多種形式進行,共計33人蔘會。

互動交流中,就“請問目前製造業恢復緩慢對公司經營的影響如何?”

公司回覆稱,目前國內製造業整體呈現弱復甦的態勢,來自制造業的中小企業經營平穩,軟件採購預算並未如市場預期出現顯著提升的情況。由於公司目前的主要客户羣體仍以中小企業為主,因此公司的營收增長速度也在一定程度上受到影響。

但與此同時,由於目前公司佔有的市場份額相對較低,宏觀經濟形勢對公司整體經營情況造成的影響有限。公司的營收增長動力,更多源自公司多條產品線的性能提升以及公司銷售團隊實力的增強。

此外,公司主要通過提供更具性價比的CAD產品,替換客户已在使用中的海外龍頭友商的高價產品,從而獲取收入。儘管部分中小企業客户受限於軟件採購預算,在CAD產品上的投入規模不及預期,但對於行業龍頭企業客户來説,預算壓力同樣存在。在此背景下,公司的高性價比產品較過往更容易進入此類客户的視野。綜上,整體宏觀經濟形勢對公司經營的影響有限。

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