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華明裝備(002270.SZ):公司處於電力設備行業中的細分市場
格隆匯 06-26 07:52

格隆匯6月26日丨華明裝備(002270.SZ)近期在接待機構調研時表示,公司產品的規格種類較多,涉及到上萬種零件、數千副模具和更多的生產工藝來配套,產品涉及冶煉、焊接、複合材料、機械、高壓電氣、電力學等,屬於多學科複合應用。從產品本身屬性上來説也多是應用在少數關鍵的領域,客户對產品的可靠性要求非常高。公司處於電力設備行業中的細分市場,目前的市場容量相對有限,大的資本參與動力不足;同時產品的規模效應也比較明顯,因此小廠很難把產品做到極致。同時中國市場特殊的集中度優勢和過去三十年的快速發展也是公司可以立足於這個市場的原因之一,目前來看這樣的競爭格局很難發生變化。

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