天潤工業(002283.SZ):出口業務佔比現在基本上達到20%
格隆匯7月11日丨天潤工業(002283.SZ)近期在接待投資者調研時表示,公司經營情況與行業週期變化同步,今年重卡行業相關企業上半年業績都比較不錯。今年國五車的庫存消化完畢、經濟以及運輸物流的復甦都給重卡行業一個拉力,前三年雖然國際形勢不好,還受疫情影響,還有能源升價,原材料升價,但是整個重卡行業的所有核心的頭部企業出口業務都是增長的,包括我們的出口業務佔比原來也就在10%左右,現在基本上達到20%。
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