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華明裝備(002270.SZ):相信未來公司還將繼續成長
格隆匯 07-12 18:01

格隆匯7月12日丨有投資者向華明裝備(002270.SZ)提問:我們不斷增長的動力來自於哪裏,是來源於新能源的增長,還是網內投資的增長?

華明裝備回覆:首先,公司所處的行業本身有一個長期自然增長率,只要經濟規模在增長,社會總用電量在增加,電力設備投資一定會長期保持穩定的自然增速,通常是GDP增速的1.5倍左右。其次,除了自然增速以外,我在每個產業週期也會疊加額外增速,只是在經濟發展的不同階段會有不同的側重點,例如現在增速比較明顯的是這一輪新能源投資帶來了大量的需求,同時這種需求又會影響到電網和配套的各行各業。歷史上,我們也經歷過不同的產業週期,例如08年的大基建,後面的高鐵建設高峯期等等,這些某一個時期產業週期會帶來新的需求。另外,公司在國內500kV及以上市場本身的市佔率較低,存在一個存量替代進口的空間。而海外我們還有巨大的市場公司需要去爭取。

公司2015年上市的時候我們已經是一家發展了20多年的企業了,至今8年的時間公司電力設備的銷售額一直在提升,我們相信未來公司還將繼續成長。

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