華明裝備(002270.SZ):不會比海外的競爭對手有明顯劣勢和差距
格隆匯7月12日丨有投資者向華明裝備(002270.SZ)提問:公司特高壓產品與競爭對手的差距?
華明裝備回覆:從技術和製造能力上來説,公司不會比海外的競爭對手有明顯劣勢和差距,本身分接開關產品對安全性要求比較高,其又是特高壓領域關鍵核心設備,也涉及到國家安全層面的問題,因此我們需要自主掌握關鍵核心設備的技術。華明的發展本身是一個不斷實現進口替代的過程,從基礎電壓等級不斷覆蓋到現在的特高壓,一旦我們能夠替代進口產品,我們會形成自己的競爭優勢。
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