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康斯特(300445.SZ):目前公司數字化平台業務的重點不在銷售端,而是在產品性能的提升
格隆匯 07-19 20:22

格隆匯7月19日丨康斯特(300445.SZ)近日接受特定對象調研,就“未來SaaS的收入在電力行業體量能有多大?”,公司回覆稱,電力系統應用需求方面,一般一個發電集團會有幾十個廠,數字化平台每個廠的單套在十幾萬至上百萬不等。目前,公司數字化平台業務的重點不在銷售端,而是在產品性能的提升,僅是擴大收入規模但低利潤的模式不是我們的發展方向,因此整體預計還要花費兩年時間改造整合,逐步上量貢獻利潤。公司不擔心市場,數字化平台未來的市場需求量很大。

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