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康斯特(300445.SZ):從未來拓展來看,上游主要拓展高端傳感器,下游主要拓展各類表及變送器
格隆匯 07-19 20:08

格隆匯7月19日丨康斯特(300445.SZ)近日接受特定對象調研,就“公司產品集中在壓力、過程信號、温濕度儀器儀表領域,現有產品市場空間是國內40億,全球200億嗎?”,公司回覆稱,公司主要有涵蓋幾個大類業務及規劃:壓力+温濕度+數字化平台(SAAS產品)+傳感器垂直產業。

壓力:除了現有的校準檢測設備外,也正逐步向上下游擴展。1)下游:做現場用壓力儀表,目前樣機正在測試階段;2)上游:高精度MEMS壓力傳感器,我們主要做高精度,除了自用外,其他應用場景還包括在民航、氣象等。

温濕度:主要產品是温濕度標準儀表和過程校驗儀,未來過程校驗儀表還將會進一步拓展企業運營維保場景。

數字化平台(SaaS產品):順應國家數字化轉型政策與客户實際需求,2022年與明德軟件合作,正式開始涉足SaaS產品,公司現有檢測產品的不少客户對SaaS系統均存在潛在需求。

從未來拓展來看,上游主要拓展高端傳感器,下游主要拓展各類表及變送器,並通過數字化平台業務進一步釋放市場空間。

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