森鷹窗業(301227.SZ):上半年公司大宗業務在手訂單相對較為充沛
格隆匯7月19日丨森鷹窗業(301227.SZ)在投資者關係活動記錄表顯示,今年上半年,宏觀經濟環境不確定性增加,房地產市場也尚在恢復期,但公司大宗業務在手訂單仍然相對較為充沛。房地產行業景氣度對大宗業務產生的影響,主要在訂單的轉化週期延長。在當前的行業背景下,公司更加關注大宗業務的穩健發展和收入質量。對於大宗業務除了重點關注客户資質、付款條件、回款週期等,也會關注該項目的附帶價值,比如是否有利於區域的品牌推廣、市場滲透及項目代表性。在零售業務的立品策略上,鋁包木窗正在進行產品的升級迭代,縮減SKU。
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