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大元泵業(603757.SH):家用屏蔽泵領域公司高端產品新市場及新客户開發勢頭良好
格隆匯 07-21 15:45

格隆匯7月21日丨大元泵業(603757.SH)近日舉行電話會議時,有投資者問:公司未來業務佈局與發展如何?

答:(1)從目前形式看,家用屏蔽泵領域公司高端產品新市場及新客户開發勢頭良好,下游未來發展的指向性及方向性明確,因此在相關產品市佔率仍然較低的背景下,預計該領域業務空間充足,能夠繼續支撐未來公司業務的進一步發展;工業屏蔽泵領域隨着公司整體生產能力和工藝能力的不斷提升,公司能夠受益於國產替代進程,成長空間和路徑較為清晰;民用泵領域下游需求較為穩定,隨着供應端的逐步出清及新產線投產後製造能力的提升,公司將受益於行業集中的進程。上述業務預計將繼續是未來2-3年推動公司業務發展的主要動力。

(2)從煤改氣場景至節能性場景,公司兩次快速發展時期均是產品推動型,證明了公司在產品端具有前瞻性佈局,具備打造"爆款"的能力,目前公司基於現有技術優勢在液冷等工商業領域仍有較為豐富的產品儲備,在商用等新領域也有新的佈局,公司堅信在中長期的維度進行持續的產品投入和產品佈局能夠最終在市場端獲得相關客户的認可。

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