匯川技術(300124.SZ):公司電梯業務穩健增長
格隆匯7月25日丨匯川技術(300124.SZ)近期在接待機構投資者調研時表示,公司智慧電梯業務,整體跟房地產發展關聯較大;近年來,房地產行業調控影響了電梯行業需求。公司的電梯業務表現出穩健增長,主要驅動力來自:
(1)跨國企業份額的提升:公司電梯變頻器、一體化產品向跨國企業中的可達客户進行導入,從而逐漸提升公司產品在跨國大客户中的份額。
(2)海外市場的增長:公司電梯業務在歐洲、印度等市場已經取得較好的拓展,伴隨公司國際化戰略的推進,電梯事業部會加大電梯產品及解決方案在海外市場的拓展力度。
(3)電梯電氣整體解決方案的進一步滲透:公司面向整梯廠客户提供包括控制系統、電梯變頻器、人機界面、門機和電纜在內的全套解決方案,這兩年整體大配套方案在國內和跨國企業等客户的業務,增長較快。
總體説來,雖然智慧電梯業務的外部環境有一定壓力,但上述策略的實施會作為公司電梯業務繼續穩健增長的有力保障。
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