亞鉀國際(000893.SZ):公司着力構建國際和國內雙循環、境內外聯動的銷售體系
格隆匯7月25日丨有投資者向亞鉀國際(000893.SZ)提問:公司目前的銷售體系是如何佈局的?
亞鉀國際回覆:公司着力構建國際和國內雙循環、境內外聯動的銷售體系,進一步增強公司的市場多元化優勢,並根據鉀肥市場行情,動態調整銷售策略。
1、在國際市場發展上,公司地處東南亞核心區域,在越南、泰國、馬來西亞、印度尼西亞四大東南亞重點市場設立銷售子公司/辦事處,逐漸建立起區域銷售團隊,通過與東南亞各化肥資訊網站合作、參加國際化肥展會等方式,加大公司推廣宣傳力度,增強品牌影響力與市場競爭能力。公司持續招募有戰略、有實力、有信譽的合作伙伴,共同打造產品競爭優勢、共享老撾鉀肥的發展成果,共創與農業農民共贏發展的新格局。6月24日,公司與泰國鹽化工龍頭貿易商KC集團簽訂《泰國市場供銷合作框架協議》;6月26日-6月27日,公司與三星集團簽署《全球市場鉀肥供銷合作框架協議》。公司將持續增強與具有全球影響力的戰略伙伴合作,豐富老撾鉀肥在全球市場的銷售體系,全面加速公司國際化發展進程。
2、公司積極佈局國內市場。我國是鉀肥消費大國,每年鉀肥需求量穩定在1600-1800萬噸,且隨着國家對糧食安全的重視、糧食增產的規劃以及消費升級,對鉀肥的需求也有穩步遞增。但由於國內資源稀缺和產能受限,每年進口依存度在50%以上,未來隨着資源量逐漸下降,進口比例或將進一步提高。因此,我國是國際各大鉀肥巨頭都不可放棄的市場。基於此,公司從去年開始佈局國內市場。雖然現在國內市場鉀肥價格相比東南亞等國際價格低,但從價格長週期來看,國內市場鉀肥價格與東南亞市場相比,忽高忽低是常態。
所以,國際市場與國內市場雙重佈局的銷售體系既是公司未來發展的需要,也是公司銷售體系的優勢。
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