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安孚科技(603031.SH):未來南孚的鹼性電池產品在國內零售市場還有較大成長空間

格隆匯9月11日丨有投資者向安孚科技(603031.SH)提問:南孚電池未來的成長性如何?

安孚科技回覆:隨着人民生活水平的不斷提高,中國家庭的用電器數量穩定增長,包括家用電器,電動玩具、智能家居和家用醫療設備等,從而帶動一次鋅錳電池市場每年穩定增長。

鋅錳電池分為鹼性電池和碳性電池,由於鹼性電池比碳性電池效能高5-7倍,因此國家大力支持鹼性電池替代碳性電池,目前中國鹼性電池和碳性電池基本各佔50%的市場份額,而發達國家鹼性電池市場佔有率普遍超過80%,國內鹼性電池還有較大的成長空間,南孚電池在國內鹼性電池的零售市場佔有主要份額,未來南孚的鹼性電池產品在國內零售市場還有較大成長空間。

中國鹼性電池的出口市場多年來保持穩定增長,國內主要廠家主要以OEM形式,南孚也將發揮多年積累的技術和供應鏈優勢,通過不斷研發,提高產品性能和降低生產成本,提高OEM的市場份額,從而促進收入和利潤的增長。

在非電池產品銷售方面,南孚有非常強的渠道能力,南孚在全國有200萬+的零售終端,南孚將利用終端渠道優勢和多年積累的零售市場經驗拓展非電池消費品的代理銷售業務,目前公司在代理泰國紅牛飲料產品方面取得了很好的效果。未來還將開拓更多零售消費品的代銷業務。

在新產品方面,南孚也在積極研發和開拓小型物聯電池、TWS鋰電池、鈕釦電池和紙片電池等物聯電池產品,隨着萬物互聯時代的到來,這方面未來也將有很大的增長空間。

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