品茗科技(688109.SH):公司智慧工地業務整體毛利率一般在55%-60%之間
格隆匯9月13日丨品茗科技(688109.SH)接受特定對象調研時表示,公司智慧工地業務整體毛利率一般在55%-60%之間,產品結構的變動導致毛利率在一定區間內小幅波動。
公司智慧工地業務在2022年之前一直保持40%左右的年增長率,2022年在行業景氣度下行及突發公共衞生事件影響的情況下,仍實現7%的增長。現階段,施工企業數字化轉型需求愈發強烈,智慧工地市場空間廣闊,仍處於行業快速發展階段,公司智慧工地產品、解決方案及口碑在行業具備一定競爭優勢。
在智慧工地業務,一方面公司將持續快速拓展業務,通過全國營銷網絡建設,不斷擴大業務規模,實現規模效應;另一方面,公司不斷增強產品競爭力以提高毛利率。公司將繼續產品創新投入,以及前期在APaaS平台的偏基礎的投入將陸續釋放、轉化成果,提升智慧工地產品的軟件核心價值,增強產品競爭力。基於此,智慧工地業務的整體毛利率水平將得以改善並保持穩定。
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