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华明装备(002270.SZ):今年海外市场需求非常旺盛,很多下游客户订单都排的非常满
格隆汇 09-13 17:36

格隆汇9月13日丨华明装备(002270.SZ)于2023年9月11日接受特定对象调研,就“如果不考虑俄罗斯市场,今年海外的情况?”,公司回复称,今年海外市场需求非常旺盛,很多下游客户订单都排的非常满,当然目前公司在海外市场的市占率还比较低。即使不考虑俄罗斯市场的影响,公司海外今年也保持了增长。公司预计海外需求长期可以保持旺盛的状态,但考虑到去年同期可比属于较低的基数,因此对今年下半年和明年增速的判断不适合使用上半年为参数去线性外推。

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