華明裝備(002270.SZ):今年海外市場需求非常旺盛,很多下游客户訂單都排的非常滿
格隆匯9月13日丨華明裝備(002270.SZ)於2023年9月11日接受特定對象調研,就“如果不考慮俄羅斯市場,今年海外的情況?”,公司回覆稱,今年海外市場需求非常旺盛,很多下游客户訂單都排的非常滿,當然目前公司在海外市場的市佔率還比較低。即使不考慮俄羅斯市場的影響,公司海外今年也保持了增長。公司預計海外需求長期可以保持旺盛的狀態,但考慮到去年同期可比屬於較低的基數,因此對今年下半年和明年增速的判斷不適合使用上半年為參數去線性外推。
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