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鼎陽科技(688112.SH):今年二季度海外的接單情況呈現出加速的態勢
格隆匯 09-18 10:11

格隆匯9月18日丨鼎陽科技(688112.SH)接受特定對象調研時表示,近兩年受益於國產替代政策驅動,境內市場的營收大幅增長,2021 年、2022 年境內市場主營業務收入同比分別增長 66.71%、73.49%;2023 年上半年,境內市場的營業收入同比增長 93.30%,均遠高於公司整體營收增長水平。海外保持了比較穩定的增長趨勢,相對於一季度,今年二季度海外的接單情況呈現出加速的態勢。公司一直以來海外市場佔比較高,因此會有一定的加速,公司有信心實現全球整體的持續增長,以上是海外整體的情況。

更加細分來看,基於公司在全球範圍內品牌、客户和渠道的長期積累,在歐洲,美國、北美、亞非拉等區域,公司新推出的高端產品整體增長表現非常優異,在部分區域的增速甚至遠高於中低端產品,為未來業績的恢復性增長奠定了堅實的基礎。

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