華新水泥(600801.SH):現在華新主推一體化的商業模式
格隆匯9月22日丨有投資者向華新水泥(600801.SH)提問:公司如何看待混凝土行業競爭格局及應收賬款問題?
華新水泥回覆:(1)隨着水泥散裝率超過50%的時候,混凝土業務就進入快速增長階段,也是進入混凝土行業的最佳時機。華新是在2005年開始進入混凝土行業,現在華新主推一體化的商業模式,使我們的混凝土業務具備強勁的競爭優勢。(2)以前中國水泥、骨料業務也是賒賬模式,但逐步被包括華新在內的龍頭企業改變並形成現在現款現貨的商業模式。混凝土目前賒銷的商業模式也需要頭部企業去改變它。華新控制應收賬款的做法:在一體化商業模式下主推現款現貨的商業模式,通過選擇客户、內部信用控制等系列方法降低應收賬款。
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