中鐵工業(600528.SH):目前在手訂單充裕,較上年同期有較大增幅
格隆匯10月12日丨有投資者在投資者互動平台向中鐵工業(600528.SH)提問,“軌交行業景氣度上修明確,五一鐵路客運量達到歷史高峯,今年中國中車在手訂單,合同負債雙雙實現高增,公司在手訂單與合同負債是否也有大幅增長,另外公司在一帶一路背景下如何發揮公司的先發優勢,是否能開拓出更廣闊的市場份額”
公司表示,公司目前在手訂單充裕,較上年同期有較大增幅。公司是全球領先的地下工程裝備和軌道交通裝備生產製造企業,所研製的盾構機/TBM、鐵路道岔、鋼橋樑、特種工程機械等產品已遍及全球六大洲40多個國家和地區,特別是作為“中國名片”的盾構機/TBM產銷量已連續6年位居世界第一,是我國出口海外盾構機/TBM數量最多、市場佔有率最高、品牌知名度最強的企業。
2023年上半年,公司海外新籤合同額完成16.31億元,同比增長53.78%;其中,盾構機/TBM業務新籤合同額完成8.54億元,同比增長51.25%,海外市佔率超過20%,在歐洲、東南亞等區域新中標了城市軌道交通、高速鐵路、高速公路等大直徑盾構機訂單,並與德國、意大利、法國等發達國家建築承包商形成了良好的合作關係。未來,公司將在“一帶一路”倡議背景下,積極實施國際化戰略,密切關注和跟蹤相關項目,持續加強海外市場拓展,推動中國高端裝備更多地“走出去”。
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