瑞可達(688800.SH):未來公司海外市場收入佔比將會持續提升
格隆匯10月12日丨瑞可達(688800.SH)接受特定對象調研時表示,隨着更多的公司宣佈進入新能源汽車連接器領域,加上現有的競爭對手,行業的競爭壓力在逐步加大。公司目前產品應用領域主要是新能源汽車及儲能、通信、工業軌道交通及醫療等領域,公司未來將順應行業發展趨勢,繼續強化新能源領域的產品研發及產品供應能力,產品主要涵蓋電動汽車、風電、光伏、氫能、儲能以及充電設施等領域,使其成為公司未來業績增長的強勁動力。
在通信領域,公司繼續拓展通信產品在5G通信、服務器、交換機設備、數據中心的業務拓展,擴大海外市場份額;同時關注通信技術在新能源汽車智能駕駛新場景下的業務拓展,確保智能網聯連接器各系列產品的產品競爭力和市場佔有率不斷提升。在工業領域,公司還將大力拓展連接器產品在軌道交通、機器人、醫療器械等行業的應用。
公司也積極實施為客户推出整體解決方案的戰略以及海外市場戰略,專注於國內合資品牌和海外品牌的拓展,從長期來看,未來公司海外市場收入佔比將會持續提升。
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