華明裝備(002270.SZ):今年海外市場和國內市場的整體需求都保持了穩定增長的態勢
格隆匯10月12日丨華明裝備(002270.SZ)接受特定對象調研時表示,今年海外市場和國內市場的整體需求都保持了穩定增長的態勢。從往年來看,下半年收入都會高於上半年的收入規模,今年也延續了這一趨勢。目前在三季度結束看,我們認為行業的需求趨勢沒有太大變化,並且預計海外市場增長的持續性和確定性會非常高,國內的情況今年來以來訂單也是每個季度同環比都在增長,尤其是三季度去年是一個非常高的點,今年同比也保持增長,説明市場需求層面目前趨勢保持的不錯。
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