大連重工(002204.SZ):公司在曲軸產品定價上幾乎與進口產品持平
格隆匯10月13日丨大連重工(002204.SZ)接受特定對象調研時表示,國內曲軸產品起步略晚,技術隨着十數年的更新已經與國外品牌持平,但是成本均劣於國外競爭對手。曲軸主要成本為原材料(毛坯),國外曲軸廠均有自己的原材料供應渠道,而國內曲軸廠的原材料在初期均採用進口的方式。隨着原材料供應的壓力劇增,國內企業在近兩年時間逐步突破了一些技術壁壘,提供了部分國產原材料,在價格上起到了一定製衡作用,但難以完全替代進口毛坯。
隨着航運價格的上升,國內產品的地域性優勢凸現出來,國外產品的運輸成本倍增。由於曲軸市場的特殊性,為了保障市場佔有率,因此公司在曲軸產品定價上幾乎與進口產品持平。
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