華明裝備(002270.SZ):現在海外市場呈現出一個需求較好的狀態,很多下游客户訂單都排的非常滿
格隆匯10月17日丨華明裝備(002270.SZ)在投資者關係活動上表示,現在歐美市場在能源轉型的大背景下,都在尋求替換傳統能源,使用電力作為能源;歐美的一些電網設備已經非常老舊,到了不得不改造的時期;人工智能、數據中心的發展導致耗電量巨大;海外的新能源風光儲也在加速建設等原因,因此歐美市場對於電力設備的需求也相應增加,我們預計歐美市場將呈現出火爆的狀態。東南亞市場雖然空間相對小一點,但是應該是目前全球經濟增速最快的市場,因此未來會有很大的潛力。公司現在重點佈局的市場有東南亞、美國、土耳其、歐洲等市場。公司現在海外市場的市佔率還比較低,但是我們也看到現在海外市場呈現出一個需求較好的狀態,很多下游客户訂單都排的非常滿,預計這個需求可能還會持續較長的時間,因為海外整體供應鏈交付速度的問題,中國的電力設備產業鏈正在快速的走出去。公司產品中直接出口和間接出口的都會有,從2022年開始間接出口的增速越來越快,今年上半年也保持了很快的增速,未來不排除在短期間接出口增速會持續大於直接出口增速的可能性。
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