雙環傳動(002472.SZ):公司的工程機械領域目前主要以卡特彼勒、約翰迪爾等外資品牌為主
格隆匯11月2日丨雙環傳動(002472.SZ)投資者關係活動記錄表顯示,公司的工程機械領域目前主要以卡特彼勒、約翰迪爾等外資品牌為主。國內工程機械廠商這幾年發展得也非常快,公司也在緊密接觸。但從公司整個戰略來看,這不是最主要的賽道,目前公司的重點在於新能源汽車齒輪、民生齒輪等,公司的企業願景是改變齒輪行業自給自足的格局,成為全球精密傳動領導者,因此公司真正要做的就是努力讓主機廠的齒輪外包出來,團隊會花大精力提升公司的技術、質量、成本、交期等綜合競爭實力,努力去實現這一目標,現在看到一種曙光。
此外,工程機械領域對齒輪的要求並不是特別高,因此還是有成本優先考慮的屬性,目前外資客户對我們的依賴性相對要高一些,隨着國內工程機械廠商對品質追求的提升,未來雙環的競爭能力會更強。
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