三一重工(600031.SH)：公司電動攪拌車、電動自卸車、電動起重機、電動泵車銷售市佔率均居行業第一
格隆匯12月4日丨三一重工(600031.SH)在互動平台表示，短期股價波動受到宏觀經濟、市場情緒等多種因素的影響。2023年年初以來，國內工程機械市場仍處於下行調整期，一是對2016年開始的新一輪增長的調整，二是對2020年“超補償”反彈的調整，市場需求大幅下降。海外工程機械市場分化，北美、中東、歐洲等區域的部分國家增長較為強勁，東南亞等區域市場景氣度相對較低；根據中國工程機械協會數據，第三季度，工程機械出口放緩，挖掘機械出口出現負增長。 公司堅持高質量發展，提升盈利能力，加大回款力度，提高現金流，堅持價值銷售政策，增強風險控制。前三季度，高質量發展政策顯現積極作用，公司產品毛利率整體上持續提升，歸屬於上市公司股東的淨利潤40.47億元，同比增長12.5%；公司經營穩健，在外貨款控制良好，回款率提升，前三季度經營淨現金流50.62億元，同比增長45%。 工程機械行業處於長期的技術上行週期，第四次工業革命和第三次能源革命疊加，世界正處在一個前所未有的超級技術窗口期，國際化、電動化、智能化成為行業共識，工程機械行業前景依然廣闊。 公司積極推進全球化、低碳化、數智化三大戰略，加強研發創新，推進製造平台變革。前三季度，公司實現海外銷售收入324.97億元，同比上升25.57%，海外銷售收入佔主營業務收入的59.85%。 公司全面推進產品電動化開發及核心技術研究，致力於打造高品質、低電耗、高體驗的電動化產品，引領行業電動化趨勢，前三季度，公司電動化產品收入逆勢增長，在當前可商業化落地的電動化工程設備領域，公司均取得行業領先地位，例如，公司電動攪拌車、電動自卸車、電動起重機、電動泵車銷售市佔率均居行業第一。 在數智化戰略方面，大力推進智能產品、智能製造、智能運營，包括智能製造全球化佈局、製造平台化、工業互聯網建設、智能化樣板打造、智能化技術研發、智能服務平台方案等。 公司實時關注資本市場的情況，對企業長期發展有信心。
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