中國通號(688009.SH):海外業務毛利率波動主要是因為目前我們承攬的海外項目規模相對公司國內業務而言還比較小
格隆匯12月11日丨中國通號(688009.SH)投資者關係活動記錄顯示,海外業務毛利率波動主要是因為目前我們承攬的海外項目規模相對公司國內業務而言還比較小,海外營業收入僅佔公司總體收入的3%左右。毛利率受到項目實施週期、階段影響,從定期報表上看有波動。
從我們“出海”的經驗上看,通過一個個在海外建設的優秀項目,國外越來越多政府機構瞭解到中國高鐵技術的優越性,安全、可靠、效率。國外的越來越多老百姓也體會到高速鐵路建設帶給他們的是實實在在的方便,以及幸福感。他們越來越認可中國的技術水平,我們對海外高鐵建設的發展充滿信心。 "一帶一路"建設和中國通號軌道交通列控技術先進的技術水平和實施經驗,都將為中國通號海外業務的拓展擴大競爭優勢。
目前,公司海外市場主要跟蹤“一帶一路”、G2G項目,這類項目的甲方多數為國內客户,風險相對較低;對於其他項目,公司堅持穩中求進總基調,一方面會持續提升自身經營能力,完善市場佈局,夯實屬地化經營,積極拓展增量市場,另一方面也會綜合研判外部影響因素,不會因為追求市場規模而貪功冒進。
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