科達製造(600499.SH):目前陶瓷機械海外訂單佔比超60%
格隆匯1月3日丨有投資者向科達製造(600499.SH)提問:陶瓷機械海外銷售情況?
科達製造回覆:2023年前三季度國內陶瓷機械業務受房地產市場影響較大,海外市場相對平穩。目前,陶瓷機械海外訂單佔比超60%,海外收入持續提升,與國內收入持續接近。從海外市場銷售情況來看,印度、非洲、中東等國家及地區佔比較高,主要集中在發展或者新興國家,歐美高端市場市佔率較低。
從需求增長潛力來看的話,東南亞潛力比較大,東南亞區域的人口基數、經濟增長以及城鎮化需求等可能會為陶瓷機械需求帶來驅動;其次是南美的二次復甦,比如祕魯、智利等國家,處於二次城鎮化復興的階段;第三是非洲,非洲城鎮化相對落後,人口基數較大,人均瓷磚消費量較低,有巨大的潛力。
目前,我們也在不斷尋找“空白”市場,在鞏固、加深新興、發展中國家市場佈局的同時,着重把目光望向歐美市場,包括2018年我們收購了意大利唯高以及前段時間收購了意大利模具公司FDS70%股權,一方面希望融合意式製造完善公司產品線及產品力,另外也希望加強與客户的黏性,並整合收併購公司的客户資源,二者配合更好地拓展歐美高端市場。未來,我們認為陶機海外的收入將佔據一個較高的比例。
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