科達製造(600499.SH):公司會進一步深化全球化的佈局
格隆匯1月3日丨有投資者向科達製造(600499.SH)提問:陶瓷機械的未來市場增長空間在哪?
科達製造回覆:國內主要為存量市場,增長驅動主要來自於下游新產品的迭代拉動、陶機的更新換代以及一些政策例如碳排放、環保政策對綠色化生產的要求等。海外市場,公司會進一步深化全球化的佈局,通過在每個大洲運營子公司建立全球銷售網絡,進一步提升市場份額。除此之外,我們還通過價值鏈向下延伸,開展包括耗材配件、運營、承包、維修等各方面的服務。從宏觀來看,全球配件耗材的市場比陶機市場更為廣闊,配件耗材的使用頻率要比陶機高。未來隨着配件耗材領域的深入開展,這一部分收入比例也會越來越高。
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