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科達製造(600499.SH):在全球已經有超過80個配件倉及服務網點
格隆匯 01-03 21:29

格隆匯1月3日丨有投資者向科達製造(600499.SH)提問:今年相繼參股了國瓷康立泰、收購了意大利模具企業FDS,有何考量?

科達製造回覆:科達製造陶瓷機械整體策略之一就是從設備供應商轉向全方位陶瓷生產服務商。在配件耗材領域,配件耗材全球市場規模比陶機要大很多,同時它的服務粘性很強,一般需要根據工廠配件耗材實際情況來適配做供應,可以和陶機銷售形成協同。前期我們主要在部分配件領域,目前正在重點發展配件及耗材業務,耗材領域中佔比較大的一塊是墨水。我們今年收購了國內墨水龍頭國瓷康立泰40%股權,其去年收入大約10億,主要來自於國內客户。目前公司已與其共同設立了廣東康立泰公司,並由科達製造控股,未來將通過科達製造的海外客户資源,推進其海外業務的拓展。此外,科達製造還通過自身的技術工藝協助其進一步降本。

目前,我們在全球已經有超過80個配件倉及服務網點。在配件領域,對於核心裝備的一些配件,除了自己生產外,我們還希望通過收購的方式,吸納一些優秀的企業、技術,進一步開拓配件市場。比如我們收購意大利模具企業FDS,它是做陶機領域最核心裝備壓機的模具,雖然營收規模不大,但它獲得了較多意大利陶瓷客户的認可,且合作年限長、黏性高,希望後續逐步轉化為我們的資源,並配合2018年收購的意大利唯高,更好地深耕意大利乃至歐美等高端市場。

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