鋭明技術(002970.SZ):公司的海外業務多在經濟發達地區開展
格隆匯1月11日丨鋭明技術(002970.SZ)披露投資者關係活動記錄表顯示,海外是個價值市場,需求推動是業務發展的最大動力,也是公司業務增長的主要原因。公司的海外業務多在經濟發達地區開展,是個以市場為需求導向的價值市場,高品質、高技術含量的產品,是海外客户更加關注的事項,加上公司產品在海外的性價比優勢,海外毛利率相比國內要高。
國內市場以監管需求為主,在政府監管導向下,業務需求以標準化的國標、部標機為主,產品准入相對海外充分市場化競爭的門檻不太高,單車產品附加價值也不夠高,低價競爭態勢較為顯現,產品毛利率相對海外較低。大力發展海外市場,加速海外本地化投入等,是公司海外發展的重要舉措之一。
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