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華明裝備(002270.SZ):印尼工廠計劃最快在年底進行試生產
格隆匯 08-12 07:22

格隆匯8月12日丨華明裝備(002270.SZ)披露投資者關係活動記錄表顯示,印尼工廠計劃最快在年底進行試生產。公司已經陸續開始接到一些當地的訂單,包括500kV的真空有載分接開關訂單,雖然合同金額並不高,但是作為印尼市場標誌性的項目及訂單,增強了公司未來在印尼市場拿到更高的市場份額的信心。公司在土耳其建廠兩到三年後出現了明顯的市場份額變化,考慮目前公司品牌影響力提升以及印尼本地電網建設與一帶一路相關廠家產能轉移等因素,公司認為在印尼市場份額出現變化所需時間有可能縮短,但短期內對收入的貢獻可能仍然有限。

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