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鹹亨國際(605056.SH):此次加稅事宜對公司影響較小
格隆匯 04-07 16:34

格隆匯4月7日丨鹹亨國際(605056.SH)在互動平臺表示,此次加稅事宜對公司影響較小。因爲:1、鹹亨國際目前的客戶主要是能源、交通和應急等重資產的國央企。如果未來中國提高基礎設施建設的投資力度,對公司來說,是長期的直接利好。2、電網是我國的戰略命脈行業,其對於設備國產化和自主可控的要求一直較高。公司深耕電網,充分了解其內在邏輯,也參與了其部分設備國產化的發展之中。這20年來,公司的自主產品的發展一直走進口替代的發展道路,發現原有相關進口的有科技含量,且適用的產品,會進行自主研發和替代,如特種的電動工具、聲紋探測儀、電纜故障檢測等設備。2024年,公司還開發與電力鴻蒙相關的產品和設備。3、2023年度,公司海外出口爲2000多萬,營收佔比小,市場主要爲中高等發展中國家以及中等發達國家,如東南亞、中東、南美和東歐等。 關於您的第二個問題,公司的商業模式是尋找一些高科技產品,通過對客戶場景的理解,再做一些二次開發,然後爲客戶提供一些適配的非標化的產品和服務,公司的無人機巡檢服務就是此模式。公司近幾年,與您提到的六小龍的部分公司,有不同層面的較多聯繫,共同就相關設備的應用,做技術探討。同時,公司還與杭州及其他省市的一些優秀的技術型公司,按照前述模式,進行較多的技術和業務探討。

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