新北洋(002376.SZ):2024年度公司來自美國本土市場的收入佔總營業收入的比例很低
格隆匯4月15日丨新北洋(002376.SZ)在投資者互動平臺表示,短期內對新北洋業績帶來一定程度的影響,但是影響有限、且可控。長遠來看,也爲公司帶來了新的業務拓展機遇。 國內市場方面,公司 “一體兩翼、八大板塊”業務的佈局足夠豐富,國內市場未來成長潛力巨大。美國加徵關稅進一步刺激國內內循環以及內需的不斷放大,進一步帶來新的增量空間。如金融機具場景化產品解決方案經過多年的市場培育,國內市場進入快速增長的新階段;新零售綜合運營業務的自運營點位數量在2024年底已接近 10,000個,業務規模保持快速成長,同比增長超過 50%。 海外市場方面,一是2024年度公司來自美國本土市場的收入佔公司總營業收入的比例很低(10%以內),二是公司海外市場絕大部分的增量由一帶一路沿線國家和新興發展中國家、以及歐洲市場貢獻。如公司2024年智能自助終端收入同比增長超過30%,主要來源於一帶一路沿線的某中亞新客戶及已有的歐洲客戶。 下一步,公司將持續聚焦資源,堅定海外市場結構調整的信心,加速海外市場拓展重心向高成長性區域的轉移,全力挖掘一帶一路沿線國家和新興發展中國家、以及歐洲市場的潛力,不斷推動海外市場業務持續向好發展。
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