友發集團(601686.SH):核心產品鍍鋅圓管的國內市場佔有率約爲35%
格隆匯6月6日丨友發集團(601686.SH)在互動平臺表示,友發集團作爲國內最大的焊接鋼管研發、生產、銷售企業,公司的焊接鋼管產銷規模已連續19年保持全國領先。公司上千家主要經銷商的銷售網絡遍佈全國,因此,國內各個城市都能實現有效的業務覆蓋。公司產品在國內市場整體佔有率連續多年穩居20%以上(2024年國內焊接鋼管表觀消費量爲5,527.88萬噸,公司鋼管銷量1,347.34萬噸),其中核心產品鍍鋅圓管的國內市場佔有率約爲35%,在一些優勢地區的市場佔有率能夠穩定在50%以上。同時,公司在中央財政擬支持20個城市中的天津、唐山,均建有生產基地,可以更好地發揮區域優勢。項目方面,公司的各類焊接鋼管以及複合管材、承插管材、防腐管材、不鏽鋼管材、保溫管材、PE管材、盤扣腳手架、鏈接管件等產品在城市更新和地下管網建設與改造工程中,廣泛應用於各類供水、排水、燃氣、供熱、消防、穿線以及管網管廊建設,同時也是各類市政基礎設施建設的基礎性、工具性材料,另外還可用於建設污水處理廠的管道系統,包括進水管道、排水管道和處理設備連接管道等。這些領域都是中央財政資金支持的城市更新樣板項目建設的重點方向,預計都會給公司帶來業務增量。公司將抓住一切有利時機,發揮行業龍頭企業的優勢,充分發掘和把握市場機會,爭取更好的經營成果,積極回報投資者。當然,短期內尚難預計業務增量的規模以及對公司業績的影響,敬請廣大投資者注意投資風險。
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