徐工機械:預計未來三年市場增長保持相對景氣 龍頭份額相對提升
徐工機械在最新披露的投資者關係活動中表示,公司預計未來三年市場增長保持相對景氣,龍頭份額相對提升。公司主要產品起重機等工程機械設備主要用於基礎設施建設等下游行業。1.國家繼續推進基礎設施建設項目,加大基礎設施建設等領域補短板力度:鐵路、城市軌道交通、地下管廊、市政工程等基礎設施方面有效投資需求巨大;2.鄉村振興戰略,新農村建設轟轟烈烈;3.工程機械產品存量更新需求進入持續穩定增長狀態;4.環保政策落地,國家加強環保力度,淘汰老舊設備,拉動新設備新增需求;5.機械替代人工效應趨勢愈加明顯;6.公司積極推進國際化戰略,佈局海外業務多年,產品技術、營銷體系、服務體系、人才建設等取得巨大進步,藉助“一帶一路”國家戰略,海外業務持續增長。
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