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OEM采购占比下降,但绝对值上升(亿元)
OEM采购占比下降,但绝对值上升(亿元)
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所属报告:
悍高集团(001221)-A股公司研究报告:降本与品牌力打造“高端性价比”护航高增长-251231(32页).pdf
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2024年全球燃气轮机OEM竞争格局
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全球燃气轮机OEM份额(装机容量口径)
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服务器OEM商2024Q4-2026Q1存货(亿元)维持高位
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图表1982023年燃气轮机OEM市场份额
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Exhibit 4: S&P 2026 LVP growth revision by OEM (MoM)
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附件11:按OEM划分的S&PLVP估计:与上个月估计离子对的增长和修订(2026年第二季度及全年预估)
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Exhibit 34: S&P 2026 LVP growth revision by OEM (MoM)
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Exhibit 13: S&P 2026 LVP growth revision by OEM (MoM)
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Exhibit 35: S&P 2026 LVP growth estimates by OEM (YoY)
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S&P 2026 LVP growth estimates by OEM (YoY)
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公司自产率仍有提升空间。2024 年,公司收纳五金、基础五金、厨卫五金、户外家具的自产率分别为 71%、83%、42%、89%,仍然有一定向上空间。2022-2024 年,公司外采中原材料占比逐年增加,而 OEM 采购虽然占比下降,但采购金额绝对值在 2024 年仍有5 亿元以上。公司未来有望通过新建产能投产,在 角大 、 际总 、独角兽等基地逐步投产后,进一步提高自产比例降低成本。
行业数据
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当前图表所属:
悍高集团(001221)-A股公司研究报告:降本与品牌力打造“高端性价比”护航高增长-251231(32页).pdf
主要基础五金、收纳五金品牌企业情况
国产头部品牌处于品牌定位的居中位置,凭借“高端性价比”实现份额提升
云商模式弥补线下经销的区域,为经销商减负
2022年后,公司由经销商数量增长驱动,转变为单商销售额增长驱动
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