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工业品外向型企业借电商平台扩大内需 国产替代促进创新将反哺外销
CEMCEM(SZ:002980) Di Yi Cai Jing·2025-05-27 07:30

Core Viewpoint - During the "6.18" promotion, outward-oriented industrial enterprises are leveraging e-commerce platforms to expand into the domestic market, seeking new growth points and promoting product innovation through diverse domestic application scenarios, thereby enhancing the global competitiveness of Chinese manufacturing [2][3]. Group 1: Company Initiatives - Shenzhen Huashengchang Technology Industrial Co., Ltd. plans to launch an AI power quality analyzer in collaboration with JD.com during the "6.18" event, aimed at promoting domestic product substitution [2]. - Huashengchang's revenue for the previous year was 807 million yuan, with a year-on-year growth of 20.55%, and 717 million yuan of that revenue came from overseas, accounting for 88.75% of total revenue [3]. - The company is actively developing AI technology and has created vertical AI models to enhance its product offerings, aiming to gain greater competitiveness in the global market [4]. Group 2: Market Challenges - Companies transitioning from export to domestic sales face challenges such as a lack of talent familiar with domestic marketing and consumer insights, the need to adapt management systems towards digitalization, and the necessity to understand domestic consumption trends [5]. - Huashengchang has encountered difficulties in the domestic market, including issues with intellectual property respect and competition from low-cost, low-quality imitations [5]. Group 3: Industry Trends - The MRO (Maintenance, Repair, and Operations) platform market in China is gradually rising, with platforms like JD Industrial, Xiyu, and Zhenkunxing emerging to support industrial enterprises [6][7]. - The industry is moving towards an "integrated internal and external trade" model, utilizing digital tools for demand forecasting and inventory optimization, and aiming to create a flexible production line to reduce costs [7].