Export Trends - Southeast Asia's export share has shown a steady increase, reaching 25% in recent years[1] - The export share to the United States has fluctuated, currently standing at 20%[1] - The export share to the European Union is at 15%, indicating a competitive market presence[1] Industry Performance - The energy equipment and services sector has a gross margin of 11.23% and a net margin of 2.28%[6] - The oil, gas, and consumable fuels sector boasts a gross margin of 22.43% and a net margin of 6.84%[6] - The chemical industry has a gross margin of 18.94% and a net margin of 9.00%[6] Investment Insights - The leasing and services industry holds a significant portion of foreign direct investment stock, indicating robust growth potential[2] - The transportation infrastructure sector has a gross margin of 28.00% and a net margin of 21.07%, reflecting strong profitability[6] - The healthcare technology sector shows a gross margin of 59.69% and a net margin of 18.17%, highlighting its lucrative nature[6]
孔雀东南飞:关于企业出海的一切(下)
Guoyuan Securities·2024-02-21 16:00