$找钢集团-W(06_老虎社区_美港股上老虎

日富一日2025
02-13

$找钢集团-W(06676)$ 发现了一个细节：找钢最近和正大制管聊的是"型管业务深度合作"。型管是什么？是建筑用钢的高毛利品类！这说明找钢不满足于只做交易平台，开始往细分品类供应链服务渗透了。一旦在型管领域跑通"数字化+供应链协同"模式，复制到其他品类就是顺理成章，第二增长曲线这不就来了吗？

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