Catch up with the policy window and install ETC equipment has become a hot business. In the last 2~3 months, many people must have been recommended by agency sales to install ETC. But for front-line sales, the pressure should not be underestimated. To put it bluntly: "If you don't have a car, you have to convince others to get one, or you can't finish the task!"
Technology development is not difficult, so it basically keeps the trend of being a natural pair with midstream sellers. "The price of a single OBU device is 50~60 yuan, and there is not much room for technology appreciation. In the final analysis, it is still driven by sales. " However, some listed companies have basically covered some upstream supply by absorbing the vertical industrial lines of mergers and acquisitions. "Therefore, even if there is a capital demand, they can start the refinancing plan through the listing platform, and if the market share is already high, the incentive to attract gold from similar competing products in the primary market will continue to weaken."
It can be seen that the current ETC terminal sales boom in the market may mean a phased blowout with the help of policies. Relevant business entities seem to be driving all links in the industrial chain to carry out a new round of expansion, but the so-called market supply and demand boom has also appeared similar to the phenomenon of "leverage". The aforementioned legal professionals admit that "one person with multiple cards" can easily lead to false prosperity in the ETC industry, which will force production enterprises to expand their production capacity. If the policy dividend fades, these enterprises will easily face the embarrassment of overcapacity.