btw, 这股的球友仅有香港和海外的啊？

1, 海工确实风险大，长期拿不到订单的话，巨额的折旧会是不小的负担。2, 宏华的看点，就是其民营的机制，以及领导人的抱负，海工仅仅是其布局之一，叶岩气，聪明钻机等，也都是很有潜力，叶岩气是很大的产业之一，把这个做成了，也是不得了的。3, 类比下，华为的成功，不就是一步步做成了固定交换，光传输，无线，数通吗？

The advantage of honghua is its cost in cheap labour and material than overseas giants.
If it is like 30% cheaper , doing similar stuff who wont place order ?

I have the stock so my comments maybe bias.. That the mou is long term good yo the vkmpany but short term is nothing

海工不行，說什麼也不行

Poor skills of writing mou... If just a mou why not write it bigger and colorful..