A股異動丨仙鶴股份(603733.SH)漲逾4% 預計未來1-2年毛利率空間將繼續維持
格隆匯8月17日丨仙鶴股份(603733.SH)漲逾4%,報24.34元,總市值167億元。8月16日下午,仙鶴股份在上交所披露投資者交流電話會議紀要。會議紀要顯示,從成本上分析,上半年產量增長,銷售額下降系產品價格及銷售結構調整,產品價格下降幅度遠低於原材料價格下降幅度,驅動毛利率上升。公司預計未來1-2年,原材料成本(木漿等)仍將處於低位區間中,因此毛利率空間將繼續維持。從產品端分析,公司產品可分為市場化競爭類產品與具備定價權類產品,後者具備技術壁壘與銷售渠道壁壘,公司具備一定的市場定價權,與傳統業務拉開差距。

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