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兩連板的英飛特(300582.SZ):公司當前新能源汽車充電領域的收入主要來源於車載充電機產品、而非充電樁產品
格隆匯 10-26 02:33

格隆匯 10 月 26日丨連續2個漲停的英飛特(300582.SZ)公佈,充電樁與LED驅動電源同屬開關電源領域,公司一直關注充電樁行業的發展,但兩者在產品形式和商業模式等方面有較大差別。因此,公司對充電樁業務的開展非常審慎,雖然推出過充電樁樣品和有過少量銷售,卻未進行批量生產和銷售。20162017201820192020年前三季度充電樁業務收入別為81.37萬元、3.57萬元、1.71萬元、0萬元、0萬元。公司當前新能源汽車充電領域的收入主要來源於車載充電機產品而非充電樁產品

公司2018年、2019年以及2020年上半年,海外收入佔公司總營業收入比重分別為42.78%45.53%50.08%,北美地區收入佔公司營業收入比重分別18.04%21.68%22.41%面對較高的海外業務佔比,公司已於墨西哥、印度設立海外工廠,以分別滿足北美、中東、非洲和印度市場的訂單,提升了公司全球運營能力和在世界各地多區域的生產能力(備份產能),最大程度的降低各項成本、規避單個地區的系統性風險對公司業務的衝擊。但是,當前中美貿易戰的談判尚未結束,中國經濟也面臨深層次經濟結構調整的壓力,可能會對公司的市場拓展和產品銷售產生不確定性的影響。此外,新冠肺炎疫情尚在全球多數國家蔓延,影響範圍廣泛,波及全球和多個行業。雖然公司絕大部分生產仍主要在國內進行,但海外收入佔公司銷售收入的比重較大,故此次全球範圍的疫情及防控措施仍有可能給公司的生產經營帶來不確定性的影響

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