聯贏激光(688518.SH):目前電池廠有階段性的去庫存、生產放緩的情況,會對上游的廠家帶來壓力,公司今年會更加重視市場規模和市佔率
格隆匯4月24日丨聯贏激光(688518.SH)於2023年4月21日召開業績説明會,提問交流環節,就“市場認為鋰電產業鏈處於去庫存、減產的狀態,鋰電目前的所處的週期怎樣?”,公司表示,目前電池廠有階段性的去庫存、生產放緩的情況,會對上游的廠家帶來壓力。上游相關廠家包括設備廠2021年普遍產能不足,2022年都有擴產,到2023年市場競爭會更激烈,銷售端價格壓力會更大一些,但成本端由於規模效應也會有所下降。2023年策略主要放在市場佔有率方面、保證足夠訂單,即使訂單價格下降,通過規模化採購和標準化生產降低成本,來保證毛利率不大幅下降。公司今年會更加重視市場規模和市佔率。
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