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昱能科技(688348.SH):公司的關斷器主要還是以美國市場為主,東南亞市場也有一點
格隆匯 05-04 11:11

格隆匯5月4日丨昱能科技(688348.SH)於2023年04月27日15:30-16:30召開2022年度暨2023年第一季度業績説明會,就“去年關斷器的價格、毛利率有大幅的提升,主要的原因,後續趨勢,除了美國地區是否還有其他地區拓展?”,公司回覆稱,關斷器這款產品我們可以很自豪的説是全球做的最好的。國內相關組串逆變器企業也是認可我們的。關斷器的毛利率相比於公司其它產品是偏低,所以去年我們是上調了關斷器的價格,帶動盈利能力提升,這是一個原因。另外一個很重要的原因是我們關斷器的產品結構發生變化,雙體佔比提升。雙體的毛利率更好,對客户來説單瓦成本也下降了。此外,我們將把關斷器的生產移到了越南去做,這樣的話成本控制也會更好,毛利率還會有所提升。

我們的關斷器主要還是以美國市場為主,東南亞市場也有一點。美國的關斷器市場比較好,因為美國市場比較關注品質,價格接受度更好。中國市場我們也非常關注,目前深圳已經有了關於組件級關斷的要求,北京也發佈了120V的直流電壓要求,都具有標誌性的意義。我們認為國內應該會跟上這個國際節奏,未來如果國內的關斷器市場爆發,我們也會有非常好的機會。

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