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昱能科技(688348.SH):未來我們的毛利率相信可以長期保持在40%左右
格隆匯 05-04 11:20

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“有友商在下半年可能會推出他們的微逆產品,怎麼看待微利未來的競爭情況,對毛利率的影響如何?”,公司回覆稱,首先,要看這家企業的類型,如果是初創企業或者是未上市的企業,對毛利率要求不高,可能會打價格戰,但是對於上市企業,對於毛利率是有要求的,價格戰應該不會很激烈。

其次,更重要的是,屋頂光伏屬於專業市場,價格僅僅是一個影響因素,但不是核心的競爭力,專業市場更加看重的是產品品質、市場接受度、企業品牌力等,公司產品的客户羣定位在那個層次很重要。

另外,微逆在整個光伏系統中的硬件成本佔比已經很低了,特別在户用光伏市場中,終端對微逆的價格並不是特別敏感。低價競爭只會獲得低價市場,進不了高端的客户羣。影響不了我們的市場地位。

所以我覺得這個裏面第二個因素更重要,你這個品牌是一個便宜的東西,還是一個比較有價值的,人家願意來議價的一個東西。就是你的客户羣的選擇跟你在市場上已經有的定位,這個非常重要。所以為什麼用到DIY市場的產品,我們推出了另外一個產品系列EZ1,這樣的話就是跟專業市場區分開,主要就是這個情況。

未來我們的毛利率相信可以長期保持在40%左右。

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