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炬光科技(688167.SH):一季度FAC發貨數量同比持平
格隆匯 05-05 15:25

格隆匯5月5日丨有投資者向炬光科技(688167.SH)提問:公司在一季報中有提到今年工業激光價格壓力較大,我們可以看到下游,如鋭科激光的年報中毛利率在逐步提升。公司去年FAC有兩次降價,不知道今年一季度降價幅度有多少?以及對未來價格趨勢的判斷?

炬光科技回覆:公司作為光纖激光器上游核心元器件快軸準直鏡FAC的供應商,面臨較大降價壓力。2022年全年FAC發貨數量保持兩位數的增長,銷售額並無增長, 2023年Q1 FAC發貨數量同比持平,收入下降顯著,超30%。

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