利元亨(688499.SH):從一季度來看,智能倉儲的毛利率已經有顯著的提升
格隆匯5月10日丨利元亨(688499.SH)於2023年5月10日11:00-12:00召開2022年度暨2023年第一季度業績暨現金分紅説明會,互動交流環節中,“2022年,主營業務中,鋰電池製造設備、汽車零部件製造設備毛利率均有所降低,主要原因是什麼?智能倉儲毛利率為24.48%,是否有提升空間?針對毛利率較為可觀的配件增值及服務方面有何新佈局?相比於中國大陸整體毛利率減少,海外市場毛利率有所增加的原因是?”,公司回覆稱,2022年毛利率減少主要受產品結構和宏觀環境的變化影響,一方面公司主要產品從消費鋰電轉向動力鋰電,期間產生較多研發設計變更及物料變動;另一方面,受宏觀環境不可控因素的影響,2022年動力鋰電訂單的製程週期延長,料工費有所增加,使得成本超出預期,造成毛利率下降。從一季度來看,智能倉儲的毛利率已經有顯著的提升,公司專門成立舜儲子公司負責智能倉儲業務,目前在此業務領域的規模效益已逐步體現;公司會與客户保持長期穩定合作關係,除提供相關設備外,還會向客户持續提供設備相關售後的零配件及改造更新服務;公司在海外已有多年佈局,在波蘭和加拿大都有製造基地,能夠為當地客户提供本地化服務。經營方面,公司將遵循發展戰略,根據行業變化適時適度調整業務結構,努力提升整體盈利水平。
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