英傑電氣(300820.SZ):一季度的存貨為16.78億元,大部分都是等待確認收入的發出商品
格隆匯5月12日丨英傑電氣(300820.SZ)於2023年5月10日15:00-17:00接受機構調研,問答環節中,就“可否對2023年的經營情況做個預測?”,公司回覆稱,2021年、2022年以及2023年一季度,公司的新增訂單均呈現了持續良好的增長態勢,2022年公司營業收入和淨利潤的快速增長正是前期訂單快速增長的結果。2023年一季度的存貨為16.78億元,相比去年年底的15.22億元又有所增加,公司存貨大部分都是等待確認收入的發出商品,加上2023年上半年簽訂的結算週期較短的訂單(當年可以結算確認銷售收入),可以為2023年的經營打下一個很好的基礎,但具體數據由於之前説過的原因,確實不太容易預測。
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