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欣旺達(300207.SZ):動力電池電芯均為自主生產,不存在外購電芯的情況
格隆匯 05-15 08:59

格隆匯5月15日丨有投資者在投資者互動平台向欣旺達(300207.SZ)提問,“請問公司今年一季度存貨減值2個多億,這部分是和去年一樣因為自產動力電池電芯良率低導致的減值,還是因為外購電芯跌價導致的減值?如果都有,各自佔比大概多少呢?”

欣旺達回覆稱,公司今年一季度的存貨減值損失較大主要系以下兩個原因:(1)公司2023年一季度存貨較上年同期大幅增長,主要系業務增長的同時,對原材料等存貨需求也隨之提高;(2)受上游原材料價格調整的影響,動力電池原材料、成品等存貨的成本較其可變現淨值高,導致計提了較大的存貨跌價準備。公司動力電池電芯均為自主生產,不存在外購電芯的情況。

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