浙江永強(002489.SZ):一季度主營業務毛利額較去年同期增長 毛利率同比上升
格隆匯5月15日丨浙江永強(002489.SZ)2023年5月11日接受機構調研時表示,公司行業具有明顯的季節性,大部分訂單的流程大概如下:每年十一月份開始至第二年三四月份是產品選樣時間,四五月份到七八月份是下訂單時間,九月份開始生產忙季,十一月份開始大規模出貨,二、三月份至九月份是面向終端市場的銷售季節。
其進一步表示,一季度業績增長的原因:由於公司原材料價格下降、精益降本、人民幣匯率波動等影響,主營業務毛利額較去年同期增長,毛利率同比上升;另受證券市場波動影響,公司股票等投資類業務公允價值變動及投資收益較去年增長。
針對公司接下來訂單情況,公司表示,今年以來,歐美地區通脹高企,對户外休閒傢俱的短期需求造成了不利影響。相信未來,隨着競爭的不斷深入,市場份額不斷向優勢生產企業集中,行業集中度將逐步提高。
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