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明陽智能(601615.SH):隨着二季度開始海上風電項目陸續確認收入 公司風機銷售毛利率將逐步回升
格隆匯 05-18 20:34

格隆匯5月18日丨有投資者嚮明陽智能(601615.SH)提問:公司22年4季度至23年1季度海上風機銷售幾乎為0,也拖累了23年1季度的收入,利潤,以及股價。請問公司對23年全年公司海上風機的銷售量以及整體的業績有沒有大致的預測?23年2季度也已經過去了一半,公司23年2季度的業績是否有所恢復?23年上半年整體可否轉虧為盈?於23年3月末,公司有32.25GW的在手訂單,請問其中多少訂單預計於23年之內交付?預計交付的訂單中又有多少是海上風電的訂單?

明陽智能回覆:尊敬的投資者您好,公司2023年一季度海上風電項目確認收入較少是一季度風機銷售毛利率下降的主要原因,隨着二季度開始公司海上風電項目陸續確認收入,公司風機銷售毛利率將逐步回升,謝謝您的關注。

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