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孚能科技(688567.SH):原材料端價格調整的紅利可能會在2023年二季度後才能逐漸顯現
格隆匯 05-22 11:31

格隆匯5月22日丨孚能科技(688567.SH)於2023年1月30日20點召開業績説明會,問答環節中,就“2022年下半年原材料價格出現波動,從2023年一季度看,材料端調價的節奏和下游車企給到電池廠的售價調整節奏,中間是否會帶來一些盈利的彈性?”,公司回覆稱,上下游價格調整和電池的生產週期也有關係,從採購的原材料投料到最終生產出產成品,所花費的時間週期是比較長的。同時,公司還有合理庫存的問題,加上成本核算上的一些會計計量要求,電池的價格和庫存商品的成本之間會有一定的滯後性,原材料端價格調整的紅利可能會在2023年二季度後才能逐漸顯現。

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