東方電熱(300217.SZ):今年新能源裝備製造業務的新簽訂單目標為20億元
格隆匯5月22日丨東方電熱(300217.SZ)於2023年5月17日進行線上交流、5月18日進行路演活動,就“公司新能源裝備製造業務今年新簽訂單的節奏?今年收入確認節奏?訂單的確認週期大概多久?毛利率如何?”,公司回覆稱,公司今年新能源裝備製造業務的新簽訂單目標為20億元(含税)。公司今年新能源裝備製造業務的銷售目標為25億元(含税);從2022年訂單交貨時點來看,今年第二、三季度的收入確認可能會相對多一些。
公司新能源裝備製造業務訂單的交貨週期一般為8-10個月,正常情況下,合同簽訂後一般一年左右就可以完成收入確認。
公司在合同簽訂、預付款到賬後,會立即採購項目主材,基本鎖定成本。2022年報新能源裝備製造業務的毛利率和淨利率跟之前預期的差不多。從規模化優勢角度分析,今年的銷售目標比去年銷售收入大幅增長,該業務的毛利率和淨利率存在提升的可能性。
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