大連電瓷(002606.SZ):預計今年訂單整體情況好於去年,海外市場有所回暖
格隆匯6月14日丨大連電瓷(002606.SZ)接受機構調研,互動交流環節中,就“簡單介紹23年上半年公司整體經營情況”
公司回覆稱,首先在營收和利潤方面,今年上半年首次出現收入下降,主要是因為受客户工程進度、驗收確認等方面的制約,發貨及驗收數量較上年同期有所減少,同時去年特高壓項目招標減少,導致今年可確認的收入減少;此外受成本端影響,由於江西工廠正在調試過程中,產生了一定的費用,因此銷售收入及利潤較上年同期有所回落,一二季度營收和利潤的同比下降情況基本趨同。
在訂單情況方面,目前在手的訂單主要是今年新增的部分,國內訂單約3.5-4億元,預計今年訂單整體情況好於去年,海外市場也有所回暖。
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