大連電瓷(002606.SZ):公司特高壓產品附加值較高,產品毛利率在35%左右
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“特高壓和高壓產品毛利率分別有多少?大連工廠和江西工廠毛利率有差別嗎?”
公司回覆稱,按照目前生產成本情況,由於公司特高壓產品附加值較高,因此其產品的毛利率在35%左右;非特高壓產品附加值較低,競爭激烈,其毛利率在20%~25%左右。另外,江西工廠相較於大連工廠,由於能耗、人力、原材料運輸成本較低,以及自動化率水平較高,因此江西工廠成本未來有一定下降空間。
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