奧普光電(002338.SZ):長光宇航毛利率預計會有一定的增長
格隆匯6月20日丨奧普光電(002338.SZ)近期在接待機構調研時表示,母公司光電測控儀器產品是我們的一個傳統產品,加上目前軍品審價等各方的大環境來説,毛利率上升空間不大。禹衡光學,要看未來佈局的這幾個高附加值的方向,比如工業母機領域,未來半導體領域,它的價值量應該是比較大的,如果做起來的話利潤率應該比較高。長光宇航因為整個行業、公司的業務都是處於快速上升的階段,毛利率預計會有一定的增長。
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