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國力股份(688103.SH):相關產品平均售價和毛利率有所下降,與新能源汽車補貼退坡沒有直接聯繫
格隆匯 07-10 20:23

格隆匯7月10日丨國力股份(688103.SH)在2023年07月07日接受調研時表示,2020-2022年,公司主營業務毛利率分別44.16%、43.90%、40.73%,呈持續下降的趨勢,主要原因是:隨着新能源汽車及充電設施、光伏風電及儲能等行業的快速發展,下游客户對公司產品需求大幅增加,公司直流接觸器和交流接觸器產品收入及佔比也不斷提高,由於佔比較大的直流接觸器、交流接觸器等毛利率整體有所下降,導致公司主營業務毛利率逐年下降。近年來,新能源汽車行業迅速發展,公司直流接觸器等產品產量和銷量亦大幅增加,隨着下游客户採購量的增加,對公司產品議價能力有所提高,導致相關產品平均售價和毛利率有所下降,與新能源汽車補貼退坡沒有直接的聯繫。

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