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英傑電氣(300820.SZ):公司電源類產品在光伏行業的市佔率是比較高的
格隆匯 07-14 10:20

格隆匯7月14日丨英傑電氣(300820.SZ)近期在接待機構投資者調研時表示,公司電源類產品在光伏行業的市佔率是比較高的,目前的戰略就是繼續保持,當然隨着光伏行業上游材料端產能的加大,市場空間相較往年有了大幅度增長,訂單競爭也更為激烈,尤其是多晶行業,由於價格競爭激烈,毛利率下滑的比較多,這個情況在之前披露的 2022 年報裏面已經有所體現。為了保持公司整體毛利率的穩定和營收規模的提升,公司當前也在一些有國產化替代機會或者市場規模較大的行業進行佈局,比如半導體等電子材料、充電樁、儲能等行業。公司原來的特點是範圍經濟整合下的規模經濟,由多個細分行業電源配套構建公司營收規模,當前在這個特點的基礎上,也在市場規模較大的行業開始發力,並取得了一定的效果。

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