鋭明技術(002970.SZ):高毛利率產品收入提高 助力公司整體毛利率水平提升
格隆匯7月26日丨鋭明技術(002970.SZ)近期在接待機構投資者調研時表示,2022年公司毛利率同比提升2.4個百分點,今年一季度同比提升12.1個百分點。毛利率提升的關鍵因素主要有以下幾點,一是公司堅持長期主義策略,持續的研發高投入,不斷進行研發創新及迭代,持續推出新產品,一定程度上保持了公司產品毛利率的提升;二是持續拓展海外市場,擴大相對高毛利率的海外銷售佔比,一定程度上拉高了產品毛利率,如2019年海外收入只佔主營業務收入的35%左右,而今年一季度已提高至65%左右,高毛利率產品收入的提高,助力公司整體毛利率水平的提升;三是公司生產環節良品率的持續提高,對毛利率提升有幫助;四是美元匯率的波動有利於公司的出口業務,一定程度上對公司毛利率的提升有幫助。以上幾點,是保障公司毛利率提升的關鍵性因素,具有一定的持續性,其中公司長期堅持研發高投入戰略、持續拓展海外市場份額,對毛利率的持續提升奠定了一定基礎。
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