康冠科技(001308.SZ):公司具備價格傳導能力
格隆匯8月9日丨有投資者向康冠科技(001308.SZ)提問:請問公司對於今年面板價格走勢的判斷以及公司的應對策略?
康冠科技回覆:面板價格自去年年底達到底部後今年開始持續上升,且大尺寸面板的價格上升幅度明顯高於小面板的上升幅度,目前來看增速趨緩,所以我們認為面板價格上升的趨勢短時間內可能還會持續,但在需求沒有明顯改善的情況下,上升到一定程度會維持在穩定水平。關於面板價格波動對公司影響,公司具備價格傳導能力,我司產品大部分採用成本加成模式,毛利率相對穩定,終端價格受原材料價格擾動,可及時傳導,也會有滯後,具體終端售價會根據市場銷售策略、市場環境而定,致使收入會與原材料價格同向波動。短期內可能對公司有影響,長期綜合全年來看影響不大。
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