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榮泰健康(603579.SH):下半年毛利率會持續上半年的趨勢 變動不會太大
格隆匯 08-10 08:50

格隆匯8月10日丨榮泰健康(603579.SH)近期在接待投資者調研時表示,原材料方面,除部分大宗商品如塑料粒子近期價格有所上升,個別物料大宗採購比二季度稍微貴一點,但總體還在低位。如果大宗保持平穩趨勢,下半年原材料可能還會呈下降趨勢,原材料端壓力不大;產品結構方面,公司已經調整,會延續這個做法;匯率目前還在高位,會有一定波動。 下半年會在韓國推新產品,如果能放量,韓國產品毛利率會提高,但韓國整體毛利率較低,所以韓國如果收入佔比恢復,對毛利率整體有一定影響。另外,與小米合作的椅子8月底上市,毛利率相對也不高,會對毛利率有一定影響。公司整體判斷下半年毛利率會持續上半年的趨勢,變動不會太大。

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