華明裝備(002270.SZ):目前公司真空開關的銷售佔比也在不斷提升
格隆匯10月13日丨華明裝備(002270.SZ)接受特定對象調研時表示,公司產品中真空開關的毛利相對於油浸式開關來説會高一些,目前公司真空開關的銷售佔比也在不斷提升。由於真空開關相對與傳統的油浸式開關在安全性、使用壽命及長期的檢修成本較低等方面的優勢,從長期看我們相信真空開關將會逐漸替代油浸式開關,但是這需要一定的時間和過程。
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