藍特光學(688127.SH):目前公司微稜鏡產品毛利率已逐步接近合理水平
格隆匯10月16日丨藍特光學(688127.SH)接受特定對象調研時表示,微稜鏡產品設計較為複雜,對於企業的工藝研發、生產管理、資金運營能力均有較高的要求。公司前期投入了大量的研發費用、固定資產投資與相關人員儲備,固定成本支出較高;經過初期的良率與產能爬坡,目前公司微稜鏡產品毛利率已逐步接近合理水平。未來隨着下游市場需求增加,公司可能獲益於出貨量的提升,能有效攤薄產品的固定成本支出。
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