孚能科技(688567.SH):目前公司的高價庫存基本已經消化完畢
格隆匯12月6日丨孚能科技(688567.SH)投資者關係活動記錄表顯示,目前公司的高價庫存基本已經消化完畢,往後的利潤率可以逐步恢復到正常水平,海外客户仍然是公司利潤的重要來源之一,利潤率相對於國內客户也較高。公司去年下半年的高價碳酸鋰採購較多,導致公司囤積較多的高價庫存,一方面影響了公司的利潤率,另一方面導致了資產減值,影響公司整體的盈利情況,目前改情況已經逐步改善。當前國內市場價格競爭激烈,預計明年公司SPS產品落地後,製造成本降低,國內客户利潤率會有進一步提升。
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