格力博(301260.SZ):鋰電類園林工具的增長情況相比往年有所下降,但相比其他耐用消費品行業還是有增長
格隆匯1月3日丨格力博(301260.SZ)於2024年1月2日接受特定對象調研,就“2023年下游零售端需求情況如何?”,公司回覆稱,公司產品主要銷往美國,由於2023年美國通脹水平較高,家庭必備消費品支出較多,從而影響了耐用消費品的支出,鋰電類園林工具的增長情況相比往年有所下降,但相比其他耐用消費品行業還是有增長。2023年四季度開始已經有一些零售渠道客户向公司發來了採購訂單,由此可以看出,下游零售渠道的庫存水平已經有所下降,整個行業的銷售情況有望向好。
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