金盃電工(002533.SZ):銅價波動對公司產品毛利率有明顯影響
格隆匯1月24日丨金盃電工(002533.SZ)披露投資者關係活動記錄表顯示,銅價波動對公司產品毛利率有明顯影響。在假設銅價不變的情況下,在房地產和城鎮化發展放緩等市場需求影響下,電線電纜行業競爭將更加激烈。但由於電線電纜存量市場足夠大,同時參照歐美和日本電線電纜發展歷史,公司認為中國電線電纜市場集中度會不斷提高,並向行業頭部企業集中。為應對這一趨勢,公司正不斷加強內部管理,通過強化運營、數字化、研發、資源協同等來提高內生增長潛力,增強產品競爭力。
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