泰永長征(002927.SZ):充電樁產品為自研自制,產品自制率較高,目前毛利率處於行業中上水平
格隆匯3月21日丨泰永長征(002927.SZ)於2024年3月20日接受特定對象調研,就“公司充電樁的毛利率水平及業務規劃?”,公司回覆稱,公司充電樁產品為自研自制,產品自制率較高,成本和產品品質可控,下游客户相對集中,目前毛利率處於行業中上水平。隨着政策的驅動和新能源汽車滲透率的提升,充電行業市場增量可期,但充電行業競爭激烈,業務模式區域差異比較明顯,公司將繼續堅持以高質量的變-配-充電產品和整體解決方案為主、投建運營運維和EPC總包業務多種方式相結合的業務模式,提高公司在充電業務領域的市場份額。
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