科威爾(688551.SH):目前公司大功率測試電源2.0產品產量已經有一定規模
格隆匯5月8日丨科威爾(688551.SH)投資者關係活動記錄表顯示,公司大功率測試電源2.0產品實現了模塊化生產,為提高生產效率,公司增加了流水線和自動化產線的投入,固定成本支出有所增加,短期內會對毛利率有一定影響,但隨着2.0產品進一步放量,規模效應下其單位成本的固定費用攤銷會有明顯的改善,從而帶來毛利率的提升。關於客户接受度問題,因為大功率測試電源2.0產品採用碳化硅器件,同時引入全新的架構設計,再加上新設備的調試,因此客户接受度會存在時間差。目前,公司大功率測試電源2.0產品產量已經有一定規模。
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