震裕科技(300953.SZ):無意主動降價來換取大客户更多份額
格隆匯7月5日丨震裕科技(300953.SZ)在投資者關係活動上表示,當前新能源汽車和動力鋰電池市場競爭激烈,動力電池廠商對供應鏈每年都有降本需求,對於成熟量產的電池結構膠產品,歷年均有不同幅度的降價,對於新研發量產的電池結構件產品,具有一定的價格優勢,今年只是延續了往年的降價慣例。過去多年公司與動力電池廠商的合作模式也均為競價模式,動力電池結構件具有技術、規模等多重壁壘,客户是綜合考慮結構件供應商產品質量、產品價格、交付週期等多方面因素來下訂單的。大客户作為動力電池龍頭企業,議價能力較高,通常情況下其訂單毛利率水平不高,但大客户基於其產品質量穩定考慮且其採取客户供應商共存策略,其未來降價幅度是有限的。公司始終秉持着長遠發展的戰略目標,無意主動降價來換取大客户更多份額,此次降價行為並非公司主動採取的降價策略。
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