羅博特科(300757.SZ):高度看好光伏產業未來長遠的發展前景
格隆匯7月18日丨羅博特科(300757.SZ)近日在接待機構投資者調研時表示,在當前光伏行業面臨階段性產能過剩、下游需求疲軟、開工率低迷的嚴峻挑戰下,公司憑藉2022年起實施的總體市場策略,實現了設備庫存的低位穩健運行。該策略的核心在於(1)在訂單方面,聚焦頭部客户,主動篩選和爭取優質訂單,甄別訂單風險,避免了盲目擴大訂單規模之後又因為下游取消訂單而導致大量存貨積壓的問題;(2)在成本控制方面,公司進一步深挖降本增效潛力,持續加強成本控制管理。(3)面對行業週期性挑戰,公司不斷加強新技術的研發和成果轉化,比如銅電鍍設備,目前公司正緊密攜手客户,加速推進銅電鍍設備的進展,為下一輪的技術迭代打下基礎。此外,公司和下游客户始終保持良好、積極的溝通,從長週期視角看,公司依然高度看好光伏產業未來長遠的發展前景。
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