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濱海投資:下半年毛差會進一步修復提升
格隆匯 08-23 10:43
據濱海投資2024年中期業績發佈會路演問答實錄,針對“毛差是否下降?”的提問,公司迴應稱:公司上游採購成本下降促進向電廠開拓了銷售模式,這部分銷售收取的毛差與管輸費相若;另外公司還在存量市場中對現有客户進行開發,這部分也有一些銷售讓利,因此綜合拉低了毛差,但爭取到了客户供應量,做大了氣體銷量,毛差下降只是暫時現象。年度購銷合同是在今年4月份簽訂的,上半年反應還不明顯,下半年毛差會進一步修復提升。
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