望變電氣(603191.SH):預計高牌號取向硅鋼的價格因節能變壓器的需求增加而持穩或上升
格隆匯1月13日丨望變電氣(603191.SH)在投資者互動平台表示,取向硅鋼的價格受原材料、下游需求、供需關係、牌號等多種因素影響,2024年第二季度過後市場價格就85及以上牌號有明顯升價,取向硅鋼採取每月報價,價格和市場有一定的傳導期。 後期我們預計高牌號取向硅鋼的價格因節能變壓器的需求增加而持穩或上升,一般取向硅鋼的價格因需求穩定而保持相對穩定。 公司八萬噸高端磁性新材料項目的牌號結構提升,一定程度上修復了取向硅鋼的毛利率;單位取向硅鋼的高低牌號價格因牌號、客户等級、市場等因素存在較大差異。
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