賣 6ES7 314-6BF02-0AB0
毛利率數(shù)據(jù)更能反映出上述現(xiàn)象。今年上半年,正泰電器光伏業(yè)務毛利率為22.20%,較去年同期下滑0.53個百分點。而其低壓電器業(yè)務毛利率為33.13%,較去年同期了0.92個百分點。
正泰電器的光伏業(yè)務營收占比雖然遠不及低壓電器業(yè)務。但該項業(yè)務過去兩年均能保持較高的業(yè)績增速,是正泰電器整體業(yè)績實現(xiàn)穩(wěn)健增長的一大推手。
財務數(shù)據(jù)顯示,2016、2017年,正泰電器光伏業(yè)務的營收增速分別為36.77%、18.16%,均過同期低壓電器的營收增速。且在過去兩年低壓電器毛利率不斷下滑之時,該公司的光伏業(yè)務毛利率上升。
不過,今年上半年,正泰電器的兩項業(yè)務經(jīng)營狀況發(fā)生了轉換。
不到11%的同比增長率,預示著正泰電器光伏業(yè)務報告期內(nèi)營收增速有所下滑,且疊加業(yè)務毛利率下降的狀況,證明“5·31光伏新政”仍對該公司光伏業(yè)務造成一定影響。
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