福莱特玻璃(6865.HK):Q1毛利率环比修复 再证龙头成本优势

长江证券
20 May

事件描述福莱特发布2025 年一季报,2025Q1 实现收入40.79 亿元,同比下降29%,环比持平;归母净利1.06 亿元,同比下降86%,环比增长137%。事件评论Q1 光伏玻璃出货预计环比持平,公司毛利率为11.72%,环比提升8.84pct。毛利率修复主要有两点原因,一是受国内抢装影响,3 月玻璃价格有所提升;二是公司加强成本管控,成本有所优化。Q1 期间费用率7.89%,环比提升...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10