沪电股份：原物料供应的稳定性和价格走势会影响公司未来生产的稳定性和盈利能力

证券之星06-30

证券之星消息，沪电股份(002463)06月29日在投资者关系平台上答复投资者关心的问题。

投资者提问：董秘您好，近期PCB上游原材料出现大幅涨价行情，想向公司咨询两点： 1.面对原材料成本上行，公司各类PCB产品是否会相应提价来转嫁成本？调价机制及定价策略是怎样的？2.若产品调价滞后或无法完全覆盖成本涨幅，上游涨价是否会挤压公司利润空间，进而对公司当期及后续经营业绩产生负面影响？公司有无对冲成本波动的应对措施？

沪电股份回复：您好，原物料供应的稳定性和价格走势会影响公司未来生产的稳定性和盈利能力。公司始终坚持通过技术工艺创新、产品结构优化，提高供应链合作深度，建立多元化供应来源等多种手段，应对原材料价格上涨的风险；同时提高与客户合作的深度，将原材料价格上涨的压力予以转移或化解。PCB属于高度定制化产品，公司采取以技术价值与质量溢价为导向，并随市场供需动态调整的灵活定价机制。比如AI服务器、高速网络交换机等高端应用领域，鉴于其通常涉及22层及以上高多层板、精细线路及先进材料的复杂工艺，具有较高的技术壁垒。因此，该类产品的定价不仅反映了制造成本，也会体现公司产品在高信赖性与高性能的核心技术价值，谢谢！

本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。

责任编辑：刘浩然

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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