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飞凯材料:光引发剂近期涨价对公司毛利影响较小

Core Viewpoint - The recent price increase of photoinitiators has a minimal impact on the company's gross profit due to effective cost management and supply chain strategies [1] Group 1: Impact of Photoinitiator Price Increase - The usage of photoinitiators is relatively low in the company's product cost structure, leading to a minor overall impact on gross profit [1] - The company has a mature supply chain management and cost control system that allows for negotiation with suppliers to secure better prices, effectively alleviating external price pressures [1] - The company produces TMO products that not only meet external customer demands but can also be utilized for internal production, further mitigating cost increases [1] Group 2: Future Strategies - If photoinitiator prices remain high, the company plans to increase the self-use ratio of TMO products, which will help in further reducing production costs [1]