至纯科技:设备业务毛利率较低主要是由于交付量较少,固定成本无法有效摊薄
Group 1 - The core viewpoint of the article highlights that the low gross margin in the equipment business is primarily due to low delivery volumes, which prevent effective dilution of fixed costs [2] - The company has been transitioning to domestic supply chain components, which initially resulted in lower yield rates and higher costs, leading to additional losses [2] - The key to improvement lies in increasing delivery volumes, and as the domestic supply chain matures (with approximately 80% of the transition completed), yield rates and economies of scale are expected to reduce costs [2]