热场价格下降盈利承压

金博股份（688598）2023 年年报及 2024 年一季报点评 | --- | --- | --- | --- | --- | --- | |------------------|--------|----------|---------|----------|----------| | | | | | | | | | 收入 | 1,067.54 | 875.00 | 1,092.00 | 1,400.00 | | 热场系统系列产品 | 增速 | -20.20% | -34.59% | 24.80% | 28.21% | | | 毛利率 | 27.12% | 17.71% | 23.69% | 31.04% | | | 收入 | | 353.98 | 442.48 | 707.96 | | 锂电负极材料代工 | 增速 | | | 25.00% | 60.00% | | | 毛利率 | | 20.00% | 20.00% | 20.00% | | | 收入 | | 100.00 | 360.00 | 640.00 | | 碳陶刹车盘 | 增速 | | | 260.00% | 77.78% | | | 毛利率 ...