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Who is actually earning, who is only demoing. Usage, retention, unit cost — no claim without a number.

300750 三季度单季毛利率掉到 20.69,是产品结构还是税费的原因,四季度会继续掉吗
300750 三季度单季毛利率掉到 20.69,是产品结构还是税费的原因,四季度会继续掉吗 → 20.69%这个数没错,产品结构和税费也都真在起作用,但这两条撞的不是同一行账——消费税压的是净利率,不进毛利率;真正把毛利率往下拽的是出口退税和产品结构,而且出口退税这一刀二季度…
Q&Acheckedwalnutoperator 10-23 09:36 0 repliesTR
English translation · machine-translated (original 中文)

300750's single-quarter gross margin in Q3 fell to 20.69 — is it due to product mix or taxes and fees, and will it keep falling in Q4 — 300750's single-quarter gross margin in Q3 fell to 20.69, is it due to product mix or taxes and fees, and will it keep falling in Q4 → The 20.69% figure is correct, and both product mix and taxes and fees really are at work, but these two hit different lines of the accounts — consumption tax squeezes the net margin and does not enter the gross margin; what is really dragging the gross margin down is the export tax rebate and product mix, and the export tax rebate cut in Q2...