蘭石重裝(603169.SH):在氫能、光伏、核電領域主要從事前端設備供應
格隆匯8月16日丨蘭石重裝(603169.SH)披露關於氫能、光伏光熱、核電領域業務説明暨風險提示的公吿。公司所處能源裝備製造行業主要為能源、化工、鋼鐵、有色、電力等行業及國防軍工提供重大成套技術裝備、高新技術產品和服務。
公司指出,在氫能、光伏、核電領域主要從事前端設備供應,下游行業的發展存在一定的不確定性,向上遊行業的傳導也存在一定的不確定性,可能影響公司在上述行業的業務發展。
氫能領域公司主要提供氫氣製造與氫氣儲藏設備,部分細分領域的產品尚在合作研發過程中,尚未取得訂單,暫不涉及其他氫能細分領域產品。目前該領域公司在手產品訂單1.16億元左右,預計在公司2021年度經營業績中佔比較小。
光伏光熱領域公司主要提供的是設備與裝置。光伏領域,公司主要提供生產多晶硅的裝置設備,包括冷氫化反應器、氣氣換熱器、塔器、球罐、還原爐等,主要應用於生產多晶硅的原料合成、提純、高温還原等環節。截止目前,公司在該領域訂單合計達7億元,經初步測算上述設備平均毛利率為10%-15%,根據產品交貨期,預計今年下半年或明年實現銷售;光熱領域,公司主要提供熔鹽儲罐。近年相繼完成了光熱領域的甘肅阿克塞高温熔鹽型光熱槽式發電測試平台項目4台熔鹽儲罐、中廣核德令哈50MW光熱發電項目15台各類儲罐等,目前暫無在手訂單。
另外,核電領域公司主要提供核電板式換熱器和核電壓力容器,暫不涉及其他核電細分領域產品。目前該領域公司在手訂單9500餘萬元,預計在公司2021年度經營業績中佔比較小。
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