科威爾(688551.SH):電解槽訂單陸續增加、制氫端收入比例穩步提升
格隆匯2月13日丨科威爾(688551.SH)在接受特定對象調研表示,在氫能領域,公司從用氫端向制氫端進行延伸是基於自身產業邏輯、技術共通性以及國家產業政策等方面綜合考慮的結果,符合公司發展戰略的需要。
公司從用氫端向制氫端延伸主要是:一方面,公司看好氫能行業的發展,佈局一條完整產線;二是從化學反應來看,是一種可逆反應,制氫的技術路徑和用氫有相似之處,公司有一定內在基礎;三是國家發改委氫能規劃從用氫端向制氫端傾斜,制氫行業發展有一定的政策支持。目前,氫能事業部還是以用氫端收入為主,但隨着公司電解槽訂單的陸續增加,制氫端收入比例也在穩步提升。
在氫能領域,目前公司的競爭對手主要有台灣羣翌能源、大連鋭格、寧波拜特、神力科技等。根據行業第三方檢測機構數據顯示,2022年度燃料電池檢測設備的市場份額中公司佔有率居第一。
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