金冠電氣(688517.SH):充電樁和電化學儲能系統等新能源產品發展勢頭良好
格隆匯2月21日丨金冠電氣(688517.SH)於2023年2月17日10:30-12:00接受機構調研時表示,公司現以兩類業務為主,一類是輸配電及控制設備研發、製造和銷售,主要產品有交、直流金屬氧化物避雷器和配網產品。公司避雷器產品為國家級單項製造業冠軍,主要客户以國家電網和南方電網為主,保持着持續穩定的中標率,其中特高壓避雷器產品市場佔有率在30%以上。
第二類是充電樁和電化學儲能系統等新能源產品。公司的充電樁產品以大功率直流快速充電樁為主,並提供配套的軟件服務平台;電化學儲能系統產品有電池系統、變流升壓系統、儲能變流器(PCS),以及能量管理系統(EMS)。
2022年避雷器和配網產品市場份額持續穩定,充電樁和電化學儲能系統等新能源產品發展勢頭良好。2022年公司實現營業收入6億元,同比增長13.8%,淨利潤8076.22萬元,同比增長16.8%(數據未經審計)。
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