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新特電氣(301120.SZ):部分變頻用變壓器產品隨下游客户生產的高壓變頻系統投入儲能產業
格隆匯 02-22 20:33

格隆匯2月22日丨新特電氣(301120.SZ)近期接受機構調研時表示,因高壓變頻調速技術可應用於儲能領域,公司部分變頻用變壓器產品隨下游客户生產的高壓變頻系統投入儲能產業,在儲能系統中用於蓄能環節電機、水泵等設備的節能運行及智能化控制。除變頻用變壓器外,公司還根據自身發展戰略及市場需求,研發生產其他類型的特種變壓器及電抗器,其無需配套高壓變頻系統,應用於儲能領域時主要為變流器提供電源功能。由於儲能變流器與高壓變頻器採用類似的電力電子技術,公司在儲能配套的特種變壓器及電抗器產品上具備較為成熟的技術平台和交付能力。根據公司未來3-5年的發展規劃,儲能領域的應用是公司在新能源領域的主要發展方向之一,該項業務定位為公司現有核心業務外的未來聚焦市場業務,目前處於初步探索階段,短期內不會完全替代以變頻用變壓器為主的現有核心業務,預計短期不會對公司未來經營及業績構成重大影響。

公司儲能領域客户目前有部分與既有變頻用變壓器客户重合,其餘為新開發客户,公司銷售人員對該市場客户的開發尚處於初始階段。

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