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龍磁科技(300835.SZ):恩沃今年在上海已新建生產基地,建成後合計產能將達60萬套

格隆匯2月24日丨龍磁科技(300835.SZ)於2023年2月22日9:30-11:30接受機構調研,就“恩沃22年出貨情況及當前產能情況”表示,22年4-7月份,恩沃受供應鏈及物流成本影響較大,生產和出貨停滯了一段時間,下半年隨着情況全面好轉,出貨量逐月快速上升,全年出貨15-16萬套。

今年在上海已新建生產基地,包括原有永康基地,建設完成後合計產能將達60萬套。

恩沃產品主要為微型逆變器和監控器。微逆產品以一拖一300W、360W和一拖二560W、720W為主。恩沃微逆產品及配套監控器主要銷往葡萄牙、奧地利、德國、瑞士、哥倫比亞等歐美國家,歐美髮達國家一拖一和一拖二需求比較集中。巴西、墨西哥等發展中國家對性價比要求較高,追求更低的單瓦價格,因此對一拖四產品體現出更明顯的偏好,目前恩沃一拖四2000W產品已開始投入市場。

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