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東方電熱(300217.SZ):新能源裝備製造方面2023年新簽訂單目標為20億元
格隆匯 02-24 14:57

格隆匯2月24日丨東方電熱(300217.SZ)於2023年2月21日10:00-15:30接受機構調研時表示,新能源裝備製造方面,2022年的大部分訂單將在2023年確認銷售收入;2023年新簽訂單目標為20億元。去年四季度多晶硅市場產品價格波動較大,對之前規劃項目的落地有一定影響。根據以往的經驗,多晶硅行業存在較明顯的週期波動,這個板塊今年是收入確認小高峯,未來2-3年訂單情況預計會緩慢下降。公司已充分考慮,提前佈局研發熔鹽儲能、高爐鍊鋼等行業用的高效電加熱器,預計這兩塊將伴隨產業政策的釋放,出現新的業績增長點。

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