蘇文電能(300982.SZ):現有4條斷路器產線可年產各類斷路器2萬台左右
格隆匯2月24日丨蘇文電能(300982.SZ)於2023年1月29日-2月24日接受機構調研時表示,公司斷路器產品小批量產線已於2022年7月投產,現有4條斷路器產線可年產各類斷路器2萬台左右,前期產品主要用於公司電力工程總包項目中電力成套設備產品的配套供應,為後續大規模擴產積累了大量經驗。此次新增斷路器產能可部分配套公司成套開關櫃,提高毛利率水平。斷路器屬於電力成套設備上游元器件之一,電力成套設備款式較多、規格型號不一且定製化需求較高,此次新增電力成套設備產能所需的斷路器,將根據客户需求、項目情況等條件,通過公司自行生產及外採相結合的方式配套。公司通過自建生產基地將公司生產的電力設備產品延伸至上游斷路器產品等核心原器件,提高元器件的自供率,同時降低產品成本,提高電力設備供應的穩定性和可靠性,增強盈利能力,從而強化電力設備業務對公司業務鏈條的支撐作用。
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