恩捷股份(002812.SZ):結合行業景氣度、在手訂單和行業供給情況看,公司對今年的預期保持樂觀的態度
格隆匯3月7日丨恩捷股份(002812.SZ)於2023年3月3日召開業績説明會,公司表示,考慮到補貼政策退出和1月春節假期對市場的影響,一季度確實是淡季,為了保障市場復甦後的生產和供應順暢,公司在2月輪動的做了產線設備檢修維護;現在3月市場逐步開始復甦,但具體發貨數量還請關注公司一季報。從全年甚至更長期的維度來看,結合行業景氣度、公司在手訂單和行業供給情況看,公司對今年的預期保持樂觀的態度:首先在地方政策支持、車企價格調整放量和疫情後消費復甦綜合影響下,今年動力和儲能都會維持高景氣度,短期的波動意味着後續有更大的空間;第二,公司和多家大客户如寧德、中航、億緯、國軒、蜂巢、孚能等簽訂保供合同,整體訂單情況良好,下游客户對行業增長有信心,因此採取提前鎖定優質產能來保障供應,預計今年隔膜行業還是保持相對緊平衡的狀態;第三,隔膜行業的產能釋放受仍然受到設備交付週期、安裝調式時間、客户驗證時間長的影響,公司已經具備穩定的、大規模供應能力和領先的技術實力,並且長期保持良好供應記錄,所以客户粘性更強;公司從合作過程中能快速強化自身的生產、工藝能力和技術水平,持續保持市場領先。
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