威勝信息(688100.SH):在數字電網領域行業龍頭地位穩固,2022年成為唯一一家在國家電網、南方電網、蒙西電網三大主流電網公司用電信息採集招標中均有中標的企業
格隆匯3月9日丨威勝信息(688100.SH)披露2023年2月投資者交流會紀要,在“雙碳”目標驅動下,國家電網、南方電網以及地方電網公司紛紛加大投資力度加快新型電力系統建設。“十四五”期間,南方電網建設將規劃投資約6700億元,推動以新能源為主體的新型電力系統構建;國家電網未來五年計劃投入3500億美元(約合2.24萬億元人民幣),推進電網數字化轉型升級,近日國家電網董事長辛保安表示,2023年國家電網投資將超過5200億元,再創歷史新高。2022年威勝信息聚焦數字電網、數智城市、國際市場三大賽道,均取得了進展及突破:
在數字電網領域行業龍頭地位穩固,2022年公司成為唯一一家在國家電網、南方電網、蒙西電網三大主流電網公司用電信息採集招標中均有中標的企業,中標金額排名第一;
在數智城市領域持續突破,2022年共計新增入圍水司18家,中標35個智慧水務項目;2022年先後中標交通銀行、建設銀行、農業銀行、郵政儲蓄銀行等大型銀行的電氣火災監測系統建設項目,在銀行用電安全領域取得重大突破;
國際市場競爭力持續加強,電力AMI業務已從佈局步入高速增長階段,智慧市政的水務和燃氣也迎來蓬勃發展;2022年威勝信息與沙特絲路公司簽署了中沙產能合作備忘錄,深度參與沙特智慧能源和智慧城市重點建設項目,同時也在重點市場國家啟動海外公司建設計劃,進一步擴展“一帶一路”發展領域。
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