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電氣風電(688660.SH):未來主要通過在成本端和業務端兩個方面緩解對公司盈利能力的影響
格隆匯 04-24 06:36

格隆匯4月24日丨有投資者在投資者互動平台向電氣風電(688660.SH)提問,“在國家風電補貼退補下新簽訂單是否還有盈利?”

電氣風電回覆稱,隨着國家補貼退坡政策全面落地,風電行業進入平價時代,海、陸風機招標價格均持續走低,2022年度對公司產品盈利性造成一定影響。面對行業壓力,公司未來主要通過在成本端和業務端兩個方面緩解對公司盈利能力的影響。成本端通過①積極利用自身技術優勢推動成熟產品升級和新產品向大型化發展;②積極推進技術穿透佈局,從葉片、驅動鏈等關鍵核心零部件入手,從設計技術和製造工藝等方面的穿透掌握,同時佈局核心二級原材料,增強公司對關鍵核心零部件技術和供應鏈的掌控能力;③繼續推進零部件的國產化生產,如主軸承、滑動軸承等;④採取各類措施持續優化經營,通過精益製造提升生產運營效率等工作進一步控本降費。業務端將繼續堅持以風電業務為戰略支點,積極拓展風資源開發業務,提升後市場服務業務佔有率,尋求更多利潤增長點。

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