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南都電源(300068.SZ):目前公司鉛電產能為5GWh,未來沒有新增擴產計劃
格隆匯 04-27 15:30

格隆匯4月27日丨南都電源(300068.SZ)於2023年4月25日進行線上電話會議,就“公司鉛酸產能情況?未來規劃如何?”,公司表示,目前公司鉛電產能為5GWh,未來沒有新增擴產計劃。公司鉛電產品主要應用於工業儲能領域,主要包括運營商、數據中心、核電等。尤其數據中心方面,隨着以ChatGPT大模型等為代表的AI技術發展,對高性能計算的需求日益增長,將進一步推動數據中心等基礎設施的迭代升級需求,帶來業務增長空間。

公司鉛電業務整體在保持穩定的基礎上,主要針對國產替代進口的高端產品為主,以高盈利、回款優為原則獲取訂單,整體優化產品結構和客户結構。

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