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百川暢銀(300614.SZ):移動儲能供熱項目正在與相關部門研究如何將其開發成一個減排項目,從而可以賣綠證
格隆匯 05-16 15:08

格隆匯5月16日丨百川暢銀(300614.SZ)於2023年5月12日16:00接受特定對象調研,就“公司年報中顯示移動儲能供熱業務毛利率較低,如果未來移動儲能供熱業務佔比提高的話,毛利率會不會受到影響?”,公司回覆稱,移動儲能的毛利率雖然較低,但公司碳交易的毛利率高達90%以上,這將有助於平衡整體毛利率。實際上,公司的移動儲能供熱項目正在與相關部門研究如何將其開發成一個減排項目,從而可以賣綠證,因為我們沒有增加用户新的能源消耗,實際上這是一種綠色能源。我們也正在研究如何將其開發成碳減排項目,或者發行綠色證書。如果能成功賣綠證,毛利率將會提高。因為賣蒸汽是傳統的業務,是無法實現高毛利的。

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