百川暢銀(300614.SZ):未來非傳統填埋氣業務每年有望增長20%-30%,移動儲能供熱業務未來每年預計約有30%左右的增長
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“請介紹下公司各個業務現在的訂單情況及增長目標。”,公司回覆稱,公司的業務可以分為三個方向:傳統的沼氣發電業務、碳減排業務以及移動儲能供熱業務。
在傳統的沼氣發電業務方面,目前填埋氣業務佔比大約為70%-80%,非傳統填埋氣業務(養殖場糞污、餐廚垃圾和廚餘垃圾、垃圾焚燒廠滲濾液沼氣等)佔比大約為20%-30%。未來,非傳統填埋氣業務每年有望增長20%-30%。傳統填埋氣業務在國內可能會逐漸萎縮,而在東南亞和南美洲等地的填埋氣業務將有所增長。
對於碳減排業務,市場將受到全球經濟和政策影響。去年實現了670萬元的收入,今年有望實現大幅增長,但具體增長情況還需觀察市場和政策變化。
移動儲能供熱業務今年有望佔公司銷售收入的約15%-20%,未來每年預計約有30%左右的增長。總之,公司未來的增長主要依賴於非傳統填埋氣業務、碳減排業務和移動儲能供熱業務。
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