東方電熱(300217.SZ):儲能業務已經開始規模化落地
格隆匯5月17日丨東方電熱(300217.SZ)在2023年5月10日、5月11日、5月15日路演活動上表示,新能源裝備製造業務方面,無論是已簽定合同的交付還是新簽訂合同金額,都符合公司預期。按照2022年簽訂的合同交付週期,今年二、三季度,訂單確認應比較多。今年一季度新簽訂單近6億,具體已在2023年第一季度報吿中披露了。現在的光伏產業,整個上下游,都具備了獨立盈利生存能力和條件。多晶硅價格波動,雖然短期內延緩了上游投資,但影響中長期投資需求的可能性不大。無論是國家產業政策,還是企業實際需求,下游需求始終是增長的,這會對上游的原材料價格形成支撐。另外,就算不考慮新增投資,持續的產線壽命到期更新需求,如每年按照總產能的10%替換,每年的總投資規模差不多也在160億至170億左右。總體來説,公司預計這方面的訂單會保持相對平穩。另外,公司新能源裝備製造業務也在持續拓展,包括熔鹽儲能、高爐鍊鋼用的一些新產品,比如儲能業務已經開始規模化落地。
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