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華明裝備(002270.SZ):以更高價格採購真空開關成為國外的主流
格隆匯 05-29 20:13

格隆匯5月29日丨華明裝備(002270.SZ)於2023年5月25日13:30-16:00接受機構調研、現場參觀,交流環節中,就“真空開關的市場空間?”,公司回覆稱,從國外競爭對手的情況看,競爭對手已經宣佈停產油浸式的分接開關,全部生產真空分接開關。從用户的角度看,油浸式開關的長期檢修費用相對較高,當人工成本越來越高時,油浸式開關的吸引力會越來越低,並且隨使用的年限越長總成本就越高,因此以更高價格採購真空開關成為國外的主流。

國內目前油浸開關仍然最主要的應用環節還是在工業變為主,短期來看成本上的優勢仍然非常明顯,國內用户對於長期檢修的意識也相對有限,因此油浸開關仍然會是未來一段時間的主流。但是隨着國內製造業發展,未來也會逐步向國外靠攏。近兩年真空開關在公司的銷售佔比也在逐漸的提升。

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