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華明裝備(002270.SZ):公司目前掛網的特高壓產品有兩台
格隆匯 06-08 08:04

格隆匯6月8日丨華明裝備(002270.SZ)接受機構調研、現場參觀,就“特高壓市場情況及未來的預期?”

公司回覆稱,公司目前掛網的特高壓產品有兩台,最終要實現國產化替代還是需要一段時間。但是特高壓這塊已經不是華明的任務,是作為我們國家的一個任務。特高壓項目是國家電網在牽頭,結合了國內第一流的大學的實驗室、研究所、第一流的製造業企業,並最終實現全面國產化。但特高壓本身單條線的價值量並不是特別大,反而配套的設備總量可能會大於這一條線本身的價值總量。

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