天順風能(002531.SZ):長風主要生產單管樁和導管架,目前一直生產飽滿
格隆匯6月14日丨有投資者向天順風能(002531.SZ)提問,“1.關注到國家不斷出台優化簡化分佈式風力發電的政策措施,請問貴司在分佈式風力發電有什麼舉措,已取得什麼成就?對國家分佈式風力發電市場的容量如何看待?2.貴司有提到,截至今年上半年,天順在海工方面的有效產能是收購長風的50~60萬噸,請問這是表明長風海工截至今年上半年在接近滿產運行嗎?”
天順風能回覆稱,分佈式如能有效落地,將是集中式的有效補充,而且分佈式可以建設在經濟發達地區,對電網消納壓力較輕。對行業而言將會增加裝機量和需求。長風主要生產單管樁和導管架,目前一直生產飽滿。自2021海上風電搶裝後,國家政策從海風長遠發展做了進一步規範,技術進步也推動了海風成本的大幅度下降,海風已經具備了快速發展的基礎。
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