通裕重工(300185.SZ):一季度鍛造主軸出貨近1000支、鑄造主軸出貨400餘支
格隆匯6月16日丨通裕重工(300185.SZ)近期在接待機構調研時表示,今年第一季度受益於風電行業裝機回暖,鍛造主軸出貨近1,000支、鑄造主軸出貨400餘支。今年一季度公司實現營業收入14.27億元,同比增長5.98%;歸屬於上市公司股東的淨利潤0.86億元,同比增長65.28%。
根據全球風能理事會發布的《2023全球風能報吿》,預計未來五年平均每年風電新增裝機將達到136GW;預計到2024年,全球陸上風電新增裝機將首次突破100GW;到2025年,全球海上風電新增裝機達到25GW。我國“雙碳戰略”也為包括風電在內的新能源裝備製造提供了廣闊的發展空間,我們對未來的風電市場發展趨勢保持樂觀態度。
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