通裕重工(300185.SZ):暫沒有擴大鑄造產能的計劃
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,近年來部分風電整機供應商基於降本壓力及風電機組輕量化的需求,在大兆瓦主軸上會選擇鑄造主軸,風電鑄造主軸市場增長趨勢明顯。我們利用現有的鑄造產能和風電主軸的機加工優勢,成為國內首批進入風電鑄造主軸市場的供應商之一,並在2022年完成1,100餘支鑄造主軸的交付,已經形成規模化的批量供應能力。公司現有的鑄造產能可以滿足大規格風電鑄造主軸以及輪轂、機架等產品的生產,暫沒有擴大鑄造產能的計劃。公司將針對大型海上風電鑄件的市場需求,繼續提升大型鑄件的鑄造和機加工工藝,提高生產效率和產品質量,全力滿足市場需求。
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