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通宇通訊(002792.SZ):公司新能源業務有智能換電櫃和分佈式光伏兩塊業務

格隆匯6月21日丨通宇通訊(002792.SZ)近期在接待機構調研時表示,公司進入新能源領域的契機是從中國鐵塔智能換電櫃項目開始的,公司與鐵塔合作關係良好,公司新能源業務有智能換電櫃和分佈式光伏兩塊業務。

公司智能換電櫃業務主要客户為中國鐵塔,電動車換電系統將物聯網技術和鋰電池BMS管理技術進行整合,可以遠程監控電池充電,判斷和記錄電池異常情況,目前主要應用於需要高頻使用電動車的人羣,如外賣、快遞派送等各類電動車充換電領域。

中通綠能項目是投資建設寧夏電信運營商通信機房及數據中心等屋頂院落的分佈式光伏項目,運營模式主要是向通信機房及數據中心等供電並收取電費。該項目於2023年1月正式啟動,預計2023年底到2024年能陸續產生效益。

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