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望變電氣(603191.SH):國內能夠生產高磁感取向硅鋼的企業較少
格隆匯 06-30 11:44

格隆匯6月30日丨有投資者向望變電氣(603191.SH)提問:取向硅鋼的技術壁壘和公司的行業地位如何?

望變電氣回覆:取向硅鋼,尤其是高磁感取向硅鋼,因工藝窗口參數控制技術壁壘較高,國內能夠生產高磁感取向硅鋼的企業較少,行業內企業主要集中在大型的國有鋼鐵企業和較少數的民營企業。

2022年全國取向硅鋼產量217.4萬噸,其中寶鋼100萬噸,首鋼20萬噸,望變電氣11萬噸,公司排名全國第三,民營企業第一。

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