望變電氣(603191.SH):2022年取向硅鋼產量11.12萬噸,產能利用率達111.2%
格隆匯6月30日丨有投資者向望變電氣(603191.SH)提問:公司現有的取向硅鋼產能、產量是多少?後續產能和產能利用率還有增幅空間嗎?
望變電氣回覆:公司的取向硅鋼成熟生產線年產能為10萬噸,現有10萬噸產能是5+5的配置,5萬噸CGO和5萬噸HIB,2022年取向硅鋼產量11.12萬噸,產能利用率達111.2%,產能利用率再提高的空間不大;產能提升主要來源於公司2022年6月投建的8萬噸新材料項目,該項目國內設備預計在2023年6月到位,屆時預估會新增2~3萬噸產能/年,關鍵進口設備預計於2024年6月到位,當年可新增5~6萬噸產能,預計2025年達產。
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