華明裝備(002270.SZ):相信未來2-3年出貨量還是會存在持續增長的可能
格隆匯7月12日丨有投資者向華明裝備(002270.SZ)提問:未來的出貨量能否增長?
華明裝備回覆:從需求的角度,我們相信未來2-3年出貨量還是會存在持續增長的可能:第一,來自於現在新能源的建設,新能源現在還在建設過程當中;第二,我們這幾年特高壓的線路規劃的非常多,特高壓的建設週期較長,還會帶來大量的配套設備的建設;第三,現在的充電樁對於配電系統有非常大的考驗,它會造成局部電網短時間的波動會非常大,所以可能會有很多變電站會存在擴容的需求。
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