特鋭德(300001.SZ):2023年上半年在國網各省電力公司的中標額實現穩步增長
格隆匯7月17日丨特鋭德(300001.SZ)接受特定對象調研時,有投資者問:請簡單介紹一下公司"智能製造+系統集成"業務板塊的主要發展情況。
答:公司聚焦新能源發電側、電網側、工業用户側市場。在新能源發電側,五大六小發電集團作為在發電側投資的主體,均為公司客户;無論箱式變電站,還是預製艙式模塊化變電站,特鋭德均為相關細分領域的頭部企業。在電網側,特鋭德一直深耕細作,不斷提升產品的中標份額;2023年上半年,特鋭德在國網各省電力公司的中標額實現穩步增長,例如,變壓器台套產品中標額明顯提升,在全國供應商中排名前三。在負荷側,秉承雙碳戰略,公司聚焦開拓新材料、新能源、數據中心等戰略新興產業客户,例如公司已為比亞迪多座新建工廠提供電力設備,同時也為億緯鋰能、隆基綠能、天合光能、陽光電源等公司配套電力設備。
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