特鋭德(300001.SZ):未來特鋭德希望將目前的業務延伸至產品全生命週期
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:請介紹一下特鋭德"智能製造+系統集成"業務板塊未來的戰略規劃。
答:創新始終是公司的核心競爭力。過去,特鋭德的創新是用預製艙式模塊化變電站取代傳統的土建變電站,為客户提供交鑰匙工程。未來,特鋭德希望將目前的業務延伸至產品全生命週期,將團隊專業的服務能力和產品技術相疊加,為客户提供從建站到電站運營、運維的全生命週期服務,讓客户從關注變電站的投建成本到更多關注變電站全生命週期的成本。
公司擁有龐大的客户羣體,特鋭德對外銷售的110kV以上電壓等級的變電站,其中大約1/3在電網側,1/3在發電側,1/3在大用户側。基於現有客户資源進行業務模式創新是公司未來3年一個很重要的工作方向。
從2022年到2023年上半年,特鋭德一直在對整個組織架構進行變革以及數字化轉型,通過一系列的變革和轉型,不斷完善嶗山、膠州和成都三大製造基地的標準化和模塊化水平,提升公司在製造端的規模效應和競爭力。
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