華明裝備(002270.SZ):今年以來真空開關產品佔比已經越來越高
格隆匯8月16日丨華明裝備(002270.SZ)近期在接待機構投資者調研時表示,公司的產品主要集中在35kV-220kV之間。因為從電壓等級分佈來説也呈金字塔結構,所以本身這一段需求在整體產品的佔比就比較高。而在500kV及以上包括目前特高壓市場本身的市佔率較低。
從整體情況看,這兩年公司分接開關的均價大概在10多萬,在同一電壓等級內不同型號的真空式、油浸式的分接開關,以及有載和無載產品的價格和毛利的差別也會很大。但是具體到每一個電壓等級都會有相對價值量高的產品和低的產品,但總體真空開關等價格會貴2倍到4倍左右,未來特高壓的產品單台價值量會比目前真空開關等價格還要高很多。今年以來真空開關產品佔比已經越來越高。
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