華明裝備(002270.SZ):檢修業務目標是希望儘快實現2.5-3億的規模
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,檢修業務公司的目標是希望儘快實現2.5-3億的規模。檢修業務由於存在明顯的季節性的特點,在用電高峯期無法停電檢修,因此大規模的進行人員配備不太具有經濟性。未來公司可能會使用在線監測技術等形式來開展業務,以提高檢修業務的市場的空間和利潤水平。公司現在特高壓變壓器上已經有公司主導研發的在線檢測產品投運,意味着我們在其他電壓等級上也是有技術和質量保障。同時在客户端,特別是電網端已經越來越重視服務,特別是全生命週期的設備維護的提出,我們相信對產品帶電或者吊芯檢修的頻率和規範性也會越來越高。
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