珠海冠宇(688772.SH):動力電池和儲能電池業務發展勢頭良好
格隆匯9月5日丨珠海冠宇(688772.SH)舉行分析師會議及業績説明會時表示,公司目前主要從事消費類聚合物軟包鋰離子電池的研發、生產及銷售,同時對動力及儲能領域持續進行戰略佈局。動力類電池業務方面,經過前期的專注投入與深耕,公司在車用低壓電池方面的技術實力和發展潛力陸續獲得通用、上汽、捷豹路虎等國內外知名車企的認可,獲得多個車型項目定點函,產品成熟度和穩定性進一步得到市場批量應用驗證。儲能類電池業務方面,公司已陸續進入中興、Sonnen、南網科技等國內外知名系統集成商的供應鏈體系並已開始批量供貨。動力電池和儲能電池業務發展勢頭良好。
未來公司將在保持消費類聚合物軟包鋰離子電池領域行業領先地位基礎上,根據公司新開拓的動力類客户及潛在客户的動力類電池訂單情況,循序漸進地擴大產能和豐富產品品類,通過加大研發投入和技術迭代,不斷提升技術實力和產品性能以增加市場競爭力,通過家庭儲能及通訊備電、工商業儲能、汽車低壓啟停電池業務向電網側儲能、發電側儲能業務過渡,並視市場機遇及公司發展實際情況,審慎把握汽車高壓電池業務機會。
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