博菲電氣(001255.SZ):將重點圍繞火力發電和水力發電尋求新的業務增長點
格隆匯9月7日丨博菲電氣(001255.SZ)於2023年9月6日接受特定對象調研,就“2023年下半年風力發電、軌道交通等下游行業發展形勢?公司下半年的發展規劃?”,公司回覆稱,公司產品主要應用於風力發電、軌道交通、工業電機、家用電器、新能源汽車、水力發電等領域。風力發電領域保持較好的發展態勢,公司主要客户涵蓋了金風、明陽、遠景、三一重能等,公司保持競爭優勢將圍繞三一重能等新客户加大開拓力度,目前在風力發電領域,公司絕緣材料具有較好的市佔率和客户口碑。軌道交通行業近幾年發展相對穩定,公司與中國中車建立了長期穩定的合作關係,將繼續鞏固軌道交通市場。積極開拓高壓電機和新能源汽車驅動電機市場,已通過比亞迪合格供應商准入,逐步開始小批量供貨。由於火力發電將迎來返修升級,水力發電也保持較大的投資,公司將重點圍繞火力發電和水力發電尋求新的業務增長點。
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