皇氏集團(002329.SZ):光伏EPC業務訂單主要來自於與華能集團、越秀集團等能源央企、國企
格隆匯9月11日丨皇氏集團(002329.SZ)近期在接待機構投資者調研時表示,公司光伏EPC業務訂單主要來自於與華能集團、越秀集團等能源央企、國企,部分來自於自身的工廠、牧場。原材料下跌後,光伏電站的投資收益相應的有所提高,部分能源企業經投資測算滿足了年化7%以上收益率的內部考核要求,因此會加大新建光伏電站的投入力度,這有利於公司承接更多光伏電站的EPC業務。
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