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三一重能(688349.SH):上半年公司新增訂單8.35GW 今年全年預計同比會有比較大的增長
格隆匯 09-11 09:39

格隆匯9月11日丨三一重能(688349.SH)召開線上電話交流會時表示,2023年上半年,公司新增訂單8.35GW,上半年新增訂單基本和去年全年新增相當,今年全年預計同比會有比較大的增長。

公司訂單以國內陸上為主,已進入"五大六小"等能源集團供應商名錄,同時加強了與內蒙古能源集團、北京能源集團、河北建投等區域性能源集團的合作,並在上述客户均有訂單收穫;海外訂單的獲取有個過程,公司海外營銷團隊已發展到兩百人左右,分為歐洲、亞洲、拉美、中東及非洲等四大區域,今明兩年爭取更多的訂單突破和儲備;海上方面,公司也在參與一些訂單的投標。

公司按照陸上、海外、海上的戰略優先級推進業務,海外將是公司未來較大的增長點。在歐洲區域,國內廠商在性價比、交付速度等方面存在較大優勢,也可以通過智能工廠的形式實現本土化生產。雖然進入歐洲市場需要一定的過程,但是一旦進入歐洲客户的供應商名錄,後續的訂單會比較穩定。除歐洲區域外,東南亞國家對中國風機產品的接受度較高,拉美、中東和北非也有比較好的發展前景。

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