南網科技(688248.SH):隨着公司完成廣西、貴州兩家試驗檢測子公司的併購,電源試驗檢測業務將帶來新的業務增量
格隆匯9月19日丨南網科技(688248.SH)接受特定對象調研時表示,上半年公司電源側試驗檢測業務主要集中在廣東省內,受區域市場規模限制,且區域市場佔有率較高等因素影響,該業務上半年收入基本趨於平穩。下半年,隨着公司完成廣西、貴州兩家試驗檢測子公司的併購,電源試驗檢測業務將帶來新的業務增量。上半年電網側試驗檢測業務實現快速增長,主要原因為電力設備X射線無損檢測、電氣一二次設備及材料品控檢測和儀器儀表檢驗校準等試驗檢測業務量大幅提升;同時石墨接地體、噪聲治理等新業務佈局初見成效。慧眼無人機在國網江蘇、湖北屬於變電站無人機巡檢試點應用項目,國網區域變電站無人機巡檢市場滲透率較低,公司將把握本次試點項目機會,為客户提供優質的產品和服務,爭取產品的規模化推廣應用。
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