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科威爾(688551.SH):在氫能領域公司現階段出貨仍以燃料電池相關測試系統為主
格隆匯 09-25 09:39

格隆匯9月25日丨科威爾(688551.SH)接受特定對象調研時表示,在測試電源領域,大功率測試電源具有一定的先發優勢,市場佔有率位居前列,但由於沒有第三方數據的統計,無法提供具體的數據;小功率測試電源目前處於市場開拓的初期階段,市場份額不高;產線端產品,目前主要應用於新能源汽車鋰電領域,該業務公司起步較晚,現階段主要通過自動化廠商間接給電池廠供貨,對於下游客户需求及市佔率測算沒有較好的數據支撐。

在氫能領域,公司現階段出貨仍以燃料電池相關測試系統為主,根據第三方機構統計,公司 2022 年度燃料電池電堆測試系統、燃料電池發動機測試系統出貨量第一,市佔率 22%左右,居國內第一。

在功率半導體領域,目前處於國產化初期,公司 2021 年中標中車訂單是國內下游廠商首次採用國產設備,之前基本以國外進口為主。現階段下游客户需求主要來自新建產線,今年上半年半導體行業景氣度不高,仍在去庫存階段,產線擴建暫緩或推遲,對公司訂單拓展有一定影響。未來下游行業回暖,產線擴建,相信會給公司帶來市場機會。

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