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三一重能(688349.SH):預計今年零部件不存在交付瓶頸的情況
格隆匯 10-18 10:31

格隆匯10月18日丨三一重能(688349.SH)投資者關係活動記錄表顯示,公司目前主軸承、偏航變槳軸承全部為外採,零部件只有葉片、發電機為自制。

目前國內零部件廠商的供應能力已經顯著提升,主要產能供大於求,預計今年零部件不存在交付瓶頸的情況。但因各季度交付不均勻,預計在交付旺季時部分鑄鍛件、90米以上葉片和齒輪箱等可能會存在臨時緊缺的情況。

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