溯聯股份(301397.SZ):目前在手的儲能項目較多,液冷產品的交付量與2022年相比有了較大比例的增長
格隆匯10月27日丨溯聯股份(301397.SZ)於2023年10月26日接受特定對象調研,就“公司儲能業務發展情況?”,公司回覆稱,公司在連接件、排氣閥、球閥、控制閥等零部件上積累了大量核心技術,已申請和獲得了部分專利,並在此基礎上進行成套開發,提供整個儲能系統的解決方案。此外,公司還開發了相關控制部件以防止電池冷卻液在安裝、維保的過程中外溢,提高了儲能產品的安全性和環保性。
目前公司在手的儲能項目較多,液冷產品的交付量與2022年相比有了較大比例的增長。但由於儲能業務收入基數較低,從立項到落地的週期較長,預計對今年的收入不會造成明顯影響,未來兩年內有望實現較大幅度的發展。
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