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新風光(688663.SH):SVG在電網的需求今年有了明顯的增加
格隆匯 11-06 09:10

格隆匯11月6日丨新風光(688663.SH)投資者關係活動記錄表顯示,SVG在電網的需求今年有了明顯的增加,但要説形成一個明顯的對於傳統SVC的替代趨勢,還為時過早。首先,從電網需求趨勢上,現在柔性輸配電的大趨勢已經形成了,包括國內的新型電力系統建設,以及10月份國家剛剛下達的鼓勵電力現貨市場的相關文件。相信將來電網從硬件及技術方面的改進也會加快,SVG在電網的應用會越來越多。SVG在電網的滲透也是比較快的,從公司今年前三季度的簽單佔比來看,SVG在電網已經做到了1億左右,佔總簽單的10%左右。SVG在其他傳統產業的滲透也沒有停步,今年公司加大了在冶金、煤礦等傳統產業不同應用場景的個性化需求研究,使公司產品能更好的適應產業需求。

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