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運達股份(300772.SZ):智慧服務業務是公司重要的業務板塊之一,上半年公司新籤銷售合同金額已超2億元
格隆匯 11-08 17:21

格隆匯11月8日丨運達股份(300772.SZ)於2023年11月8日接受特定對象調研,就“請介紹一下公司智慧服務業務的情況?”,公司回覆稱,智慧服務業務是公司重要的業務板塊之一,公司2023年上半年公司新籤銷售合同金額已超2億元。隨着早期安裝的風電機組運行時間超過設計壽命期,“老舊風場以大代小”和“老舊風機技術改造升級”市場規模會繼續增加,未來市場盈利空間很大;同時行業的規範性會進一步提升,掌握核心技術優勢的風電主機廠家會有一定的優勢。

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