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國安達(300902.SZ):已為40多家下游客户包括寧德時代等頭部客户提供儲能消防解決方案和產品供應

格隆匯11月22日丨國安達(300902.SZ)近期在接待機構投資者調研時表示,國家標準《電化學儲能電站安全規程》自2023年7月1日實施以來,對儲能行業的上下游相關產業鏈帶來了良好的發展機遇。雖然,該標準是推薦性國家標準,但是下游客户基於轉嫁安全責任風險的考量,從目前客户實際安裝程度來看,大部分儲能集成商客户還是會選擇配置PACK級的消防,即選擇滿足國家標準要求的技術方案。因此,公司儲能消防業務收入也取得了快速的增長。後續,公司將緊抓市場機遇,縝密部署儲能消防市場,加快建設儲能消防產品擴產生產線,加大儲能消防市場營銷推廣力度,助力公司儲能消防業務高質量、可持續發展。目前公司已為40多家下游客户包括寧德時代、比亞迪、億緯鋰能、陽光電源、遠景能源、海辰儲能、海博思創等頭部客户提供儲能消防解決方案和產品供應,公司儲能消防產品得到市場客户的高度認可和應用。

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