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國安達(300902.SZ):目前已為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12月6日丨國安達(300902.SZ)近期在接待機構投資者調研時表示,儲能新規自2023年7月份實施以來,公司確實能明顯感覺到整個儲能消防市場訂單需求急劇上升。儲能消防產品屬於定製化產品,受公司人員配備、生產力等因素影響,公司目前主要選擇承接一些比較優質的訂單,以應對公司目前交付能力的暫時瓶頸。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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