大洋電機(002249.SZ):在金屬支撐固體氧化物燃料電池及電解制氫技術方面進行了產業佈局
格隆匯1月16日丨大洋電機(002249.SZ)投資者互動平台表示,公司將“氫燃料電池業務”定位為未來事業板塊,目前主要聚焦氫燃料電池核心零部件(BOP)的研製,包括升壓DCDC、雙級離心式空壓機、高壓屏蔽水泵、氫氣引射器、集成多種功能的燃料電池多合一控制器、渦電覆合高速離心式空壓機等。這些核心零部件與公司擅長的電機、電控相關,公司長期從事電機(包括高效智能電機)、電控研發和生產,已發展成為業內知名的建築及家居電器電機、新能源汽車動力總成系統供應商,積累了大量的技術應用以及生產工藝和成本控制經驗,在上述核心零部件產品技術和製造成本方面均擁有較大的優勢。此外,公司持續聚焦氫能產業鏈上游,除投資嘉氫實業探索加氫站業務之外,公司在金屬支撐固體氧化物燃料電池(SOFC)及電解制氫技術方面進行了產業佈局,聯合國內相關領域技術領先的科研院校進行深度合作,共同探討研發SOFC項目產業化路徑,目前仍處於前期研發階段。公司對氫能業務的發展充滿信心,也會保持耐心,且公司有足夠的資金和技術儲備來支撐公司氫能產業的發展和佈局。
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