東方電氣(01072.HK):料風機市場需求仍高 但風電整機價格續低位徘徊
東方電氣(01072.HK)(600875.SH)公布,於上周四(18 日)通過現場座談方式接待投資者調研。公司預計,今年國內風機市場需求仍處於高位,但風電整機價格仍將在低位徘徊。預計今年風電招標總量70GW以上,裝機總量55至60GW。大基地、分散式、綜合新能源系統仍將是主要的市場方向。陸上主流銷售機組是5至10MW等級,海上主流銷售機組是8至18MW等級。此外,產品疊代持續加速,整機商的技術創新能力面臨更大挑戰。
公司指出,去年煤電市場招標約79.3GW,今年預計市場招標量70GW左右。在國家「先立後破」的政策導向下,公司認為煤電市場不會斷崖式下跌。同時,由於社會經濟發展對電力需求的不斷增加,「三改聯動」深入推進、化解新能源時空匹配問題的需要,煤電還將在未來一段時間內依然是中國電力市場上的一支重要力量。
此外,公司長期深耕核能設備研發、製造,自主研發設計三代核電裝備,已成功應用於「華龍一號」、「國和一號」。公司正在攻關第四代核電裝備設計製造。
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