銀輪股份(002126.SZ):現在來展望今明兩年增速最快的是熱泵和儲能領域
格隆匯4月18日丨銀輪股份(002126.SZ)於2024年4月16日進行電話會議,就“數字與能源板塊增速最快的是哪些細分領域?”,公司回覆稱,數字與能源事業部涉及熱泵、儲能、數據中心、風光電、充電樁等多個行業,產品類型高度集成化。現在來展望今明兩年增速最快的是熱泵和儲能領域,在熱泵板換產品上公司深綁頭部大客户,同時拓展行業內其他標杆客户,新項目訂單將持續獲得。此外,歐洲應用新一代製冷劑的換代熱泵將於2025年全面切換,公司在新制冷劑熱泵產品市佔率較高,涉及產品機型覆蓋面廣闊。在儲能產品上公司同樣聚焦幾家頭部客户。
當前,公司聚焦數字與能源事業部發展,內部調集資源全力確保產線供應。隨着新項目的研發完成和投產,展望數字與能源板塊未來幾年繼續保持較快增速。
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