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南網科技(688248.SH):一季度儲能業務收入1.78億元 今年有望繼續保持業務收入和利潤貢獻高速增長
格隆匯 05-13 16:07

格隆匯5月13日丨南網科技(688248.SH)披露投資者關係活動記錄表顯示,公司2023年儲能業務收入7.26億元,同比增長123%,毛利率14.69%;2024年一季度,儲能業務收入1.78億元,毛利率17.18%。今年有望繼續保持業務收入和利潤貢獻高速增長,主要基於以下幾個原因,

一是公司儲能業務在手訂單充足。截止2023年末,儲能業務在手訂單規模超過8億元,該批訂單將大部分在本年度完成履約。

二是儲能行業投資熱度持續景氣。根據公開報道和行業預測信息,2024年一季度國內新型儲能的備案規模、招標規模和併網規模持續維持高速增長,儲能業務市場整體份額將不斷擴大,公司將全力爭取把握行業發展機遇,不斷擴大業務規模。

三是儲能業務毛利率有望維持在合理水平。公司儲能項目盈利管控策略有所成效,今年將繼續鞏固相關管控措施。綜合考慮行業發展和競爭趨勢,未來公司將以鞏固優勢、有序拓展、質量優先作為業務經營策略,通過加強承接業務前的風險評估和經濟測算,確保毛利率維持在合理水平;並持續加強儲能產品的安全性和系統性能,為客户提供高質量的產品及服務,持續提升行業市場競爭力。

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