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海目星(688559.SH):預計2024年鋰電設備訂單同比將會快速增長
格隆匯 07-10 08:09

格隆匯7月10日丨海目星(688559.SH)披露投資者關係活動記錄表顯示,鋰電訂單增量主要來源於:①出海②新技術佈局/工藝提升③新產品線。出海分為兩部分:海外市場的訂單和跟隨國內頭部鋰電企業出海。因為2024年有海外訂單的增量支持,根據目前業務推進情況,預計2024年鋰電設備訂單同比將會快速增長。

預計2024年訂單結構情況為:出海訂單佔比70%左右,國內訂單佔比30%左右。

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