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良信股份(002706.SZ):目前的低壓電器進口替代已經逐步進入深水區
格隆匯 11-19 15:25

格隆匯11月19日丨良信股份(002706.SZ)在投資者關係活動上表示,目前的低壓電器進口替代已經逐步進入深水區,由過去純元器件的替代逐漸向整體解決方案的替代行進。隨着客户對國產品牌認知度的提升及國產化政策引導,國產品牌具備一定優勢。公司目前推出的智能配電業務,就是基於整體解決方案的角度進一步滿足客户需求。公司長期服務新能源和電網客户,對電力系統應用場景和客户痛點較為深刻理解,以推出更加有針對性的產品功能及解決方案。比如對於負荷的管理,可以通過斷路器端進行分區分項的計量和統計、監測和優化,實現節能降耗,削峯填谷,合理併網,用完善的解決方案進一步實現進口替代,獲取新市場,但是在部分場景上,如算力中心,我們的產品齊套性還是有一定差距。智慧能源管理的困難點目前還在於算法,基於電力使用的複雜場景下如何調度安排,而算法的形成要基於海量的運行數據和對運行場景的理解。目前,公司的西安研究院有80餘人,會針對性的對軟件、電力電子、算法、運維仿真等技術開展前端研發。

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