上緯新材(688585.SH):風電訂單可見度至明年Q1,印度風電產業看好
格隆匯11月21日丨上緯新材(688585.SH)在投資者關係活動上表示,大陸:非風市場指定工程項目Q4開始批量出貨,10-11月系施工氣候較佳時將,有望達成銷售目標;風電部份持續優化客户結構,增加毛利及回款狀況較佳的客户出貨,此外可回收項目測試即將完成、配合大客户出海項目也逐步落地,預計動能可持續至Q1;海外:風電訂單可見度至明年Q1,印度風電產業看好,非風部分中東、印度銷售表現相對亮眼,歐美持續海外擴張佈局,並關注政策影響,東南亞為出海前線,競爭力度較大,預計馬來西亞廠可發揮競爭優勢。
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