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申菱環境(301018.SZ):目前新的製造基地處於大客戶產線認證和試產階段
格隆匯 03-03 09:26

格隆匯3月3日丨申菱環境(301018.SZ)在接受現場參觀時,有投資者問及"公司位於順德的數據中心溫控基地投產進度及情況是什麼樣的?"。

公司表示,目前新的製造基地處於大客戶產線認證和試產階段,預期很快將轉入全面投產,支持數據中心業務的快速發展。

關於公司目前產能情況及排產進度,公司表示,公司今年整個產能的增加還是比較多的,隨着數據中心和核電的兩個新基地會陸續投產,支撐我們整個業務的發展。目前數據中心業務的生產需求還是比較飽和,隨着新基地投產,會得到有效緩解。同時,我們也正通過跨基地產能協同來加大面向數據中心業務的產能投放。當前數據中心特別是 AI 相關的智算中心投資快速增長,我們會與頭部客戶定期進行產能配套的溝通與提前規劃,確保滿足客戶持續增長的需求。

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