科遠智慧(002380.SZ):公司產品還覆蓋建材、水務等領域
格隆匯6月11日丨科遠智慧(002380.SZ)在投資者關係表示,公司主要產品爲DCS和中大型PLC,主要服務能源、電力、化工等流程工業領域。其中分散控制系統(DCS)是業績高速增長的核心產品,受益於火電DCS系統大規模自主可控替代,去年火電DCS市場國產化滲透率達43%,受政策驅動,預計央企、地方國企至2028年前全部實現自主可控。PLC產品方面,鋼鐵行業替代空間巨大,國家將鋼鐵劃分爲一類行業推動自主可控,潛在市場空間工信部統計約700億。此外,公司產品還覆蓋建材、水務等領域,全國1600條水泥生產線有80億國產化空間,水務系統也逐步進入更新換代週期,主要爲存量更新和局部改造。
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