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科遠智慧(002380.SZ):去年能源電力佔比超70%,是最主要的業務板塊
格隆匯 06-11 19:41

格隆匯6月11日丨科遠智慧(002380.SZ)在投資者關係表示,公司下游用户場景主要包括能源、電力、化工、石化、鋼鐵、建材、水務和水泥等行業。從業務佔比來看,去年能源電力佔比超70%,是最主要的業務板塊;化工佔比16%,冶金、建材等其他領域佔比較小。行業增長情況,能源電力板塊作為持續支撐公司增長的主要動力,主要得益於火電DCS系統從幾年前開始全面啟動並不斷加速的自主可控替代,截至去年底國產化滲透率達43%;化工板塊去年業績下滑,主要是化工行業產能過程,景氣度下行;鋼鐵板塊自今年年初啟動PLC國產化替代,已獲得部分訂單,發展前景廣闊;建材、水務等行業當前業務佔比不高,預期後續國產化浪潮驅動,均展現出一定的增長潛力。

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