大連重工(002204.SZ):具備包括大型船用曲軸、海上起重設備和單點繫泊等產品的供貨能力
格隆匯6月26日丨大連重工(002204.SZ)在互動平臺表示,核電領域,公司主要產品爲核環吊及相關轉運、提升裝置等,包括核島內環吊、常規島內吊車、碼頭吊車等各類起重設備,其中環吊國內市場佔有率達60%以上;同時,公司還爲哈汽、東汽等主機廠配套生產低壓缸,用於核電汽輪機組。從訂貨額度來看,佔比在2%~3%左右。 船舶領域,公司具備包括大型船用曲軸、海上起重設備和單點繫泊(含液滑環、電滑環等零部件)等產品的供貨能力。公司持續關注深海資源開發裝備的技術發展趨勢,主動挖掘需求,把握市場機遇,關注市場機會,積極推動相關技術的儲備與業務的延伸。 此外,公司上述相關產品全部採取訂單式生產,多爲非標定製型產品,多數未形成批量化或系列化,因此目前上述產品佔營收的比重均不高。
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