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南網科技(688248.SH):今年上半年公司在儲能系統技術服務方面實現高速增長
格隆匯 09-05 09:11

格隆匯9月5日丨南網科技(688248.SH)近日召開策略會時表示,結合公司半年報的情況來看,今年上半年公司在儲能系統技術服務方面實現高速增長,佔公司營業收入比重55.49%,同比增長289.74%,主要是部分儲能大型項目的完工驗收帶來營收高速增長,毛利率為13.47%,較2022年全年毛利率有所回升。試驗檢測及調試服務收入同比增長28.06%,主要為X射線檢測等電網側檢測業務收入增長,毛利率為48.26%,較上年同期下降3.55個百分點,主要為電網側檢測業務收入佔比增加,其毛利率低於電源側試驗檢測業務,結構變化導致整體毛利率有所下降。智能配用電設備收入同比增長48.39%,主要為InOS系統及核心模組等設備收入快速增長,毛利率28.18%,較上年同期增長0.60個百分點,與上年基本持平。智能監測設備收入同比下降45.92%,主要是受行業年度採購週期的影響,毛利率42.16%,同比提升3.55個百分點。機器人及無人機業務收入同比下降42.34%,主要行業年度採購週期的影響,毛利率33.63%,同比提升5.21個百分點,主要為自主研發的無人機、機庫等產品毛利率較高且銷量增長,帶動無人機業務毛利率提升。

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