再獲漲停!儲能龍頭拿下485MWh電池儲能項目28日開盤半(ban)小時內,儲(chu)能板(ban)塊指數報1454.478點,跌(die)幅達2%。但板(ban)塊內科陸電子卻獲得漲停,據悉,該股近一年漲停10次。 本(ben)次(ci)漲(zhang)停主要(yao)原(yuan)因來(lai)自于公告(gao)獲得的(de)儲(chu)(chu)(chu)能訂單。據(ju)科陸(lu)(lu)電(dian)(dian)子官方賬號消息(xi)顯(xian)示(shi),公司(si)與美(mei)洲知名能源(yuan)企業(ye)簽訂電(dian)(dian)池(chi)(chi)儲(chu)(chu)(chu)能系(xi)統(tong)設備供應(ying)合同(tong),根據(ju)合同(tong)約定,科陸(lu)(lu)電(dian)(dian)子將向此項(xiang)目(mu)(mu)公司(si)銷售總計(ji)容量(liang)485MWh儲(chu)(chu)(chu)能電(dian)(dian)池(chi)(chi)系(xi)統(tong),此項(xiang)目(mu)(mu)為南(nan)(nan)美(mei)洲現今(jin)最大的(de)電(dian)(dian)池(chi)(chi)儲(chu)(chu)(chu)能項(xiang)目(mu)(mu)。該項(xiang)目(mu)(mu)地點位于南(nan)(nan)美(mei)洲,由168套20尺箱(xiang)式(shi)儲(chu)(chu)(chu)能系(xi)統(tong)配套而成(cheng),采用科陸(lu)(lu)新(xin)一代1500V預(yu)裝式(shi)高(gao)(gao)(gao)能量(liang)密度儲(chu)(chu)(chu)能系(xi)統(tong),具(ju)有(you)高(gao)(gao)(gao)循環(huan)、高(gao)(gao)(gao)穩定性好(hao)、高(gao)(gao)(gao)能效、快速部署(shu)等優(you)勢,該系(xi)統(tong)滿足UL9540A認(ren)證,有(you)效保證儲(chu)(chu)(chu)能系(xi)統(tong)的(de)安全(quan)高(gao)(gao)(gao)效運行(xing)。項(xiang)目(mu)(mu)成(cheng)功實施后,將成(cheng)為南(nan)(nan)美(mei)洲地區規模最大的(de)新(xin)能源(yuan)發電(dian)(dian)側(ce)光儲(chu)(chu)(chu)項(xiang)目(mu)(mu),具(ju)有(you)較高(gao)(gao)(gao)的(de)區域性示(shi)范(fan)意義。 據介紹(shao),項(xiang)目客(ke)戶(hu)為美(mei)(mei)洲知(zhi)名能源企(qi)(qi)業,擁(yong)有超過2000名發電(dian)(dian)(dian)、儲(chu)(chu)(chu)能和(he)數字能源解決(jue)方案的專業工程(cheng)師,其(qi)(qi)產(chan)品和(he)解決(jue)方案在全球被廣泛應用(yong)。科陸電(dian)(dian)(dian)子于(yu)(yu)2021年成(cheng)為該客(ke)戶(hu)的合(he)格供應商,并開始與其(qi)(qi)陸續簽(qian)署集裝箱(xiang)式電(dian)(dian)(dian)池儲(chu)(chu)(chu)能系(xi)統(tong)的供貨合(he)同(tong)(tong),在簽(qian)訂本合(he)同(tong)(tong)之前,雙方已于(yu)(yu)2021年12月、2022年1月簽(qian)署了位于(yu)(yu)美(mei)(mei)洲的儲(chu)(chu)(chu)能項(xiang)目,規模分別約(yue)為3MWh和(he)69MWh,目前兩(liang)個合(he)同(tong)(tong)均在順利交付中。科陸電(dian)(dian)(dian)子2009年涉足儲(chu)(chu)(chu)能領域,是國內最早(zao)進(jin)入儲(chu)(chu)(chu)能系(xi)統(tong)集成(cheng)領域的企(qi)(qi)業之一。其(qi)(qi)儲(chu)(chu)(chu)能業務適用(yong)于(yu)(yu)火(huo)電(dian)(dian)(dian)廠聯合(he)調(diao)頻、新能源配套儲(chu)(chu)(chu)能、電(dian)(dian)(dian)網側(ce)調(diao)峰、用(yong)戶(hu)側(ce)填谷套利、無(wu)電(dian)(dian)(dian)地(di)區(qu)微電(dian)(dian)(dian)網、動力(li)電(dian)(dian)(dian)池梯次利用(yong)六(liu)大場(chang)景。 主要產品包(bao)括能量型(xing)儲(chu)(chu)(chu)(chu)(chu)能系(xi)(xi)統(tong)、功率型(xing)儲(chu)(chu)(chu)(chu)(chu)能系(xi)(xi)統(tong)、室內型(xing)儲(chu)(chu)(chu)(chu)(chu)能系(xi)(xi)統(tong)、室外(wai)分布式儲(chu)(chu)(chu)(chu)(chu)能系(xi)(xi)統(tong)、移(yi)動儲(chu)(chu)(chu)(chu)(chu)能系(xi)(xi)統(tong)、5G通訊基站后備(bei)電源、儲(chu)(chu)(chu)(chu)(chu)能雙向變流器、光(guang)儲(chu)(chu)(chu)(chu)(chu)一體變流器、中壓變流系(xi)(xi)統(tong)、BMS電池管(guan)理(li)系(xi)(xi)統(tong)、EMS能量管(guan)理(li)系(xi)(xi)統(tong)及定制型(xing)儲(chu)(chu)(chu)(chu)(chu)能系(xi)(xi)統(tong)。近年來,科陸(lu)電子加速儲(chu)(chu)(chu)(chu)(chu)能海外(wai)業務(wu)布局與拓展(zhan),目前業務(wu)范圍已遍及北美洲、南美洲、澳洲、歐洲、非洲、亞洲及大洋洲,實現(xian)了儲(chu)(chu)(chu)(chu)(chu)能業務(wu)的全球化(hua)覆蓋。 2021年(nian),科陸的海外首(shou)個免安裝儲能(neng)項(xiang)目(mu)美國印(yin)第(di)安納州一期(qi) 14MW/46.3MWh 項(xiang)目(mu)順利(li)(li)已經正(zheng)式交(jiao)付投運,并(bing)且再次拿(na)下印(yin)第(di)安納州二期(qi) 24MW/63MWh 儲能(neng)項(xiang)目(mu),同時在歐(ou)洲市(shi)場獲得(de) 7MW/12MWh 比利(li)(li)時訂(ding)單。得(de)益(yi)于行業發展的優(you)(you)勢,科陸電(dian)(dian)子為了優(you)(you)化資產結構,加碼儲能(neng)、新(xin)型電(dian)(dian)力系統(tong)、智能(neng)電(dian)(dian)網、新(xin)能(neng)源綜合(he)能(neng)源核(he)心主業,提(ti)升公(gong)司核(he)心競爭(zheng)力,去年(nian)12月,科陸電(dian)(dian)子披露了2021年(nian)度非(fei)公(gong)開發行A股(gu)股(gu)票預案,擬募(mu)集資金(jin)總額不(bu)超過22億元,用于年(nian)產6GWh儲能(neng)系統(tong)建(jian)設項(xiang)目(mu)、年(nian)產5GW儲能(neng)變(bian)流(liu)器擴(kuo)產建(jian)設項(xiang)目(mu)等。
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