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东北证券-天永智能(603895)覆盖锂电整线设备,业绩高增长可期-230326

战略布局新能源设备领域,公司迎来新增长曲线。随着全球节能减排趋势及国家产业政策的支持,我国锂电池市场高速扩张,带动锂电设备需求高增,国内锂电设备市场规模从 2016 年的 132亿元增长至 2022 年的793 亿元,年复合增长率为34.83%。公司前瞻性地积极布局新能源设备领域,2021年公司新能源业务实现营业收入1961.8万元,占公司总体营收的 3.89%,仍有较大提升空间;毛利率为31.8

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