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东北证券-绿能慧充(600212)充电桩增长动能强劲,出海+储能打开成长空间-230628

剥离热电业务,聚焦新能源充电与储能。公司原名江泉实业,于 2022年1 月成功收购绿能慧充,并于 2022 年 4 月出售热电业务相关资产及负债,战略转型新能源充电与储能。绿能慧充于2017年进军新能源汽车充电行业,之后持续扩产充电产品。2022 年公司充电桩实现营收 2.18 亿元,占营收比重达 76.26%,毛利率达 27.62%。 政策与需求共振,全球充电桩市场空间广阔。截至2022年底,国

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