| Industry | 制造业 | ||||||||||||||||||||||||
| Company Introduction | 重庆望变电气（集团）股份有限公司于1994年在重庆市注册成立。公司下辖云南变压器电气股份有限公司、重庆惠泽电器有限公司、黔南望江变压器有限公司、望来充（重庆）科技有限责任公司，并参股重庆能投长寿经开区售电有限公司。公司于2022年4月28日在上海证券交易所主板上市，股票简称“望变电气”，股票代码“603191”。2024年4月1日，公司成功收购拥有88年历史的云南变压器电气股份有限公司（曾系兵装集团下属单位）。 公司总部位于重庆市江北嘴金融中心，主要生产基地位于重庆长寿、云南昆明、贵州都匀，办事处遍及全国。公司主要生产输配电及控制设备和取向硅钢两大类产品，已形成从“取向硅钢—硅钢铁芯—电力变压器—箱式变电站/成套电气设备—检修运维安装服务”的一体化产业链。输配电及控制设备包括电力变压器、配电变压器、箱式变电站、成套电气设备等，广泛应用于轨道交通（牵引变）、风力光伏发电（新能源箱变）、数据中心、节能环保等领域。公司具备最大电压等级500KV、最大单台容量1000MVA电力变压器制造能力，自主研发的AT供电方式220kV单相牵引变压器、自耦牵引变、Vv联结牵引变压器等产品通过省级新产品鉴定，填补国内空白，达到国际先进水平。硅钢类产品包括高磁感取向硅钢（HiB）、一般取向硅钢（CGO）及硅钢铁芯，产品性能全国领先，填补了西南地区取向硅钢生产空白。公司是全国唯一一家打通上游原材料至终端服务全产业链的输配电行业企业，客户可在公司实现全产业链产品的一站式采购。 公司围绕“新质生产力”培育目标，持续加大研发创新及人才聚集力度，已建成国家企业技术中心（惠泽研究院）、国家级博士后科研工作站，并与中科院汪卫华院士共同打造院士创新团队，累计获得“双分裂整流变压器”“太阳能自动散热式变压器”“模块化预制舱”“无底层低温高磁感取向硅钢制备”等237项专利技术。公司先后被评为国家高新技术企业、国家专精特新“小巨人”企业、国家知识产权示范企业、重庆市中小企业“专精特新”企业、重庆市技术创新示范企业。 公司秉承“服务无条件，追求无止境，最优性价比”的服务使命，深耕主导行业30年，积累了广泛的客户基础，建立了以重庆、四川、贵州、云南等西南地区为核心，西北、华中、华南、华北等快速增长区域相结合的销售网络。同时，公司建成国际营销中心，实现取向硅钢、硅钢铁芯、输配电设备及安装服务产品的跨国布局，产品及服务遍及东南亚、中东、欧美、非洲等境外市场。 为响应国家“双碳”战略，公司前瞻性布局新能源与绿色交通等新兴赛道，积极培育绿色发展新动能。旗下望来充（重庆）科技有限责任公司以构建零碳物流生态体系为目标，依托华为兆瓦级超充等先进技术，在重庆、云南等地建设电动重卡超充场站网络，并同步拓展新能源重卡运营、后服务等业务，初步验证了“投、建、运、维、产”一体化商业模式的可行性。公司EPC工程总包业务不仅带动了自身装备销售，也在海外市场实现突破，2025年在老挝等地斩获大额订单。这些新兴业务的拓展，是望变电气从装备制造商向“能源电力综合服务商”转型的关键步伐，也是公司为培育绿色低碳新质生产力所做的积极贡献。 展望未来，公司将始终秉承“望变电气惠泽万家”的初心使命，围绕“打造全球一流能源电力综合服务商”的战略愿景，持续推进百亿级新能源材料及装备产业集群建设，坚定不移地向“打造百亿企业、跻身百强行列、建设百年望变”的目标迈进，为行业进步与人类可持续发展贡献“望变”力量。 | ||||||||||||||||||||||||
| Main Business | 输配电及控制设备和取向硅钢的研发、生产与销售以及重卡超充站建设运营 | ||||||||||||||||||||||||
| Legal Representative | 杨泽民 | ||||||||||||||||||||||||
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| Company Secretary | 李代萍 | ||||||||||||||||||||||||
| Solicitors | 北京市嘉源律师事务所 | ||||||||||||||||||||||||
| Auditors | 天健会计师事务所（特殊普通合伙） | ||||||||||||||||||||||||
| Tel No | 023-67538525;023-40615383 | ||||||||||||||||||||||||
| Fax No | 023-67538525;023-40615383 | ||||||||||||||||||||||||
| Website | www.cqwjbyq.com | ||||||||||||||||||||||||
| wbdq_ir@cqwbdq.com；lidaiping@cqwbdq.com；leiwenyi@cqwbdq.com | |||||||||||||||||||||||||
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| Listing Date | 28/04/2022 | ||||||||||||||||||||||||
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| EPS(RMB)* | ¥ 0.210 | ||||||||||||||||||||||||
| DPS(RMB)* | ¥ 0.050 | ||||||||||||||||||||||||
| NBV Per Share(RMB)* | ¥ 7.506 | ||||||||||||||||||||||||
| Market Capitalization(RMB) | 3.616B |
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| * | Unadjusted Data |
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