海源復材(002529.SZ):預計明年碳纖維汽車車身零部件生產線能發揮一定效益
格隆匯11月4日丨海源復材(002529.SZ)回覆深交所問詢函稱,公司下游汽車輕量化業務客户受碳纖維原料供應及成本因素等影響未能對碳纖維汽車車身零部件進行規模化應用,導致公司現有碳纖維汽車車身零部件生產線的產能未能發揮,項目未能達到預計收益。但從今年開始,該生產線HP-RTM工藝用於開發寧德時代新型玻璃纖維電池盒,因輕量化優勢明顯已被寧德時代等客户認可,目前訂單在放量中,預計明年該生產線能發揮一定效益。
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