披露擴產計劃 天賜材料(002709.SZ)拉昇逼近漲停
格隆匯6月18日丨昨晚披露擴產計劃的天賜材料(002709.SZ)今日盤中拉昇,股價一度逼近漲停,報99.51元,市值948億元;該股年內已累漲超60%。公司披露了一系列擴產項目,其中包括將投資10.5億進行15萬噸六氟磷酸鋰和2000噸二氟磷酸鋰的產能建設。據悉,天賜材料的15萬噸六氟磷酸鋰擴產,比今年六氟磷酸鋰全行業理論最高產能還要高出5萬多噸,遠超2020年天賜材料1萬多噸的產能。根據天賜材料電話會議,之所以有如此大的產能擴張是因為電解液新增訂單充足,而這次募投的項目六氟磷酸鋰,只能滿足到2023年3月份的產能,而2024年-2025年的新增訂單,都不包括在募投的產能內。

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