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同行天賜材料擴產 永太科技(002326.SZ)跌停
格隆匯 09-29 11:47
格隆匯9月29日丨近日持續回調的永太科技(002326.SZ)今日盤中封跌停板,報價50.42元,股價創9月7日以來新低,市值442億元。天賜材料昨晚公吿擬通過設立全資子公司投資9.35億元投資建設“年產4.1萬噸鋰離子電池材料項目(一期)”,建設週期24個月。該項目一期主要產品碳酸亞乙烯酯(VC)是生產鋰電池電解液的重要添加劑,為公司已有的成熟產品之一。分析師稱,永太科技此前持續走高,主要原因之一是因“VC產能業內第一”,永太科技目前在產和規劃VC2.5萬噸,8月和寧德簽訂長協,其中VC產能鎖50%,整體業績確定性和持續性均大幅增強。但目前同行天賜材料的擴產(一下就是4萬噸,一期的兩萬噸VC於2023年10月投產)將打亂此前的上漲邏輯。另外,近期鋰電板塊整體情緒不佳也是永太科技下跌的原因之一。

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