容百科技(688005.SH):正極產品單月出貨量突破萬噸、成為全球首家高鎳三元正極材料單月銷量超萬噸的企業
格隆匯10月13日丨容百科技(688005.SH)公佈,公司2022年9月正極產品出貨量突破萬噸,超過11000噸,創歷史新高,成為全球首家高鎳三元正極材料單月銷量超萬噸的企業。
根據目前市場形勢分析判斷及公司產銷量趨勢,預計公司四季度的銷量仍將保持高速的增長態勢,同時進一步提升綜合盈利水平,公司將在高鎳正極材料市場保持全球領先地位。
產品結構方面,高鎳和超高鎳產品在第三季度的出貨量逐月遞增,在9月達到歷史新高;磷酸錳鐵鋰產品在第三季度出貨量增速明顯,目前月出貨量在200噸以上;鈉電產品的綜合開發能力處於行業領先水平。
出貨量實現快速增長的原因如下:1.正極材料是決定動力電池性能的關鍵材料,國內外高鎳電池新能源車型的增多和銷量的增長,以及電動汽車智能化需求的進一步加快,帶動高鎳三元正極材料需求的高增。
2.公司湖北鄂州高鎳生產基地實現滿銷滿產,其他基地在擴產建設和產能爬坡方面開展順利。
3.公司作為正極材料龍頭企業,在產品研發水平、產能擴建速度、生產管控能力等方面均得到下游客户的認可。
4.基於新一體化戰略,公司在今年全面推動戰略轉型,致力於成為覆蓋全市場的綜合正極材料供應商,堅定做好高鎳材料的同時,積極佈局磷酸錳鐵鋰及鈉電材料,持續拓寬產品序列和客户羣體。
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