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尚太科技(001301.SZ):公司目前為寧德時代和國軒高科非常重要的負極材料供應商

格隆匯3月2日丨尚太科技(001301.SZ)於2023年3月1日在接受特定對象調研時表示,公司目前最大客户是行業龍頭寧德時代,除了寧德時代,公司目前主要客户還有國軒高科、蜂巢能源、寧德新能源、瑞浦蘭鈞、欣旺達、遠景動力等。

寧德時代為公司最早開拓的負極材料核心客户,按負極材料收入統計,2019年超過90%,後由於公司持續開拓市場,到2022年低於70%。寧德時代為行業龍頭,公司基於下游市場佔有率情況、客户資質等,踐行優質大客户戰略,與其保持長期的深度合作關係,預計未來對寧德時代負極材料銷售比重將較為穩定。

公司目前為寧德時代和國軒高科非常重要的負極材料供應商。在2022年度,寧德時代供應商大會上,作為負極材料行業唯一獲獎企業,公司榮獲寧德時代最具分量的“年度優秀供應商”稱號,公司同時榮獲國軒高科負極材料供應商唯一的“2022年度鑽石供應商”稱號。

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