信德新材(301349.SZ):公司主要產品負極包覆材料是提升負極材料性能的重要原料之一
格隆匯5月17日丨有投資者在投資者互動平台向信德新材(301349.SZ)提問,“請問公司介紹下新能源汽車充電問題,普通充電,快充,超級快充,他們分別對負極包覆材料的添加比例?國家大力發展充電樁,對充電技術有更高的要求,公司作為快充的直接受益者,如何應對市場的機遇與挑戰”
信德新材回覆稱,公司主要產品負極包覆材料是提升負極材料性能的重要原料之一。負極包覆材料的加入可以提升負極材料的首充可逆容量、循環穩定性以及電池倍率性能。經檢索2001-2021年期間明確給出包覆材料添加量佔比的具體文獻資料統計,人造石墨與天然石墨現有理論添加數據最高值為15%和11%,具體添加比例依據車企及負極企業自身技術路線確定,公司較難統計產品在普通充電、快充和超級快充中具體添加比例。公司將努力把握國家發展充電樁的政策機遇,充分利用和享受政策帶來的紅利,提升公司業務量,實現高質量發展。
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