恩捷股份(002812.SZ):會整體將加快匈牙利的產線投放速度,目前部分塗覆產線在調試,部分基膜完成了安裝
格隆匯5月19日丨恩捷股份(002812.SZ)於2023年5月17日接受機構調研,問答環節中,就“匈牙利的產能安排?公司相對友商的優勢?”,公司回覆稱,公司匈牙利基地位於德布勒森南部工業園,投資3.4億歐元,一期規劃4億多平,4條基膜產線加在線塗覆,此外還有多條離線塗覆產線。公司會整體將加快匈牙利的產線投放速度,目前部分塗覆產線在調試,部分基膜完成了安裝。基膜產線也很快會進行調試,早日完成所有基膜和塗覆的安裝調試並開始客户驗證工作。
公司一定會把握海外新能源汽車行業的爆發機會,公司和海外電池企業和車企都簽訂了保供協議,通過開拓海外市場公司會鞏固自身競爭優勢。除自有專利以外,公司還擁有海外授權,形成了完備的專利保護池。今年在線塗覆產線增加的很快,塗覆佔發貨比重有望大幅提升。
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