雅化集團(002497.SZ):鋰鹽客户包括特斯拉、比亞迪、LGC、振華、松下、LGES、SKON等等
格隆匯5月22日丨雅化集團(002497.SZ)於2023年5月19日接受機構調研,就“公司鋰鹽客户羣體”,公司表示,目前公司的客户羣主要包括國內外正極材料企業、電池廠商和整車企業,如LGC、振華、貝特瑞、廈鎢等正極材料頭部企業,松下、LGES、SKON等日韓電池廠商,以及特斯拉、比亞迪等全球新能源汽車企業,公司與上述企業均形成了良好的合作關係,為公司未來鋰鹽產能擴張和釋放建立了渠道優勢。去年公司在客户結構上做了比較大的調整,海外客户佔比提升較大,對今年鋰鹽產品銷售將起到極大的支撐。
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