龍佰集團(002601.SZ):公司生產的磷酸鐵已進入到寧德時代和比亞迪前端供應鏈
格隆匯6月13日丨龍佰集團(002601.SZ)接受機構調研、現場參觀,就“請問公司對全年鈦白粉價格走勢如何預判?公司新能源有哪些競爭優勢?”
公司回覆稱,現在宏觀經濟形勢不太好,所以鈦白粉市場下游需求也不太好。但有兩個方面需要説明,第一價格不代表利潤,還需要考慮成本的變動,不擁有原材料優勢的公司,價格看起來升了,也不一定好過;第二龍佰集團的銷售策略是靈活的,鈦白粉其實是一個剛需產品,全球城鎮化的發展及人們追求現代化的生活方式必然帶動鈦白粉的消費,公司建立了覆蓋全球的銷售網絡,可以充分把握全球不同地區之間的紅利,通過靈活的銷售策略,不管市場如何發展,公司都擁有明顯的銷售優勢。
公司擁有大化工、低成本的競爭優勢,在同一園區內燒鹼、氫氣等可直接或間接用於磷酸鐵生產;籌劃電池材料項目時,已經對電池材料有了深刻的認識;同時,在公司周邊有磷酸配套企業。公司生產的磷酸鐵已經進入到寧德時代和比亞迪前端供應鏈。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.