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萬潤新能(688275.SH):開發的磷酸錳鐵鋰產品,可與現有磷酸鐵鋰產線共用,已進行小批量試生產,正處於客户驗證階段

格隆匯7月4日丨有投資者向萬潤新能(688275.SH)提問,“《科創板日報》6月29日訊,特斯拉國產Model3改款車型將繼續對電池包進行升級,尤其是基礎款後輪驅動版的電量將從60kWh升級為66kWh,採用寧德時代的M3P新型磷酸鐵鋰電池。之前貴公司在投資者互動平台表示,公司的現有產線可以生產磷酸錳鐵鋰,目前磷酸錳鐵鋰產品正在進行客户驗證中。請問現在客户驗證是否已結束,公司有沒有向寧德時代或比亞迪供應磷酸錳鐵鋰材料呢?”

萬潤新能回覆稱,公司運用自主研發的相關核心技術,可有效改善導電性能、錳析出導致的循環性能差的難題,加快了磷酸錳鐵鋰產業化進程。公司開發的磷酸錳鐵鋰產品,可與現有磷酸鐵鋰產線共用,已進行了小批量試生產,正處於客户驗證階段,產線具備放量生產條件。

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