星源材質(300568.SZ):效率及成本大幅領先的第五代超級濕法生產線即將在今年投產
格隆匯7月13日丨有投資者向星源材質(300568.SZ)提問,“公司對於現在越來越多的企業進入隔膜這行業,公司有那些競爭優勢”
星源材質回覆稱,鋰離子電池隔膜屬於電池材料中技術壁壘最高的環節,公司是中國第一家打破國外壟斷的鋰電池隔膜技術的企業,經過近二十年來始終專注於鋰離子電池隔膜的研發、生產和產業化發展,已經成為在全球具有領先地位的鋰離子電池隔膜專業製造商。從技術上看,公司秉承着“技術領先,隔膜專家”的行業定位,在產品研發上已經取得了大量的研發成果,打造高壁壘的技術平台和高質量的研發體系。從設備上看,公司和主要設備供應商長期保持穩定的合作關係,共同合作研發隔膜生產線,並掌握部分裝置設備的核心技術,效率及成本大幅領先的第五代超級濕法生產線即將在今年投產。從國內外市場上看,公司在行業內樹立了良好的品牌形象,擁有優秀的客户羣體,主要客户包括寧德時代、比亞迪、中創新航、國軒高科、欣旺達、億緯鋰能、韓國LG化學、三星SDI等國內外知名的鋰離子電池廠商。值得一提的是,公司也是第一家批量出口海外市場的中國鋰電池隔膜企業,目前產品海外出口量佔比行業最高。目前高品質的產能依舊是行業稀缺資源,還不能充分滿足隔膜行業的中高端市場對公司產品的需求量,未來,公司將持續提高公司自主創新能力和技術儲備能力,進一步建設優質產能,保持行業內領先優勢,紮實做好自身經營管理,成為全球主要電池廠商的核心供應商。
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