道氏技術(300409.SZ):目前國內和海外市場銷售形勢良好
格隆匯7月31日丨有投資者向道氏技術(300409.SZ)提問:三元正極企業近年來擴產較多,已經出現結構過剩,公司認為會採取哪些應對措施?發行可轉債26億元擴產10萬噸三元前驅體,在整體產能過剩的背景下,會不會導致無法收回投資?
道氏技術回覆:下游終端新能源汽車存量滲透率仍處於較低水平,公司對正極材料行業發展長期看好。目前公司已形成“英德+龍南+蕪湖”三大三元前驅體生產基地,並配套鈷鎳鹽產線。英德基地已形成年產4.4萬噸三元前驅體產能,龍南基地一期5萬噸三元前驅體項目已建成,蕪湖基地一期3萬噸產能預計下半年投產。目前國內和海外市場銷售形勢良好,客户拓展順利,產能利用率不斷提升,公司將結合行業發展趨勢和市場情況合理規劃新的產能建設。
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