容百科技(688005.SH):目前公司已在韓國建成2萬噸/年正極產能
格隆匯8月3日丨容百科技(688005.SH)近期在接待機構投資者調研時表示,公司是首家擁有海外高鎳正極生產基地的國內正極材料企業,先發優勢顯著。目前,公司已經在韓國建成2萬噸/年正極產能,規劃新建8萬噸/年正極產能(含高鎳、磷酸鹽)及8萬噸/年前驅體產能。整體來看,公司韓國基地建設進度良好,且已經部分投產,相較國內正極材料企業具有明顯先發優勢;公司韓國基地在建設週期、建造成本等方面,相較韓國當地正極材料企業亦有領先優勢。
其次,公司為中韓攜手創業企業。公司創立初期,通過併購整合方式,已經吸收韓國團隊成為公司核心力量,公司在韓國展業具有天然優勢。目前,公司在韓國建造正極基地具備本地化的團隊,在經營管理、政策動向、文化融入等方面不存在障礙。最後,目前公司韓國基地生產的正極材料產品可出口歐美,且享有關税優惠,在國際市場開拓方面優勢突出。
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