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容百科技(688005.SH):公司高鎳產品通過核心客户出口海外,近年來銷量連創新高
格隆匯 08-03 15:12

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,磷酸鐵鋰短期衝擊三元材料市場份額,但磷酸鐵鋰及三元材料面對不同的終端場景,將形成差異化競爭。未來,磷酸錳鐵鋰、鈉電正極等新型材料亦將擁有一席之地。目前,公司高鎳產品通過核心客户出口海外,近年來銷量連創新高。

其次,各家正極材料企業在技術路徑、產品結構、客户構成等方面均呈現差異化表現,形成各自特色。未來,各家正極材料企業特色將越發鮮明,公司定位於全球化戰略,將面向全球化市場進行開拓。最後,正極材料看似簡單,卻是技術研發、工程建造、供應鏈管理、客户開發等多個環節的集成體現。未來,追求極致的企業才能勝出,公司將在各個環節追求極致。

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