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南都電源(300068.SZ):碳酸鋰價格波動對公司影響不大
格隆匯 08-09 07:34

格隆匯8月9日丨南都電源(300068.SZ)近期在接待機構投資者調研時表示,鋰電回收業務方面,採購價格與碳酸鋰價格有聯動機制,會隨着碳酸鋰價格波動而變化,鋰電新材料業務整體經營穩定。整體上,公司目前從電芯到集成,延伸到整體解決方案,再到回收端,產業一體化已然打通,不僅有產品端,也有回收端,能夠較大程度上減少原材料價格波動對公司的影響,打通產業一體化主要就是為保證原材料價格的穩定性。因而碳酸鋰價格波動,對公司影響不大。

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