公司問答|東方電熱:年產2萬鋰電池預鍍鎳鋼基帶項目進展順利 預計9月份投產
有投資者在互動平台向東方電熱(300217.SZ)提問:公司的預鍍鎳鋼基帶是否實現了批量供貨,連退產線的設備安裝進度怎麼樣了?東方電熱回覆:公司年產2萬鋰電池預鍍鎳鋼基帶項目進展順利,連續退火線正在抓緊設備安裝,預計8月份熱聯動試車、9月份投產。 消費電池領域,目前市場去庫存已接近尾聲,市場有回暖,但客户訂單上量都比較保守。公司預計第三季度會有部分客户開始逐步切換至國產預鍍鎳材料並會逐漸放量。動力類領域,國內大部分潛在客户都在等公司的連續退火線建成投產,主要是對標國外工廠的生產工藝路線。
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