道恩股份(002838.SZ):美國庫博公司是特斯拉的一級供應商,公司是庫博公司的TPV原材料供應商
格隆匯8月16日丨有投資者向道恩股份(002838.SZ)提問,“公司和特斯拉的合作是什麼情況了?開始大量供貨了嗎?公司輪胎新材料DVA開始和輪胎廠家大量供貨了嗎?公司產品在新能源電池上面大量應用了嗎?今年中報業績會大幅增長嗎?公司會成為新材料龍頭企業嗎?”
道恩股份回覆稱,公司生產TPV產品。美國庫博公司是特斯拉的一級供應商,公司是庫博公司的TPV原材料供應商。DVA產品在已應用於自癒合輪胎,實現了小批量供貨。公司產品應用在新能源領域。在電池碳管分散劑領域公司HNBR驗證成功、具備批量條件。在電池正極、隔膜塗層的粘結劑方面,正在開展相關的驗證工作。TPV可應用在新能源汽車密封系統、內外飾部件等。改性塑料可以配套應用在新能源電池外殼,理士、松下、湯淺等為公司客户,已正常供貨;南都新能源已完成材料驗證,即將供貨;寧德時代、比亞迪、新太行等大客户材料處於驗證階段。公司將於2023年8月25日披露2023年半年度報吿,屆時請您查閲。公司是國家認定高新技術企業和國家工信部公佈的第二批專精特新“小巨人”企業,專業從事熱塑性彈性體材料、改性塑料、色母粒、熔噴料及可降解材料等產品的研發、生產、銷售與服務,產品主要應用在汽車交通、家電通訊、航天航空、醫療衞生、大消費等領域。公司研發出國內第一條擁有自主知識產權的TPV生產線,打破TPV行業國際技術壟斷,被授予“國家科學技術獎技術發明二等獎”的榮譽,引領熱塑性彈性體TPV行業的發展。
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