天賜材料(002709.SZ):新進入者新建的產能規模均較小,從增量佔比上來看不會影響到整體的競爭格局
格隆匯8月16日丨天賜材料(002709.SZ)於2023年8月15日9:30-10:30召開業績説明會,就“在目前行業底部狀態下,化工行業是否可能進入行業進行擴產帶來新的競爭?”,公司回覆稱,進入電解液及六氟磷酸鋰行業的前提需要解決生產工藝技術以及其來源問題,目前甲類高危工藝的正式生產需要有小試和中試的數據,基礎數據來源比較重要,裝置的順利投產會有一定的難度;同時根據目前已有的項目建設計劃來看,新進入者新建的產能規模均較小,從增量佔比上來看不會影響到整體的競爭格局。
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