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集泰股份(002909.SZ):三電系統和動力電池用膠國內市場尚處於起步階段,屬於藍海市場
格隆匯 09-07 09:09

格隆匯9月7日丨集泰股份(002909.SZ)近期在接待機構投資者調研時表示,新能源汽車三電系統(電池、電機、電控)的增加,使得新能源汽車相比於傳統汽車的用量將提升200%-300%。特別是隨着動力電池能量密度不斷提升,整車與動力電池廠商對熱失控安全問題也越來越重視,從而對整車與電池內部材料的機械安全性和熱管理性能提出更高要求。在此背景下,新能源汽車三電系統和動力結構體系持續創新帶來用膠點和單車用膠量需求提升。國內頭部廠商聚焦於中高端產品以替代進口,三電系統和動力電池用膠國內市場尚處於起步階段,屬於藍海市場。公司也在全面提升研發實力、創新能力、產品質量、管理水平、銷售網絡建設和專業服務能力,為客户提供產品供應、現場指導、回訪等多方位的服務,快速響應客户多樣化的需求,提升公司自身的差異化競爭優勢。

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