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尚太科技(001301.SZ):目前整個負極材料市場仍處於產能結構性過剩狀態
格隆匯 10-26 14:33

格隆匯10月26日丨尚太科技(001301.SZ)於2023年10月25日接受特定對象調研,就“目前供需情況?公司三季度價格情況?如何看待後續價格走勢?”,公司回覆稱,總體來看,目前整個負極材料市場仍處於產能結構性過剩狀態,年初以來負極材料產品價格不斷走低,包括公司在內的整個負極材料市場平均價格相比去年普遍下降。我們認為目前的低位價格,大部分企業的利潤空間已經壓縮至成本線附近,甚至很大比例企業已經開始虧損,在此背景下,目前價格維持企穩狀態,2024年價格走勢可能主要取決於行業成本的變動趨勢。

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