壹石通(688733.SH):前三季度公司勃姆石主要客户保持穩定
格隆匯11月1日丨壹石通(688733.SH)投資者關係活動記錄表顯示,2023年前三季度,公司勃姆石主要客户保持穩定,部分新增客户在逐步導入。在隔膜塗覆領域,對國內主流隔膜廠商已實現批量供應,韓國隔膜廠商需求量也在持續增長。在正極邊緣塗覆領域,公司對國內主流鋰電池廠家的合作覆蓋率也較高。
出貨結構方面,隔膜塗覆用勃姆石與正極邊緣塗覆大約各佔一半左右。後續出貨增量方面,隔膜塗覆領域的貢獻會更大。
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