壹石通(688733.SH):應用於超薄塗覆的小粒徑勃姆石已實現量產並持續上量
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,在鋰電池塗覆材料領域,公司持續推動勃姆石產品的更新迭代以實現更高性能,應用於超薄塗覆的小粒徑勃姆石已實現量產並持續上量。同時,勃姆石和氧化鋁作為最主要的無機塗覆材料,在隔膜塗覆中佔據主流地位,公司也已佈局高純氧化鋁相關產能,部分產線在今年四季度開始投產,進一步滿足不同鋰電塗覆客户的差異化需求。
在阻燃材料領域,公司的新產品陶瓷化硅橡膠相關製品已實現產業化落地,產品主要用於電池Pack的隔熱泡棉、隔熱頂板側板、阻燃複合帶、儲能電櫃的阻燃防火等應用場景。目前新增產線已開始批量試生產及送樣,並實現了小批量銷售。
在電子材料領域,公司自主研發的新產品亞微米高純氧化鋁、芯片封裝用low-α球形氧化鋁將在四季度進入產線調試階段;重慶基地導熱用球形氧化鋁項目廠房正在施工建設中,預計在四季度進入設備安裝階段。上述電子材料新增產能有望在明年為公司貢獻更多業績。
在固體氧化物燃料電池(SOC)領域,目前項目整體進展順利,相關測試結果較為領先。公司SOC單電池中試線已開始調試,規劃在2024年製備電堆並持續推動性能的優化,以及與應用場景的結合。
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