科達製造(600499.SH):鋰電裝備訂單目前來看,需求相比去年確實有所減緩
格隆匯1月3日丨有投資者向科達製造(600499.SH)提問:請介紹一下公司的鋰電裝備業務
科達製造回覆:科達製造本身是做陶瓷機械的,生產線的供應中間有一段是窯爐這類燒成產品,我們發現鋰電材料的燒結過程,其實和瓷磚的燒製過程是比較像的,所以針對鋰電材料的燒結研發了相關燒成設備。基於30餘年的陶機裝備的研發技術及經驗積累,公司於2022年戰略性開啟了鋰電材料裝備業務,目前已有鋰精礦、正負極材料等裝備的研發成果,未來將進一步延伸產品線。
鋰電裝備訂單目前來看,需求相比去年確實有所減緩。其中,部分投資者把投負極材料的週期拉長了,也有部分投資者可能繼續看市場情況再定。
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