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璞泰來(603659.SH):2023年以來公司的自動化設備業務在海外市場取得快速的增長
格隆匯 01-15 15:54

格隆匯1月15日丨璞泰來(603659.SH)現場接待時表示,一方面,海外下游客户期望國內產業鏈赴海外佈局產能;另一方面,在公司推進瑞典項目建設的2-3年過程中,客户將先行採購公司四川項目產品以滿足歐洲市場需求,完成產品定型並形成客户粘性;在瑞典項目建成後,以瑞典項目10萬噸產能僅能滿足歐洲市場的部分增量需求,大部分的缺口還是要由四川項目產能出口供應,使得公司在鎖定海外客户的同時,實現國內外產能聯動。因此,公司正在落實相關審批事項,以便儘早啟動海外負極材料一體化產能建設,滿足下游客户需求。

2023年以來公司的自動化設備業務在海外市場取得快速的增長,公司也在德國設立了設備業務的子公司,為歐洲市場提供銷售和安裝調試及售後服務。未來在條件成熟時,也可以考慮其他業務的海外佈局服務當地客户,尤其是為國內電池廠商的海外產能需求配套。

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