科力遠(600478.SH):目前公司碳酸鋰產品產銷順暢 目前2月份的訂單已排滿
格隆匯1月29日丨科力遠(600478.SH)近日在接待機構投資者調研時表示,目前公司碳酸鋰產品產銷順暢,已經完成了一批市場訂單,基本維持零庫存,需要提前訂貨,目前2月份的訂單也已排滿。鋰電方面,公司積極獲取上游鋰礦資源,主要戰略目的是為了保障下游儲能訂單的供應穩定,同時在市場環境好轉時能夠快速為公司實現業績增長。儲能業務是公司未來的戰略業務,是由國家政策和市場趨勢所決定的萬億級賽道,我們正積極開拓下游儲能市場,截止目前也已獲取並交付了一些市場訂單,待公司能實現穩定盈利的新型儲能商業模式得到市場驗證後有望快速擴大規模。
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