龍蟠科技(603906.SH):鹼式電解槽已建好1GW的生產工廠 目前正在訂單獲取過程中
格隆匯6月24日丨龍蟠科技(603906.SH)在投資者互動平台表示,江西宜春的碳酸鋰項目目前正常按計劃推進。雖然碳酸鋰價格處於底部,但公司可以通過提高設備利用率、優化工藝、成本控制等手段來提高項目公司的競爭力。江西宜春的碳酸鋰項目可以給公司帶來許多提升點:(1)通過此項目可以保證公司部分原材料的成本和質量;(2)通過此項目公司與寧德時代也形成了產業上的協同綁定;(3)通過此項目公司可以展開對碳酸鋰的研發,從而生產更加差異化的磷酸鐵鋰正極材料。公司的鹼式電解槽已經建好1GW的生產工廠,目前正在訂單獲取過程中。公司與LGES後續的訂單也還在友好協商中。
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