湖南裕能(301358.SZ):行業內卷嚴重,加劇了正極材料企業挖潛降本的迫切性
格隆匯7月16日丨湖南裕能(301358.SZ)在投資者關係活動上表示,行業內卷嚴重,加劇了正極材料企業挖潛降本的迫切性。公司本次投資銅冶煉項目,將創新運用銅冶煉產業與磷酸鹽正極材料產業間的高度耦合性,促進兩大產業間的優勢互補,進而實現公司磷酸鹽正極材料業務的極致降本,以新的產業生態形成新質生產力,為公司主業發展持續賦能。具體而言,銅冶煉過程中將產生硫酸、蒸汽等副產品,公司可將副產品硫酸自用於生產磷酸和磷酸鐵,硫酸自我消納能力強、庫存壓力小,在銅精礦的採購上將擁有更廣、更靈活的選擇,將賦予公司更多的價格談判空間和形成獨特的競爭優勢。副產品蒸汽可用於公司貴州基地磷酸鐵生產,相比於一般銅冶煉企業主要將蒸汽用於發電,能量轉換損失更低。副產品鐵資源的綜合回收利用,將有助於降低磷酸鐵生產原材料鐵源的成本。同時,銅下游應用廣泛,國內需求旺盛,銷售渠道通暢。銅作為期貨交易品種,未來公司也將充分利用期貨市場的套期保值功能,以平緩銅價格波動的風險。整體而言,公司本次投資銅冶煉項目是實現公司極致降低成本、提升產品性價比的創新舉措,符合公司長遠發展規劃,將為公司進一步做精、做強磷酸鹽正極材料產業提供持續動能。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.