杉杉股份(600884.SH):自主研發的車載偏光片正在客户認證過程中
格隆匯7月24日丨杉杉股份(600884.SH)在投資者互動平台表示,今年以來,公司負極材料業務通過加大市場拓展力度、進一步優化客户結構並與行業大客户深度綁定、持續保持產品迭代領先,實現了銷量大幅提升,特別是2024年第二季度訂單飽滿,銷量環比大幅增長,上半年儲能領域用負極材料出貨量亦同比增加。寧波硅基一體化項目一期項目預計今年下半年陸續投試產。 2024年上半年,公司偏光片業務整體保持穩健發展,產能利用率保持在較高水平。公司展出的車載偏光片是公司未來重點佈局的領域之一,目前公司自主研發的車載偏光片正在客户認證過程中,公司將盡快完成認證並實現量產。
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