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尚太科技(001301.SZ):預計2024年第三季度應該能夠維持目前滿產狀態
格隆匯 08-15 15:30

格隆匯8月15日丨尚太科技(001301.SZ)在投資者關係活動上表示,受益於差異化產品市場需求持續提升影響,公司目前處於滿產階段,預計2024年第三季度應該能夠維持目前滿產狀態。針對產能逐步出清,行業市場供需變化環境好轉的預期,當前仍需要進行謹慎判斷,負極材料產品差異化度有所提高,適應新一代動力電池及儲能電池性能要求的產品需求持續提升,公司產品銷售量大幅增加主要來源於此,而傳統產品往往受限於工藝成熟,需要一定程度上通過價格調整進行殘酷、白熱化的市場競爭。差異化的產品結構和市場需求將在相對長的時間內維持,並影響行業供需環境變化所需要的時間週期。公司積極通過差異化產品戰略,增強自身產品競爭力,通過新產品產銷規模的擴大提升市場佔有率,在當下白熱化的市場競爭環境下掌握主動權,對未來的供需環境改善有一定競爭優勢。

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