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道氏技術(300409.SZ):碳納米管導電劑可以滿足超級快充電池的應用需求
格隆匯 03-17 15:11

格隆匯3月17日丨道氏技術(300409.SZ)在投資者互動平臺表示,超級快充電池需要具備高導電性、良好穩定性、能與活性物質良好結合等特性的導電劑,公司的碳納米管導電劑可以滿足超級快充電池的應用需求,是比亞迪汽車電池的導電劑材料主要供應商之一。公司碳納米管產品在生產工藝上,具備從催化劑、粉體、酸洗以及漿料全產業鏈技術;在產品佈局上,有單壁管、寡壁管以及多壁管全系列碳納米管產品,品類齊全、產品線豐富,可充分滿足不同客戶多樣化、差異化的應用需求。公司單壁管粉體產品性能如純度、比表、GD值等與進口單壁管性能相當,在雜質金屬元素含量等指標上優於進口單壁管。在單壁管漿料方面,公司採用自研分散劑,在粘度、固含量等指標上優於進口單壁管漿料。隨着產能持續擴張並逐步釋放,公司將在市場競爭中佔據更有利的地位,市場佔有率有望穩步提升。

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