杉杉股份(600884.SH):2024年主要頭部客户寧德時代、ATL等銷量同比大幅提升
格隆匯5月7日丨杉杉股份(600884.SH)在投資者互動平台表示,產銷與石墨化情況:2024年,公司負極材料產量35.46萬噸,銷量33.95萬噸,產能利用率整體保持在較高水平;根據鑫欏資訊數據顯示,2024年公司人造負極材料蟬聯榜首。隨着四川、雲南基地投產,公司石墨化自給率大幅提升。 大客户情況:2024年主要頭部客户寧德時代、ATL等銷量同比大幅提升,銷量增速遠超公司負極銷量整體增速水平,前10大客户銷量佔比提升。 專利和技術情況:公司負極材料在超充技術、硅碳負極前驅體自主合成技術、石墨化技術、原材料開發與性能評價技術等方面已經實現自主技術開發和專利佈局,相關技術已經逐步量產;截至2024年末,公司負極材料已有授權專利334項,更多內容請投資者詳見公司披露的2024年年度報吿。
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