廈鎢新能(688778.SH):1-5月新能源材料產品實現銷量約爲4.76萬噸,同比增長約20.95%
格隆匯6月17日丨廈鎢新能(688778.SH)公佈,2025年1-5月,公司新能源材料產品實現銷量約爲4.76萬噸,同比增長約20.95%,其中:隨着國家將手機、平板電腦、智能手錶手環等消費品納入“兩新”政策支持品類,以及AI功能在3C產品應用的不斷創新,帶動公司鈷酸鋰需求進一步提升,2025年1-5月公司實現鈷酸鋰銷量約爲2.23萬噸,同比增長約53%;新能源汽車市場延續良好表現,據中國汽車工業協會統計,2025年1-5月,我國新能源汽車產銷量分別完成569.9萬輛和560.8萬輛,同比分別增長45.2%和44%,公司實現三元材料(含磷酸鐵鋰及其他)銷量爲2.36萬噸,同比增長約2%,其中磷酸鐵鋰連續數月出貨達千噸級,銷量同比實現顯著增長。
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