道氏技術(300409.SZ):已佈局單壁碳納米管、硅碳負極、固態電解質、金屬鋰負極等固態電池關鍵材料,部分產品已經批量測試或出貨
格隆匯6月27日丨道氏技術(300409.SZ)在互動平台表示,公司出口業務主要集中在三元前驅體、陰極銅產品,其中三元前驅體主要出口韓國,陰極銅則是在剛果(金)當地直接銷售,美國對等關税對公司業績整體影響不大。公司已佈局單壁碳納米管、硅碳負極、固態電解質、金屬鋰負極等固態電池關鍵材料,部分產品已經批量測試或出貨,如果市場爆發,公司有望充分受益,在產業鏈中佔據有利的位置。
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