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锂电铜箔龙头获百家机构关注,公司已批量供应海外客户 | 号外-haowai.com | 新鲜热辣!
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锂电铜箔龙头获百家机构关注,公司已批量供应海外客户
11
01-14 13:38

去年以来,新能源行业景气度出现明显提升,锂电材料领域的上市公司受到追捧关注,近期固态电池曾一度引发锂电池板块分化。近日诺德股份受130多家机构调研关注,公司副总经理兼董秘李鹏程接待投资者表示,行业景气度仍在提升。目前材料行业整体产能与下游电池客户产能供需结构失衡,电池材料企业也开启了产能扩张的进程。诺德股份于2020年底已完成了定增,募集资金达14.2亿,募集资金已开始扩产项目设备的订购和项目建设。
据了解诺德股份铜箔产能已经是行业第一,公司表示扩产是基于客户的需求。目前公司产销两旺,随着出货量的大幅提升,客户结构的也在持续改善。目前,国内外一线客户市场份额占比大幅提升,公司已批量供货的海外客户,据了解,诺德股份目前已给LG、特斯拉批量供应铜箔产品。
有机构预期,随着新能源明星车型不断涌现,锂电行业景气度将持续,新能源上游材料等需求和价格均有望得到全面复苏,作为材料关键环节的铜箔对下游的议价能力也将提高。
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