推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 當(dāng)升科技:高鎳三元體系完善，正極龍頭地位穩(wěn)固
NCA合作啟動(dòng)，正極龍頭地位穩(wěn)固:當(dāng)升科技與國(guó)外大型集團(tuán)在高端鎳鈷鋁正極材料(NCA)合作正式落地，計(jì)劃首期投資額度不低于1億元人民幣，從而成為國(guó)內(nèi)唯一同時(shí)具備規(guī)模化生產(chǎn)高端NCM和NCA的鋰電正極材料企業(yè)。NCA作為目前國(guó)際公認(rèn)的高端鋰電正極材料之一，僅有國(guó)外個(gè)別企業(yè)具備成熟的規(guī)模化生產(chǎn)能力，全球市場(chǎng)供不應(yīng)求。通過本次合作，公司將迅速提高NCA的技術(shù)和生產(chǎn)水平，與現(xiàn)有NCM產(chǎn)品互補(bǔ)，進(jìn)一步完善公司高端正極材料體系。
全球化市場(chǎng)開拓，拉動(dòng)原材料彈性:正極材料市場(chǎng)目前中日韓三足鼎立并向中國(guó)傾斜，在全球新能源汽車放量背景下，正極材料將面臨全球整合、全球競(jìng)爭(zhēng)局面。當(dāng)升科技作為國(guó)內(nèi)極少數(shù)能夠供應(yīng)車用高鎳NCM的正極企業(yè)，新建產(chǎn)能仍然難以滿足需求，五月份已經(jīng)開始二期擴(kuò)產(chǎn)，此次對(duì)外合作進(jìn)一步打開全球化的銷售渠道，國(guó)內(nèi)國(guó)外市場(chǎng)的騰飛將拉動(dòng)公司業(yè)務(wù)高速增長(zhǎng)。
市場(chǎng)回調(diào)帶來良機(jī)，員工持股構(gòu)筑安全邊際:今年新能源汽車銷量有望突破20萬輛，對(duì)于整個(gè)產(chǎn)業(yè)鏈拉動(dòng)明顯，公司高端正極材料需求快速擴(kuò)張，收購(gòu)中鼎高科進(jìn)軍高端裝備制造，將迎來新的業(yè)績(jī)支點(diǎn)。自本輪調(diào)整開始，公司股價(jià)由高點(diǎn)回調(diào)43%，員工持股計(jì)劃考慮到資金成本接近24元，安全邊際明顯。
