蝉联人造负极龙头 杉杉科技穿越周期“密码” 2024年07月29日 近年来负极材料产业艰难运行,价格压力、盈利压力等,给企业带来重大的经营调整。
<p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">近年来负极材料产业艰难运行,价格压力、盈利压力等,给企业带来重大的经营调整。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">然而,从市场趋势来看,<strong style="padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">从2024年一季度到二季度的转变,负极行业已经显现出了触底反弹的迹象,预示着行业正在逐步走出低谷,不仅是负极企业排产回升,负极材料价格也呈现回暖趋势。</strong></span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">杉杉科技作为负极材料领域的龙头企业,在行业回暖之际也展现出了其强大的市场竞争力。二季度以来,杉杉科技的负极业务订单量显著增加,营收和利润均实现了稳步增长。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">业务层面,根据市场数据,2024年上半年人造负极市占率提升到86%,杉杉科技继续蝉联人造负极榜首。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">在产能布局上,杉杉科技进行了逆周期扩产,进一步强化其产能规模和市占率。今年1月,云南杉杉30万吨负极材料项目正式投产。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">据了解,云南杉杉一体化生产基地为行业单体规模最大的负极材料一体化基地,工序包含了磨粉、改性、石墨化、二次包覆、碳化、成品加工。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">从整个产业发展来看,负极材料行业作为新能源产业链的重要组成部分,其周期性波动不可避免。重要的是,在周期波动的过程中,企业需要不断进行技术投入,提升自己的研发创新实力,进而锻造自己的市场竞争力。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong style="padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">在本轮周期调整中,杉杉科技也不断加大负极前沿技术的研发投入,提升产品的性能和质量。</strong></span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">目前,杉杉科技研发的消费类快充负极6C产品已经送样,其正是凭借杉杉科技独创的液相包覆技术、新型功能化包覆技术,进而在石墨粉体微米级尺度上实现均匀包覆层制备。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">在硅基负极技术上,杉杉科技硅氧产品已经批量供应海外头部客户并实现装车,新一代硅碳产品相关核心技术已获得美国、日本的专利授权。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">此外,杉杉科技自主设计的千吨级硬碳产线建成投产,已实现在钠电、锂电(含半固态电池)和超级电容领域的批量应用。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">截至目前,杉杉负极累计持有的有效专利超过270件。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">绿色发展是全球新能源发展的主题,也是锂电产业升级转型的方向,杉杉科技也不例外。</span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">在推进双碳转型方面,杉杉科技已经确立目标,<strong style="padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">计划在2030年达成100%使用绿电,杉杉负极的单位产品碳排放量以2023年为基础,逐年下降3%,到2060年实现价值链碳中和。</strong></span></p><p style="margin: 24px 16px; padding: 0px; outline: 0px; max-width: 100%; clear: both; min-height: 1em; color: rgba(0, 0, 0, 0.9); font-size: 17px; text-align: justify; white-space: normal; font-family: system-ui, -apple-system, BlinkMacSystemFont, &quot;Helvetica Neue&quot;, &quot;PingFang SC&quot;, &quot;Hiragino Sans GB&quot;, &quot;Microsoft YaHei UI&quot;, &quot;Microsoft YaHei&quot;, Arial, sans-serif; background-color: rgb(255, 255, 255); letter-spacing: 0.578px; line-height: 1.75em; visibility: visible; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; visibility: visible; font-size: 16px; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">如今,</span><span style="padding: 0px; outline: 0px; max-width: 100%; color: var(--weui-LINK); cursor: default; box-sizing: border-box !important; overflow-wrap: break-word !important;">杉杉股份<em style="padding: 0px; outline: 0px; max-width: 100%; display: inline-block; vertical-align: super; font-size: 10px; width: 1.2em; height: 1.2em; -webkit-mask-position: 50% 50%; -webkit-mask-repeat: no-repeat; -webkit-mask-size: 100%; background-color: var(--weui-LINK); box-sizing: border-box !important; overflow-wrap: break-word !important;"></em></span><span style="padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">共有8个产区获得了ISO 14064温室气体核查声明,覆盖率达75%,并有3个厂区获得ISO 50001能源管理体系认证证书,杉杉股份旗下的杉金光电(南京)也入围了国家级绿色工厂。</span></span></p><p><br/></p><p><br/></p><p><br/></p>
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