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尚太科技(001301.SZ)：预计2024年内负极材料价格水平将随着市场波动，逐渐呈现“触底反弹”的态势

Shangtai Technology (001301.SZ): It is expected that in 2024, the price level of anode materials will gradually show a “bottoming out” trend as the market fluctuates

Gelonghui Finance ·  Mar 17 20:14

Gelonghui, March 18 | Shangtai Technology (001301.SZ) disclosed an investor relations activity record. Overall, the anode materials market still shows a structural overcapacity situation. Since 2023, the price level has faced challenges, making it difficult to return to the higher level of previous years. However, with the end of the Spring Festival holiday, some electric vehicles began price reduction strategies, and a new generation of intelligent electric vehicles continued to be launched. Demand for the downstream power battery market is picking up, and the recovery trend is obvious, driving an increase in demand for anode materials, and there is pressure on the market supply side Mitigating, the price level of anode materials is expected to gradually show a “bottoming out” trend within 2024 as the market fluctuates, and the overall price of the industry is expected to recover to a certain extent in 2024.

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