share_log

璞泰来(603659.SH)：负极材料盈利能力正在持续改善，2024年预计会逐季向好

Putailai (603659.SH): The profitability of anode materials continues to improve, and is expected to improve quarterly in 2024

Gelonghui Finance ·  Feb 20 03:13

Gelonghui, February 20 | Putailai (603659.SH) said on the interactive platform that the price of the company's 2024 products of the same category of anode materials is not much different compared to the end of 2023. Due to changes in monthly and quarterly shipments of different categories of anode materials, the price may also have structural differences. The company has built a technical team in the field of theoretical knowledge of carbon materials for many years. After years of intensive R&D investment, the main anode material products occupy a leading position in the world's middle and high-end digital and power battery fields with characteristics such as high capacity, high density, low expansion, long cycle, and fast charging. Since 2023, the anode materials industry has generally faced pressure from capacity consumption and downward price pressure due to sufficient production capacity supply, downstream battery customers entering the inventory removal stage, and a phased imbalance in the supply and demand environment. The company has planned 480 million inventory price drops in the first three quarters of 2023, mainly in the anode materials sector. The company also expects that some high-value negative inventory will still be depreciated in the fourth quarter of 2023. At the same time, considering that the price level of anode materials in the industry has also stabilized relatively, the risk of impairment of high-priced inventory in the previous period has basically been released. With the consumption of historical high-cost inventories and the innovation of non-petrochemical raw materials, some of the company's cost-effective products have been gradually introduced, market prices and supply and demand for anode materials have gradually stabilized, and the profitability of the company's anode materials continues to improve, and is expected to improve quarterly in 2024.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment