凯盛新材(301069.SZ)暂未直接与宁德时代开展业务合作

Core Viewpoint - Kaisheng New Materials (301069.SZ) has begun supplying thionyl chloride products to lithium battery electrolyte manufacturers, indicating a strategic move into the lithium battery supply chain [1] Group 1 - The company has confirmed its thionyl chloride products are being supplied to lithium battery electrolyte production facilities [1] - Currently, the company has not established direct business cooperation with CATL (Contemporary Amperex Technology Co., Limited) [1]