证券代码： 002324 证券简称：普利特 上海普利特复合材料股份有限公司投资者关系活动记录表 编号：2026-01-07 5.公司在新能源业务进展如何？ | | 公司钠离子电池采用了以聚阴离子为主的多种体系路线，公司的 | | --- | --- | | | 钠离子电池已实现批量化出货且销量处于行业领先地位，并且公司钠 | | | 电在手订单和产品技术，以及市场开拓均处于行业头部水平。公司钠 | | | 离子电池主要应用于储能、启停电源、数据中心等产业领域。并且， | | | 随着碳酸锂原材料价格上涨，钠电的成本优势也正在逐步体现。公司 | | | 新建产能将在今年三季度逐渐投产，随着新增产能的释放，公司将加 | | | 快对钠离子电池客户订单的交付，并为公司钠离子电池的快速发展奠 | | | 定基础。 | | 附件清单（如有） | 1.参会机构名单 | | 日期 | 2026/1/7 | 2 附件一：参会机构名单 1 技术壁垒极高，全球仅有三家企业具备大规模化量产能力，普利特是 国内唯一实现该技术突破的企业。目前，公司已与海外客户关于公司 LCP 薄膜在脑机接口领域的应用进行了共同开发以及验证工作，目前 ...

格隆汇12月26日丨普利特(002324.SZ)公布，公司的LCP薄膜产品经过多年艰苦卓绝的工艺摸索，批量化 能力的建设以及与下游客户的联合开发与验证，凭借其超低的介电性、高耐热、低吸水等优异的性能表 现，已成功获得消费电子行业头部客户的验证通过，充分证明了公司在该领域的技术实力和产品竞争 力。近日，随着该客户高端新机型的正式发布，公司已开始为该客户的新一代消费电子手机终端的软板 天线中进行LCP薄膜产品的大批量供货。随着该客户上述产品市场销量的持续攀升，公司LCP薄膜产品 的市场需求也将随之显著增长。此次批量出货标志着公司LCP薄膜产品首次在手机终端设备上实现规模 化应用，打破了国外厂商在高端LCP薄膜应用领域的长期垄断，为国内消费电子产业链的自主可控贡献 了重要力量。此次量产实现了国内手机终端应用从0到1的突破，势必会对未来下一代6G/毫米波高频通 讯网络下的各个终端领域产生巨大的影响。 这一重要应用节点的达成，是公司在消费电子领域取得具有里程碑意义的重大突破，将为公司带来新的 业绩增长点和市场机遇。公司将以此为契机，乘势而上，持续加大在LCP树脂、薄膜和纤维领域的研发 投入，不断优化产品性能，拓展应用领 ...

Core Viewpoint - The company has achieved a significant milestone in the consumer electronics sector by successfully validating its LCP film products with leading clients, marking a breakthrough in domestic high-end LCP film applications and contributing to the self-sufficiency of the domestic consumer electronics supply chain [1][2] Group 1 - The company’s LCP film products have demonstrated excellent performance characteristics, including ultra-low dielectric properties, high heat resistance, and low water absorption, leading to successful validation by top clients in the consumer electronics industry [1] - The company has commenced mass supply of LCP film products for a new generation of consumer electronic mobile terminal soft board antennas, coinciding with the launch of a high-end model by a key client [1] - This mass shipment signifies the first large-scale application of LCP film products in mobile terminal devices, breaking the long-standing foreign monopoly in the high-end LCP film application field [1] Group 2 - The achievement represents a major breakthrough for the company in the consumer electronics field, expected to create new performance growth points and market opportunities [2] - The company plans to leverage this milestone to increase R&D investment in LCP resins, films, and fibers, continuously optimizing product performance and expanding application areas to enhance market share [2] - Future validation of related LCP products is anticipated to lead to technological breakthroughs in critical areas such as brain-computer interfaces, AI servers, embodied intelligence, and satellite communications, providing strong momentum for the company's performance growth [2]