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130亿!宁德时代,再下大单
DT新材料· 2025-09-15 16:05
除此之外, 6月2日 ,龙蟠科技公与 亿纬锂能 子公司Eve Energy Malaysia Sdn. Bhd.签署15.2万吨磷酸铁锂正 极材料,金额预计超50亿元。 5月 ,与 楚能新能源 全资子公司武汉楚能、孝感楚能及宜昌楚能共同签署15 万吨磷酸铁锂正极材料,总销售金额预计超50亿元; 1月 ,公司被 Blue Oval" 锁单",将向后者销售磷酸铁 锂正极材料,初始供应期为5年。 磷酸铁锂为什么如此抢手? 据悉,在新能源汽车领域,磷酸铁锂电池凭借其在成本、安全性等方面的综合优势,受到了众多车企的青 睐,应用范围不断拓展 。在储能领域,随着全球对可再生能源的大力推广以及电网稳定性需求的日益增 长,储能市场发展迅猛,磷酸铁锂电池因其长循环寿命、高安全性等特性,成为储能系统的首选电池类 型,市场需求呈现出爆发式增长。 磷酸铁锂材料按粉体压实密度可分为五代,其中第二代、第三代是市场主流,目前还困于低价泥潭;而第 四代和第五代则代表着未来技术方向,有着较高溢价。 高压密磷酸铁锂就是第四代磷酸铁锂,粉末压实密 度在2.6g/cm³以上,主要应用于中高端动力电池,能提升续航里程和快充性能,当下供不应求。 龙蟠科技 ...
【濮耐股份002225.SZ】活性氧化镁需求确定性提升,国内耐材受益钢铁行业“反内卷”——与格林美签署战略协议之补充协议公告点评
光大证券研究· 2025-07-28 01:28
Core Viewpoint - The company has signed a supplementary agreement with Greenme to purchase 500,000 tons of low-cost core precipitant products for nickel ore smelting by December 31, 2028, which is expected to significantly enhance its operational efficiency and profitability in the nickel resource sector [3]. Group 1: Strategic Cooperation - The company has established a strategic cooperation framework with Greenme, which includes a commitment to supply active magnesium oxide, with projected annual supplies of 5,000 tons in 2025, 15,000 tons in 2026, and 15,000 tons in both 2027 and 2028 [4]. - The active magnesium oxide product is expected to reduce the smelting costs of Greenme's nickel resource projects by 10%-15%, thereby improving profitability and global competitiveness [5]. Group 2: Industry Context - The steel industry is undergoing a "de-involution" process, as emphasized by the Central Financial Committee, which aims to eliminate low-price competition and promote the orderly exit of backward production capacity [7]. - As a result of this industry shift, the company's refractory materials business is anticipated to gradually recover alongside the improvement in profitability of its steel customers [6].