天赐材料：公司凭借产业链一体化布局，能有效对冲上游原料涨价压力

证券之星07-21

证券之星消息，天赐材料(002709)07月21日在投资者关系平台上答复投资者关心的问题。

投资者提问：九岭检修、宜春环保整改、宁德锂矿复产偏慢、津巴布韦锂矿出口禁令，多重因素将收紧碳酸锂短期供给，锂价易走强。公司六氟磷酸锂高度自给，搭配碳酸锂长协与回收体系，原料成本压力小，电解液联动定价模式还能在锂价上行时增厚单吨利润。上游供给紧张叠加消费税落地前下游抢装备货、储能与年末电动车旺季需求，将推动电解液回暖，加速中小同行出清，巩固公司龙头份额。钠电电解液还能享受免税政策，进一步打开增长空间。是否认同？

天赐材料回复：尊敬的投资者，感谢您的关注。产业链供需、产品价格、市场需求走势受上游资源投产节奏、行业库存水平、宏观环境、产业政策等多重因素影响，公司凭借产业链一体化布局，能有效对冲上游原料涨价压力，在上行周期中成本缓冲优势更为突出，同时积极探索和布局具有发展潜力的新产品和新兴领域，如固态电解质及钠离子电解液等，通过产品的持续降本及迭代，进一步提升公司核心竞争力。

本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。

相关 ETF

责任编辑：沈彬

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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