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受市场需求回暖以及上游原料供应短期收紧等多重因素影响,自7月起,六氟磷酸锂价格呈现显著上涨态势。在多氟多(002407.SZ)半年度业绩说明会上,公司管理层透露,上半年六氟磷酸锂出货量约2.3 – 2.4万吨,预计全年出货量达5万吨左右。上半年该产品价格波动较大,毛利率处于15% – 20%区间。

在与投资者交流中,公司表明六氟磷酸锂业务盈利能力下半年有望回升,主要得益于产品价格持续上涨与产能利用率提升。随着市场行情回暖,单位盈利水平或逐步修复,具体幅度受原材料价格波动及下游需求增长情况影响。

在新能源材料业务方面,多氟多主营产品包含六氟磷酸锂等电解质。作为电池电解液关键材料,其性能直接决定电解液导电效率与稳定性,在新能源汽车、消费电子及储能领域应用广泛。

六氟磷酸锂核心原料采购上,多氟多采用现货与期货结合模式。同时,依据市场价格动态灵活..有效控制采购成本,保障利润空间

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