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融捷集团与融捷股份新能源产业链布局
融捷集团与融捷股份新能源产业链布局
产业链
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所属报告：
融捷股份-采选冶炼有序扩张打造川矿一体化开发标杆-220529（28页）.pdf
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电子皮肤产业链
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产业链
2026-07-22
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图1.2：国内需求支撑了从2021-2023年能源冲击中的复苏
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2026-07-21
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图3.7：.到2030年，可再生能源和短时灵活性需要扩张
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2026-07-21
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图21：2024年非洲清洁能源投资资金来源构成
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金刚石铜散热片产业链核心环节
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产业链
2026-07-21
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聚氨酯产业链
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产业链
2026-07-21
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石化产业链框架
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万华化学材料在锂电产业链中的位置
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2026-07-21
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玻璃基板产业链
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产业链
2026-07-21
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司已形成了较为完整的锂电材料产业链布局，其中以锂矿采选、锂盐加工及冶炼和锂电设备为主，以镍钴锂湿法冶炼及深加工和锂电池正极材料为辅。随着融达锂业采选产能的逐步释放，公司将依托融捷集团及关联方和公司在锂电材料产业链的完整布局，进一步打通上下游锂电材料产业链，充分共享技术传承，发挥产业链协同优势。
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融捷股份-采选冶炼有序扩张打造川矿一体化开发标杆-220529（28页）.pdf
图表9公司近年归母净利润规模与增速
图表8公司近年营收规模与增速
融捷集团与融捷股份新能源产业链布局
图表6公司股权结构
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