昆仑新材A股上市夭折转港IPO:毛利率研发投入畸低、高度依赖宁德时代、半数产能闲置仍欲扩产近3倍

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出品:新浪财经上市公司研究院作者:昊1月28日,昆仑新能源材料技术(宜昌)股份有限公司(以下称“昆仑新材”)向港交所递交主板上市申请。昆仑新材是锂电池电解液供应商。2023年6月,昆仑新材向深交所创业板递交IPO申请并获受理;2024年5月,在被两轮问询后,公司撤回发行上市申请文件,A股上市以失败告终。近几年来,昆仑新材市场份额不断增加,但毛利率长期低于天赐材料和新宙邦,考虑到公司对宁德时代依赖...

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