技术壁垒对冲价格战，海外增量打开空间

2025-03-17

公司单壁碳纳米管技术已实现百吨级订单，国内市占率46.7%稳居第一。2024年Q4扣非净利环比下降9%，但海外客户三代产品验证顺利，预计2025年单壁管出货将达万吨级，贡献超2亿元利润弹性。原材料NMP降价带动毛利率提升至35.74%，叠加结算方式优化，成本端改善为技术红利兑现提供支撑。$天奈科技(688116)$

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