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Gem Co.Ltd(002340) : orders are full in 2022, and it is planned to sell more than 200000 tons of ternary precursors

Gem Co.Ltd(002340) said in the record of investor relations activities that the company had full orders in 2022 and planned to sell more than 200000 tons of ternary precursors. The main customers of the company’s precursors include ecopro, Bangpu, Xtc New Energy Materials(Xiamen) Co.Ltd(688778) Yuanyuan, Ningbo Ronbay New Energy Technology Co.Ltd(688005) and other well-known customers at home and abroad. In the 2020 annual report, the company disclosed that the shipment of ternary precursors will reach more than 400000 tons by 2025. At present, the company’s long-term expected orders in the next three years will be more than 1 million tons, and the expected orders in 2025 will exceed 550000 tons, which will effectively ensure that the shipment of ternary precursors will reach more than 400000 tons in 2025, ensuring the stable growth of the company’s performance.

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