每經AI快訊，有投(tou)資者(zhe)在投(tou)資者(zhe)互(hu)動平臺(tai)提問：公(gong)司(si)對新能(neng)源汽車(che)一(yi)體化車(che)架(jia)用(yong)鋁，目(mu)前有介入嗎？2022年(nian)上半(ban)年(nian)定(ding)單約有多少(shao)百(bai)分比是新能(neng)源汽車(che)輕(qing)量化用(yong)鋁的？

天山鋁(lv)(lv)業（002532.SZ）8月4日在(zai)(zai)投資者互動(dong)平(ping)臺表示(shi)，公司(si)(si)在(zai)(zai)鋁(lv)(lv)的(de)(de)下游應用(yong)目(mu)(mu)前主(zhu)要(yao)布(bu)局在(zai)(zai)高純鋁(lv)(lv)和新(xin)(xin)能源汽(qi)車(che)動(dong)力電(dian)(dian)(dian)池箔(bo)(bo)兩個方向。公司(si)(si)旗(qi)下全資子公司(si)(si)天展新(xin)(xin)材主(zhu)要(yao)生(sheng)產(chan)4N6高純鋁(lv)(lv)，產(chan)品運用(yong)于(yu)電(dian)(dian)(dian)子工業、航(hang)空航(hang)天等高新(xin)(xin)技術領域，用(yong)于(yu)制(zhi)造(zao)電(dian)(dian)(dian)子產(chan)品、電(dian)(dian)(dian)子元器(qi)件、高低壓電(dian)(dian)(dian)解電(dian)(dian)(dian)容器(qi)、高性能導線(xian)(xian)、藍寶(bao)石原(yuan)料、等離子帆、集成(cheng)電(dian)(dian)(dian)路用(yong)鍵合線(xian)(xian)等。目(mu)(mu)前已建(jian)(jian)成(cheng)6萬(wan)噸(dun)高純鋁(lv)(lv)產(chan)能，在(zai)(zai)建(jian)(jian)4萬(wan)噸(dun)產(chan)能，全部(bu)建(jian)(jian)成(cheng)后將達(da)到10萬(wan)產(chan)能規模；公司(si)(si)在(zai)(zai)新(xin)(xin)疆石河子配套布(bu)局30萬(wan)噸(dun)電(dian)(dian)(dian)池鋁(lv)(lv)箔(bo)(bo)胚料項目(mu)(mu)和在(zai)(zai)江陰(yin)布(bu)局的(de)(de)一期20萬(wan)噸(dun)動(dong)力電(dian)(dian)(dian)池箔(bo)(bo)生(sheng)產(chan)線(xian)(xian)及2萬(wan)噸(dun)電(dian)(dian)(dian)池鋁(lv)(lv)箔(bo)(bo)技改項目(mu)(mu)正(zheng)在(zai)(zai)有序進行中，產(chan)品主(zhu)要(yao)應用(yong)于(yu)鋰電(dian)(dian)(dian)池正(zheng)極(ji)集流體(ti)及鈉(na)電(dian)(dian)(dian)池正(zheng)負極(ji)。隨(sui)著新(xin)(xin)能源車(che)輛產(chan)量的(de)(de)快(kuai)速(su)(su)增(zeng)長(chang)，新(xin)(xin)能源車(che)用(yong)電(dian)(dian)(dian)解電(dian)(dian)(dian)容器(qi)、鋁(lv)(lv)動(dong)力電(dian)(dian)(dian)池箔(bo)(bo)的(de)(de)需求量也(ye)將快(kuai)速(su)(su)增(zeng)加。

(記者 姚祥云)

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