每經(jing)AI快訊，有投資(zi)者在投資(zi)者互(hu)動平臺提問(wen)：尊敬的(de)董(dong)秘您好，貴公(gong)司最(zui)新(xin)公(gong)告擬在印尼投資(zi)59億年(nian)(nian)產(chan)10萬噸鋰(li)電銅箔項(xiang)目(mu)嗎，作為中(zhong)小股東相(xiang)信公(gong)司是通過嚴謹的(de)可行(xing)性調研的(de)。但新(xin)能源(yuan)車是無論國(guo)(guo)內或國(guo)(guo)際都屬(shu)于(yu)比(bi)較熱(re)門的(de)賽(sai)道，在北美和歐洲(zhou)市場上出現近年(nian)(nian)國(guo)(guo)內的(de)鋰(li)電銅箔產(chan)能急劇擴(kuo)張局面的(de)概率有多大(da)？海亮(liang)是受國(guo)(guo)內鋰(li)電池(chi)頭部(bu)企(qi)業的(de)邀請一同出海構建鋰(li)電池(chi)產(chan)業鏈的(de)嗎？那么相(xiang)關企(qi)業是否承諾大(da)致的(de)訂單量？ 另(ling)外，截(jie)至(zhi)2022年(nian)(nian)末，國(guo)(guo)內鋰(li)電銅箔在產(chan)產(chan)能為多少？

海(hai)亮股份（002203.SZ）3月(yue)5日在投(tou)資者互(hu)動(dong)平臺表示，公(gong)(gong)司(si)(si)全(quan)資子(zi)公(gong)(gong)司(si)(si)甘肅海(hai)亮新能(neng)(neng)(neng)源(yuan)材料有限公(gong)(gong)司(si)(si)年(nian)產(chan)(chan)(chan)(chan)(chan)15萬(wan)噸高性能(neng)(neng)(neng)銅(tong)箔(bo)(bo)材料項(xiang)目(mu)(mu)于2021年(nian)12月(yue)開工建設，2022年(nian)9月(yue)項(xiang)目(mu)(mu)一(yi)(yi)期一(yi)(yi)步1.25萬(wan)噸投(tou)產(chan)(chan)(chan)(chan)(chan)，項(xiang)目(mu)(mu)一(yi)(yi)期5萬(wan)噸高性能(neng)(neng)(neng)鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)(bo)產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)將(jiang)于2023年(nian)一(yi)(yi)季度全(quan)部(bu)投(tou)產(chan)(chan)(chan)(chan)(chan)。 目(mu)(mu)前(qian)，歐美電(dian)(dian)(dian)(dian)池(chi)(chi)產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)規(gui)劃宏大(da)，根(gen)據(ju)Battery News.DE的(de)(de)統計(ji)，歐美電(dian)(dian)(dian)(dian)池(chi)(chi)規(gui)劃產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)約3TWh，但歐美本地鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)(bo)產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)較為(wei)稀缺。國(guo)(guo)(guo)(guo)外(wai)(wai)競爭對手日進、SK Nexilis、索(suo)路(lu)思、三井金屬等日韓銅(tong)箔(bo)(bo)企業在積極(ji)壯大(da)其(qi)鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)(bo)業務，配套本國(guo)(guo)(guo)(guo)電(dian)(dian)(dian)(dian)池(chi)(chi)企業，并開始在東南亞、歐美興建銅(tong)箔(bo)(bo)工廠(chang)，匹配本國(guo)(guo)(guo)(guo)電(dian)(dian)(dian)(dian)池(chi)(chi)企業在歐美的(de)(de)新擴產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)。但日韓企業整體產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)規(gui)模(mo)和(he)擴產(chan)(chan)(chan)(chan)(chan)節奏仍與下游(you)鋰(li)電(dian)(dian)(dian)(dian)產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)銅(tong)箔(bo)(bo)需(xu)求(qiu)(qiu)有較大(da)差距。 近(jin)(jin)段時間，中(zhong)國(guo)(guo)(guo)(guo)動(dong)力(li)電(dian)(dian)(dian)(dian)池(chi)(chi)頭部(bu)企業為(wei)貼近(jin)(jin)市(shi)場，規(gui)避貿(mao)易壁壘風險，降低關稅和(he)運輸成本，尋求(qiu)(qiu)享受歐美動(dong)力(li)電(dian)(dian)(dian)(dian)池(chi)(chi)本土化政策紅利，積極(ji)尋找海(hai)外(wai)(wai)生(sheng)(sheng)產(chan)(chan)(chan)(chan)(chan)基(ji)(ji)地，并構建全(quan)球(qiu)供(gong)應(ying)(ying)鏈，急迫(po)需(xu)要國(guo)(guo)(guo)(guo)內(nei)(nei)(nei)銅(tong)箔(bo)(bo)等供(gong)應(ying)(ying)商(shang)一(yi)(yi)并前(qian)往海(hai)外(wai)(wai)建設生(sheng)(sheng)產(chan)(chan)(chan)(chan)(chan)基(ji)(ji)地。國(guo)(guo)(guo)(guo)內(nei)(nei)(nei)動(dong)力(li)電(dian)(dian)(dian)(dian)池(chi)(chi)行業頭部(bu)十分(fen)看重公(gong)(gong)司(si)(si)國(guo)(guo)(guo)(guo)際化經營能(neng)(neng)(neng)力(li)和(he)發展銅(tong)箔(bo)(bo)戰略定力(li)，積極(ji)邀請海(hai)亮成為(wei)其(qi)海(hai)外(wai)(wai)銅(tong)箔(bo)(bo)供(gong)應(ying)(ying)商(shang)。 公(gong)(gong)司(si)(si)已通過(guo)多(duo)家動(dong)力(li)電(dian)(dian)(dian)(dian)池(chi)(chi)裝機(ji)量(liang)前(qian)十大(da)鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)企業的(de)(de)驗廠(chang)認證，國(guo)(guo)(guo)(guo)內(nei)(nei)(nei)蘭州(zhou)基(ji)(ji)地已批量(liang)出貨(huo)。隨著國(guo)(guo)(guo)(guo)內(nei)(nei)(nei)基(ji)(ji)地產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)的(de)(de)進一(yi)(yi)步釋放和(he)境外(wai)(wai)基(ji)(ji)地產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)的(de)(de)投(tou)建，公(gong)(gong)司(si)(si)將(jiang)形成境內(nei)(nei)(nei)外(wai)(wai)雙大(da)基(ji)(ji)地、雙市(shi)場的(de)(de)內(nei)(nei)(nei)外(wai)(wai)雙循環。 根(gen)據(ju)中(zhong)國(guo)(guo)(guo)(guo)電(dian)(dian)(dian)(dian)子(zi)材料行業協(xie)會電(dian)(dian)(dian)(dian)子(zi)銅(tong)箔(bo)(bo)分(fen)會統計(ji)，2021年(nian)國(guo)(guo)(guo)(guo)內(nei)(nei)(nei)鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)(bo)產(chan)(chan)(chan)(chan)(chan)能(neng)(neng)(neng)29.3萬(wan)噸。

(記者 王曉波)

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