蔚藍鋰芯(002245.SZ):擬建設高效新型鋰離子電池產業化項目 總投資50億元
格隆匯 3 月 5日丨蔚藍鋰芯(002245.SZ)公佈,公司於2021年3月4日召開的第五屆董事會第十七次會議審議通過了《關於天鵬鋰能產業化項目投資的議案》,同意在淮安清河經濟開發區進行天鵬鋰能產業化項目投資,建設高效新型鋰離子電池產業化項目,項目擬總投資50億元,新建40億AH圓柱鋰電池產業化項目。項目計劃分兩期建設,其中首期投資23.50億元。項目由公司或控股子公司新設立淮安天鵬鋰能有限公司(暫定名,最終以工商登記為準)實施。同意與淮安市清江浦區人民政府及江蘇淮安清河經濟開發區管理委員會簽署的《清江浦區天鵬鋰能產業化項目投資協議》,授權公司管理層辦理具體投資事項,包括但不限於協議簽署、公司設立、投資實施等事項。
隨着國內電芯廠在高倍率電池領域與國際鋰電池廠家的差距逐步縮小,在性能、規模、成本等綜合優勢加持下,國際電動工具巨頭對於電芯供應鏈的選擇已經明顯轉向中國,鋰電池國產替代進程明顯加速,國內鋰電池頭部製造企業產能持續緊張。
鑑於三元圓柱動力鋰電池業務已經成為支撐公司持續快速成長的最主要業務,公司此次項目建設,有利於公司解決一直面臨的鋰電池產能瓶頸,擴大鋰電池產能規模,進一步鞏固公司在動力工具鋰電池領域的細分行業龍頭地位;同時,在新建產能支撐下,公司將突破現有動力工具領域,積極面向新應用行業研發與市場拓展,向更大的市場領域邁進,逐步實現公司從動力工具細分行業→高效動力應用領域→高性能圓柱動力電池行業領先企業的戰略突破,支撐未來公司鋰電池業務的持續快速發展。
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