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湘潭電化(002125.SZ):參股公司擬投資共170億元建磷酸鐵、磷酸鐵鋰項目
格隆匯 06-25 20:43

格隆匯6月25日丨湘潭電化(002125.SZ)公佈,在動力電池及儲能電池市場需求不斷增長的行業背景下,為順應產業迅猛發展的態勢,搶抓行業發展機遇司參股公司湖南裕能新能源電池材料股份有限公司(“湖南裕能”)將於近期分別在貴州省福泉市、雲南省安寧市進行項目投資。

項目投資一:1、建設規模:年產30萬噸磷酸鐵和30萬噸磷酸鐵鋰,2、建設地點:貴州省黔南布依族苗族自治州福泉市,3、概算投資:項目預計總投資70億元。

項目投資二:1、建設規模: 年產35萬噸磷酸鐵和35萬噸磷酸鐵鋰,2、建設地點:雲南省昆明市安寧市,3、概算投資:項目預計總投資100億元。

磷酸鐵鋰電池憑藉安全性能較高、成本較低的優勢,市場份額日益增加,帶動上游原材料磷酸鐵鋰的市場需求不斷增長。目前,湖南裕能磷酸鐵鋰產品產銷兩旺,供不應求。湖南裕能計劃通過上述兩個項目投資新增兩個生產基地,有利於其抓住市場機遇擴大產能規模,增強其磷酸鐵鋰產品供應能力,滿足客户需求。同時,上述項目投資依託當地豐富的磷礦資源優勢,有利於完善產業佈局,提升綜合競爭力,符合湖南裕能的發展戰略。湖南裕能上述投資根據市場需求、競爭格局等分多期進行,尚存在一定不確定性。

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