南山鋁業(600219.SH)：擬投資20億元建汽車輕量化鋁板生產線項目
格隆匯7月21日丨南山鋁業(600219.SH)公佈，公司於2021年7月21日召開第十屆董事會第十次會議審議通過了《關於建設汽車輕量化鋁板帶生產線項目的議案》，項目總投資約為20億元，其中設備費用12.4億元，工程建設及其他費用7.6億元。該項目建成後，每年將新增汽車輕量化鋁板帶產能20萬噸。
該項目主體設備為1條2350mm單機架冷軋機、2條2400mm連退熱處理線、1條2400mm連退化學線。該項目建設期預計為18-30個月。項目主體設備擬國際招標採購，不排除採購進口設備可能受全球疫情變化的影響，進而影響項目建設週期。
近年來，汽車行業迎來了前所未有的大變革時代，新能源汽車行業逐漸興起。歐盟已經提出，要求2035年實現汽車“零排放”，停產全部燃油車，必將加快推動新能源汽車的推廣、應用。目前全球汽車行業正處在由傳統燃油到新能源應用的“二次技術革命”時期，而中國市場自2017年以來，在全球新能源汽車領域的增長速度最快。據IHS數據顯示，2017年整個亞洲地區對鋁汽車板的需求約為13萬噸，其中中國市場為7.8萬噸；2025年左右，亞洲市場需求會上升到130萬噸以上。
制約新能源汽車發展的首要因素為續航里程，進而使新能源汽車對於輕量化的需求更為迫切，必將進一步加速汽車鋁板的應用進程。公司現有汽車板生產線項目已建成投產，產品訂單增長迅猛，客户數量不斷增加，目前已通過國際知名新能源車企主機廠、蔚來、寶馬、上汽通用、一汽大眾、廣汽新能源、理想、現代、日產等全球主要汽車主機廠的材料認證。
根據公司打造“汽車輕量化鋁板龍頭企業”的發展戰略以及對市場的開拓、調研和預判，公司認為鋁製汽車板是未來鋁應用的主要發展方向，尤其是新能源汽車的快速推廣、應用，將帶動汽車鋁板需求的飛速增加，汽車板市場前景廣闊，決定擴大生產線，加快產線建設進度，快速實現產能擴張。項目建成後將進一步提升高端產品產能、完善產品結構，保證公司先發優勢，提高市場佔有率。
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