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新宙邦(300037.SZ):擬投資15億元建荷蘭新宙邦鋰離子電池電解液及材料項目
格隆匯 08-02 18:25

格隆匯8月2日丨新宙邦(300037.SZ)公佈,公司擬以全資孫公司Capchem Netherlands B.V. (“荷蘭新宙邦”)為實施主體,在荷蘭穆爾戴克投資建設荷蘭新宙邦鋰離子電池電解液及材料項目項目總投資約15億元人民幣,項目分期建設,其中一期建設週期3.5年,預計2024年下半年逐步投產。

電池化學作為公司主營業務的重要組成部分,是公司未來重點發展的核心業務板塊之一基於新能源汽車行業未來發展前景,公司在歐洲佈局本項目,可以實現對客户的就近供應,為公司電池化學品業務持續快速增長提供產能保障進而提升公司整體盈利能力。此外,公司在荷蘭設立公司建設鋰離子電池電解液及材料項目,將波蘭新宙邦業務形成良好的協同效應

項目一期全部達產後,在荷蘭的鋰離子電池電解液產能將達到5 萬噸,碳酸酯溶劑達到 10 萬噸。根據歐洲主流電芯廠及國內大型電芯廠在歐洲擴產計劃,該地區對本項目產品需求量將快速增長,因此產能消化風險總體可控。另外,碳酸二甲酯產品還可作為綠色環保溶劑,應用於塗料行業等,可以拓展更多下游客户,緩釋產能消化風險。 此外,公司有着多年的電子化學品經營經驗,在電池化學品領域有着較高的知名度和品牌效應。公司可依託現有客户基礎,進一步拓展優質客户資源,降低市場風險。

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