道氏技術(300409.SZ):在印尼設PT. JIANA ENERG 從事鎳礦產品和礦石大型貿易
格隆匯12月13日丨道氏技術(300409.SZ)公佈,為進一步推進新能源產業鏈戰略佈局,公司全資子公司廣東佳納能源科技有限公司(“廣東佳納”)在印度尼西亞投資設立了 PT. JIANA ENERGY RESOURCES 公司 (“PT.JIANA ENERGY”),從事鎳礦產品和礦石大型貿易。PT. JIANA ENERGY註冊資本為10,000,000,000印尼盾,為廣東佳納控股子公司。
隨着新能源汽車長續航和低成本的發展優勢逐步凸顯,新能源汽車產業迎來快速增長,三元動力電池成為新能源汽車的主流動力技術路線。高鎳化趨勢明顯,三元材料對鎳的需求提速,鎳資源是未來三元動力電池成本競爭的核心。根據中國有色金屬工業協會數據統計,國內三元前驅體對鎳需求量從2018年的7.9萬金屬噸,增長至2020年的12.9萬金屬噸。未來高鎳三元前驅體對鎳的需求量將保持快速增長。
印度尼西亞是世界紅土鎳礦資源最豐富的國家之一,公司在印度尼西亞設立PT. JIANA ENERGY 的最終目的是為公司鋰電材料業務的發展提供可靠的鎳資源保障,打通並進一步優化公司原材料供應,進而降低公司高鎳三元前驅體產品的原材料成本,增強公司核心競爭力。後續公司將擇機在印度尼西亞開展建設鎳資源冶煉項目,該舉措將有助於公司構建完整的新能源材料產業鏈,符合公司發展戰略方向。
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