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天齊鋰業(09696.HK):未見新技術威脅鋰電池主導地位 按計劃有序擴產
近年新能源汽車電池供應成為關注重點,供不應求下鋰價持續攀升,促使車廠增加對氫燃料等其他儲能電池的應用。惟天齊鋰業(09696.HK)(002466.SZ)副董事長兼執行董事蔣安琪表示,從3C鋰電池發展至電動車電池,技術不斷在進步,堅信在很長時間內鋰將仍為電池生產的主導材料。她指出,雖然其他元素各有優劣,但鋰電池重量較輕且能源密度高,因此暫時未見到有可威脅鋰電池的技術出現。 她又指,新能源汽車目前依然是非常新的行業,相信鋰技術應用未達到成熟階段;同時公司亦並非依賴單一行業,認為綠色能源的儲能將是另一主要應用場景,因此對鋰產品需求仍很有信心。 鋰供應短缺,特斯拉(TSLA.US)、比亞迪(01211.HK)及寧德時代(300750.SZ)等多家行業巨頭均表明或已佈局全球鋰礦資源。對於下游廠商加入競爭,蔣安琪表示樂見更多參與者加入推進產業發展,但認為上游開發較為困難,項目投資及投產周期長,技術壁壘較大,各鋰礦及鹽湖所需開發技術亦不同,因此認為新進入的參與者要面對挑戰不少。 問到鋰價走勢,執行董事兼行政總裁夏浚誠稱,根據行業調研,供需緊張將持續到至少2026年,短期內鋰價預期不會下滑,而天齊作為行業內唯一完全自給自足的廠商,在鋰價及穩定生產的支持下,公司未來收入走勢料正面。 蔣安琪又透露,集團手頭的鋰礦資源處於成熟開發階段,廠房亦按計劃有序擴產,因此目前於鋰礦資源併購方面心態較為從容,沒有迫切的新收購目標或時間表。
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