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當升科技(300073.SZ):與蜀道新材料擬共同投建30萬噸/年磷酸(錳)鐵鋰項目
格隆匯 12-02 20:35

格隆匯12月2日丨當升科技(300073.SZ)公佈,為抓住新能源汽車與儲能市場快速發展的機遇,加快公司磷酸(錳)鐵鋰產能佈局,進一步提升核心競爭力,公司聯合四川蜀道新材料科技集團股份有限公司(“蜀道新材料”)與攀枝花釩鈦高新技術產業開發區管理委員會(“攀枝花釩鈦高新區管委會”)於2022年12月2日分別在北京市和成都市以視頻的方式簽訂了《30萬噸/年磷酸(錳)鐵鋰項目合作協議》。

根據協議約定,當升科技與蜀道新材料擬將30萬噸/年磷酸(錳)鐵鋰項目落户於攀枝花釩鈦高新區管委會所屬高新區。首期項目計劃投資人民幣70億元(具體投資金額以報批投資的可行性研究報吿為準),預計於2028年12月31日前全部建成達產,具體建設節奏結合市場需求調整。遠期擬規劃再建設年產20萬噸磷酸(錳)鐵鋰生產線,遠期項目屆時根據市場行情及當升科技和蜀道新材料投資意向確定建設。

當升科技作為鋰電正極材料領域的技術引領者,在動力型多元正極材料領域取得了顯著成就,並在磷酸(錳)鐵鋰技術路線上有着雄厚的技術儲備與產業化能力。公司此次與蜀道新材料擬共同投資建設攀枝花磷酸(錳)鐵鋰產業基地,是公司佈局西南地區產能的重要舉措。該項目是雙方充分發揮各自優勢在戰略性礦產資源、磷化工產業、新材料項目、清潔能源等領域開展上下游一體化合作的關鍵一環。該項目將依託合作方的資源、當地的區位優勢與政府支持,獲得具有市場競爭優勢的關鍵原材料供應與綠色能源保障,發揮公司在磷酸(錳)鐵鋰方面的技術研發優勢,加快公司磷酸(錳)鐵鋰業務開拓,抓住磷酸(錳)鐵鋰在儲能與動力細分市場的快速發展機遇,實現公司產品的多元化,為公司拓展新的利潤增長點,為公司長期健康發展夯實基礎。

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