力勤資源(02245.HK)ONC項目順利達產,年設計產能高達6.5萬金屬噸鎳
2024年9月4日,寧波力勤資源科技股份有限公司(下稱"力勤資源"或"公司")發佈公吿稱,公司ONC項目(HPAL項目三期)已於2024年9月2日順利實現全面達產,總計年設計產能為6.5萬金屬噸鎳鈷化合物/硫酸鎳,標誌着公司在濕法冶煉領域取得了里程碑式進展,該項目不僅鞏固了力勤資源在全球鎳鈷資源市場的領先地位,更為新能源汽車行業的蓬勃發展注入了強勁動力。
據瞭解,力勤資源與印尼合作伙伴在印尼奧比島共同投資的HPAL項目包括HPL及ONC項目。其中,ONC項目共有3條生產線,年設計產能6.5萬金屬噸鎳,目前已全部達產。經統計,HPAL項目一期2條、二期1條氫氧化鎳鈷生產線均已實現達產超產,加上ONC項目的三條生產線,力勤HPAL項目(一至三期)年產能將達到12萬金屬噸鎳。
隨着項目的達產,公司即將迎來新一輪的產能增長,未來將形成規模化效益,持續增厚公司利潤,不斷夯實力勤資源在行業中的領先競爭優勢。此外,力勤資源的HPAL項目整體表現也相當強勁,2024年上半年共實現鎳金屬產量3.9萬噸,HPL項目產能利用率超過100%,實現了穩定超產,彰顯了公司在生產流程優化和技術創新方面的卓越能力。
這一系列成果的背後,是力勤資源技術創新和產業升級的集中體現。力勤資源目前完整掌握了當前業內最先進的鎳濕法冶煉工藝技術之一,並積累了大量關於鎳濕法冶煉項目的設計、建設、管理與運營經驗,其ONC項目採用了全球領先的第三代HPAL工藝,該工藝具有低排放、低能耗、經濟成本低的優勢,且對鎳和鈷有較高的回收率,經濟效益巨大。
據SMM統計,2023年全球不鏽鋼依然是對鎳行業需求最大的領域,合計達到66.8%;其次是合金領域對鎳行業的需求,佔比達到13.2%;再次,是電池材料,佔比達到13%。短期內,不鏽鋼依然是用鎳的主體,但近年來,隨着全球新能源汽車產業的快速發展,鎳行業需求側動力電池佔比增大,對鎳的需求增量幾乎全部都是由三元電池貢獻,可以看出三元電池高鎳化趨勢仍將持續,加之新能源汽車、三元電池以及前驅體庫銷比持續下降將帶來補庫需求。長期來看,鎳資源整體屬於稀缺資源,隨着下游需求逐步迴歸,鎳行業將隨之增長。
展望未來,通過鎳產品生產項目擴產的有序推進,力勤資源的業務將實現質量與規模齊升的態勢,並持續提升全產業鏈自主可控能力和創新發展水平,為推動全球鎳產業的高質量發展貢獻力量。
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