宁德时代洛阳基地投产借助区域资源协同发展

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本报记者李婷　　7月20日，宁德时代洛阳基地一期项目电池工厂正式投产，首个麒麟电池在洛阳完成封装。此外，宁德时代洛阳基地二期项目已经开工建设，进一步扩大高端新能源电池产能。　　业内人士认为，从国内动力电池产能布局情况看，主要产能布局集中在华东及西南地区，从完善区域供应链及企业战略角度看，宁德时代洛阳基地的投产将进一步完善华中地区的新能源产业链布局。　　进一步扩大高端电池产能　　公开消息...

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href=https://finance.sina.com.cn/roll/2024-07-22/doc-inceyanp1723549.shtml><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者 李 婷\n　　7月20日，宁德时代洛阳基地一期项目电池工厂正式投产，首个麒麟电池在洛阳完成封装。此外，宁德时代洛阳基地二期项目已经开工建设，进一步扩大高端新能源电池产能。\n　　业内人士认为，从国内动力电池产能布局情况看，主要产能布局集中在华东及西南地区，从完善区域供应链及企业战略角度看，宁德时代洛阳基地的投产将进一步完善华中地区的新能源产业链布局。\n　　进一步扩大高端电池产能\n　　公开消息...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-07-22/doc-inceyanp1723549.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0359202008.SGD","symbol_name":"Blackrock China Fund A2 SGD-H","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2024-07-22/doc-inceyanp1723549.shtml","article_id":"2453097822","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-07-22/doc-inceyanp1723549.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, 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development","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1,"JKS":1,"EVS.SI":0.6},"content_text":"本报记者 李 婷\n　　7月20日，宁德时代洛阳基地一期项目电池工厂正式投产，首个麒麟电池在洛阳完成封装。此外，宁德时代洛阳基地二期项目已经开工建设，进一步扩大高端新能源电池产能。\n　　业内人士认为，从国内动力电池产能布局情况看，主要产能布局集中在华东及西南地区，从完善区域供应链及企业战略角度看，宁德时代洛阳基地的投产将进一步完善华中地区的新能源产业链布局。\n　　进一步扩大高端电池产能\n　　公开消息显示，洛阳基地是宁德时代全球十三大生产基地之一。宁德时代最早于2022年9月份披露公告称，公司将投资140亿元在河南洛阳市伊滨区投资建设洛阳新能源电池生产基地项目，涉及新能源动力电池系统及储能系统生产线。\n　　据悉，宁德时代洛阳基地是按照“灯塔工厂”“零碳工厂”的高标准进行建设的，而洛阳基地项目创造了重大项目建设“对接签约100天、项目落地100天、一期厂房9个月封顶”的“洛阳速度”。投产的麒麟电池采用宁德时代第三代CTP技术，系统集成度创全球新高。\n　　“无麒麟不高端”，麒麟电池技术主要是为了满足高端市场需求。在业内人士看来，宁德时代洛阳基地的投产进一步扩大高端产能是其中的一大亮点。\n　　中国城市专家智库委员会常委副秘书长林先平对《证券日报》记者表示：“新能源汽车市场的快速发展带动市场对动力电池的需求不断增加。为了满足市场需求，宁德时代需要扩大产能，特别是高端电池产能。”\n　　真锂研究首席分析师墨柯对《证券日报》记者进一步表示：“在电池价格下降的趋势下，高端产能的核心是产线本身的智能制造技术水平。动力电池生产属于高端装备制造，宁德时代作为头部企业，对于生产线的设备、技术等的更新和迭代也需要保持领先。”\n　　借助区域资源优势实现双赢\n　　6月18日，宁德时代宣布与北汽集团、京能集团、小米集团等共同投资建设的北京时代电池基地项目举行开工仪式；而此次宁德时代洛阳基地一期投产时，二期项目已经开工建设。\n　　“从宁德时代的布局看，贴近下游车企建设供应链符合公司的发展战略。”墨柯表示，无论是北京时代还是洛阳基地，对于进一步完善当地区域新能源智能汽车产业链，保障关键电池资源供应等具有重要意义，也有利于宁德时代进一步梳理完善自身的产能布局。\n　　业内人士还认为，洛阳具有丰富的矿产资源和较低的能源成本，这些资源对于生产动力电池至关重要。\n　　公开信息显示，宁德时代在宣布投资洛阳基地后不久，就与洛阳国宏投资控股集团有限公司（以下简称“国宏集团”）签署了相关合作，国宏集团拟以其持有的洛阳矿业集团有限公司（以下简称“洛矿集团”）100%的股权对四川时代进行增资。而四川时代将通过洛矿集团间接持有洛阳钼业24.68%的股权，成为洛阳钼业间接第二大股东。宁德时代亦通过此举，进一步加强上游新能源金属资源布局。\n　　林先平认为，洛阳具有完善的产业链上下游协同布局优势，宁德时代在洛阳设立电池工厂，可以更好地与当地供应链企业合作，提高生产效率和质量，具有明显的区域优势和发展前景。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江钰涵","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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宁德时代洛阳基地投产 借助区域资源协同发展

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宁德时代洛阳基地投产借助区域资源协同发展