行業(ye)動態hyjj
新能(neng)源電(dian)(dian)池產業(ye)(ye)(ye)作(zuo)為“綠電(dian)(dian)+先進制造”的(de)(de)優質賽(sai)道(dao)，是云南省(sheng)近3年(nian)來(lai)增(zeng)(zeng)(zeng)速最(zui)快(kuai)的(de)(de)產業(ye)(ye)(ye)之(zhi)一，工(gong)(gong)業(ye)(ye)(ye)增(zeng)(zeng)(zeng)加(jia)值增(zeng)(zeng)(zeng)速均保持在(zai)20%以(yi)上。依托良好的(de)(de)資源稟(bing)賦和產業(ye)(ye)(ye)基(ji)礎(chu)，全省(sheng)新能(neng)源電(dian)(dian)池產業(ye)(ye)(ye)今(jin)年(nian)1至2月持續走高(gao)，工(gong)(gong)業(ye)(ye)(ye)總產值同比(bi)增(zeng)(zeng)(zeng)長45.1%，工(gong)(gong)業(ye)(ye)(ye)增(zeng)(zeng)(zeng)加(jia)值同比(bi)增(zeng)(zeng)(zeng)長79.2%，發展勢頭(tou)強勁，彰顯了中國新能(neng)源電(dian)(dian)池產業(ye)(ye)(ye)重(zhong)要(yao)基(ji)地(di)的(de)(de)影響力。
在(zai)曲(qu)靖(jing)(jing)(jing)(jing)(jing)市經開區，15平方(fang)公里的(de)新能(neng)源(yuan)電(dian)池產(chan)(chan)業(ye)園蓬勃發展。隨著德方(fang)納(na)米(mi)、曲(qu)靖(jing)(jing)(jing)(jing)(jing)億(yi)緯鋰(li)能(neng)、云(yun)南梓靖(jing)(jing)(jing)(jing)(jing)銅箔(bo)、華祥(xiang)科技等企業(ye)在(zai)曲(qu)靖(jing)(jing)(jing)(jing)(jing)相繼投(tou)產(chan)(chan)，曲(qu)靖(jing)(jing)(jing)(jing)(jing)市新能(neng)源(yuan)電(dian)池產(chan)(chan)業(ye)集群初步(bu)形成(cheng)(cheng)。走(zou)進德方(fang)納(na)米(mi)繁忙(mang)有(you)序(xu)的(de)生(sheng)產(chan)(chan)線，一批批磷酸鐵(tie)鋰(li)電(dian)池正(zheng)極材料成(cheng)(cheng)品源(yuan)源(yuan)不(bu)斷產(chan)(chan)出。“基于云(yun)南豐富(fu)的(de)資(zi)(zi)源(yuan)和優越(yue)的(de)產(chan)(chan)業(ye)環境，我們追加了投(tou)資(zi)(zi)，建成(cheng)(cheng)集團最(zui)大(da)的(de)生(sheng)產(chan)(chan)基地。”曲(qu)靖(jing)(jing)(jing)(jing)(jing)市德方(fang)納(na)米(mi)科技有(you)限公司總經理(li)介紹，自2019年(nian)以來，德方(fang)納(na)米(mi)在(zai)曲(qu)靖(jing)(jing)(jing)(jing)(jing)的(de)投(tou)資(zi)(zi)持續加大(da)，已建成(cheng)(cheng)6期項目，累計投(tou)資(zi)(zi)額近200億(yi)元。如今，這里年(nian)產(chan)(chan)磷酸鹽系正(zheng)極材料34.5萬噸、補鋰(li)劑(ji)5000噸，產(chan)(chan)能(neng)規模不(bu)斷擴大(da)。
在昆明市安寧產(chan)(chan)(chan)業(ye)園(yuan)區，隨著一(yi)批批重(zhong)點項(xiang)(xiang)目(mu)(mu)落地(di)、投產(chan)(chan)(chan)，正(zheng)逐(zhu)步形成千(qian)億級的新(xin)能(neng)源(yuan)(yuan)電(dian)(dian)池產(chan)(chan)(chan)業(ye)集群。近(jin)年來，安寧產(chan)(chan)(chan)業(ye)園(yuan)區依(yi)托當(dang)地(di)豐富的磷礦和鋰資源(yuan)(yuan)，充分(fen)發揮(hui)磷系正(zheng)極(ji)材(cai)料(liao)“第一(yi)車間”及(ji)負極(ji)石墨化(hua)所需(xu)石油焦(jiao)就近(jin)供應的資源(yuan)(yuan)優(you)勢，吸引了湖南裕(yu)能(neng)、杉(shan)(shan)杉(shan)(shan)股份、華(hua)友鈷業(ye)等(deng)行(xing)業(ye)巨頭(tou)集聚。同時，云天(tian)化(hua)、云南祥豐等(deng)本土企(qi)(qi)業(ye)也紛紛投資跟(gen)進，形成了正(zheng)極(ji)、負極(ji)、電(dian)(dian)解液(ye)“串(chuan)珠成鏈”的完(wan)整產(chan)(chan)(chan)業(ye)鏈。尤其(qi)是(shi)云南杉(shan)(shan)杉(shan)(shan)新(xin)材(cai)料(liao)有限公司(si)作為園(yuan)區的代表(biao)性企(qi)(qi)業(ye)，其(qi)30萬噸電(dian)(dian)池負極(ji)材(cai)料(liao)一(yi)體(ti)化(hua)項(xiang)(xiang)目(mu)(mu)已于2024年順利投產(chan)(chan)(chan)，成為行(xing)業(ye)內單體(ti)規模最大的電(dian)(dian)池負極(ji)材(cai)料(liao)一(yi)體(ti)化(hua)基地(di)。目(mu)(mu)前，安寧產(chan)(chan)(chan)業(ye)園(yuan)區綠色新(xin)能(neng)源(yuan)(yuan)電(dian)(dian)池產(chan)(chan)(chan)業(ye)鏈項(xiang)(xiang)目(mu)(mu)已累計達20余(yu)個。
從3年前與國內4家知名企業(ye)(ye)簽訂新能源(yuan)電(dian)池全(quan)(quan)產(chan)(chan)業(ye)(ye)鏈項(xiang)(xiang)目合作協議，到(dao)(dao)今天建設全(quan)(quan)球(qiu)首(shou)條(tiao)5微(wei)米厚度隔膜生產(chan)(chan)線，玉溪(xi)新能源(yuan)電(dian)池產(chan)(chan)業(ye)(ye)在(zai)新能源(yuan)藍海中實(shi)(shi)現(xian)了從“0到(dao)(dao)1”、從“1到(dao)(dao)N”的突破。面對(dui)市場風云變幻、行(xing)業(ye)(ye)跌宕(dang)起伏(fu)，玉溪(xi)市持續加(jia)(jia)大精準招商力(li)度，增(zeng)強產(chan)(chan)業(ye)(ye)創新發(fa)展(zhan)動能，高效推動上下游(you)企業(ye)(ye)實(shi)(shi)現(xian)產(chan)(chan)業(ye)(ye)鏈對(dui)接，不斷釋(shi)放全(quan)(quan)產(chan)(chan)業(ye)(ye)鏈發(fa)展(zhan)效應，加(jia)(jia)快新能源(yuan)電(dian)池產(chan)(chan)業(ye)(ye)全(quan)(quan)鏈條(tiao)、矩陣(zhen)式、集(ji)群(qun)化發(fa)展(zhan)。截至2024年，全(quan)(quan)市9個新能源(yuan)電(dian)池產(chan)(chan)業(ye)(ye)項(xiang)(xiang)目累計完(wan)成投資52.98億(yi)元(yuan)，形成4萬噸負極(ji)(ji)材料(liao)和12萬噸正極(ji)(ji)材料(liao)產(chan)(chan)能，完(wan)成產(chan)(chan)值(zhi)54.49億(yi)元(yuan)，實(shi)(shi)現(xian)增(zeng)加(jia)(jia)值(zhi)13.72億(yi)元(yuan)。
“新(xin)能(neng)(neng)源(yuan)(yuan)(yuan)電池(chi)(chi)的(de)(de)(de)(de)快速發展、持續(xu)壯大(da)，得益于重大(da)項目(mu)牽引、優(you)勢企(qi)業(ye)梯隊壯大(da)和儲能(neng)(neng)行業(ye)助(zhu)力(li)。”省(sheng)工業(ye)和信(xin)息化廳裝(zhuang)備工業(ye)處處長介紹，云南杉杉、貝特(te)瑞、曲靖(jing)億緯鋰(li)能(neng)(neng)等項目(mu)陸(lu)續(xu)投(tou)產(chan)，帶動全(quan)省(sheng)新(xin)能(neng)(neng)源(yuan)(yuan)(yuan)電池(chi)(chi)產(chan)業(ye)鏈條不斷完(wan)善；國內(nei)新(xin)能(neng)(neng)源(yuan)(yuan)(yuan)電池(chi)(chi)正極(ji)(ji)材(cai)料(liao)市(shi)(shi)場份(fen)額第(di)(di)(di)一位的(de)(de)(de)(de)裕能(neng)(neng)、第(di)(di)(di)二位的(de)(de)(de)(de)德方(fang)納米，負極(ji)(ji)材(cai)料(liao)市(shi)(shi)場份(fen)額第(di)(di)(di)一位的(de)(de)(de)(de)貝特(te)瑞、第(di)(di)(di)二位的(de)(de)(de)(de)杉杉、第(di)(di)(di)八(ba)位的(de)(de)(de)(de)坤天、第(di)(di)(di)十位的(de)(de)(de)(de)中晟，全(quan)球(qiu)儲能(neng)(neng)電池(chi)(chi)出貨量第(di)(di)(di)二位的(de)(de)(de)(de)億緯鋰(li)能(neng)(neng)均已在云南建廠(chang)并投(tou)產(chan)，隔膜材(cai)料(liao)第(di)(di)(di)一位的(de)(de)(de)(de)恩捷即將投(tou)產(chan)，優(you)勢企(qi)業(ye)梯隊的(de)(de)(de)(de)壯大(da)，極(ji)(ji)大(da)提(ti)升了產(chan)業(ye)規模。今年(nian)以來，儲能(neng)(neng)市(shi)(shi)場火(huo)熱(re)，也給新(xin)能(neng)(neng)源(yuan)(yuan)(yuan)電池(chi)(chi)產(chan)業(ye)發展注入(ru)了強(qiang)勁動能(neng)(neng)。目(mu)前，儲能(neng)(neng)行業(ye)的(de)(de)(de)(de)龍頭企(qi)業(ye)致信(xin)、遠信(xin)、海博思創(chuang)等已落地云南，2024年(nian)全(quan)省(sheng)重點儲能(neng)(neng)生產(chan)企(qi)業(ye)產(chan)值占全(quan)部產(chan)值的(de)(de)(de)(de)14.6%。
今年以來(lai)，為(wei)支(zhi)持(chi)新能(neng)源(yuan)(yuan)電(dian)池(chi)企(qi)業(ye)(ye)(ye)(ye)做大做強，省(sheng)工(gong)(gong)業(ye)(ye)(ye)(ye)和信(xin)息(xi)(xi)化(hua)廳(ting)組(zu)織新能(neng)源(yuan)(yuan)電(dian)池(chi)企(qi)業(ye)(ye)(ye)(ye)參加制(zhi)(zhi)造工(gong)(gong)業(ye)(ye)(ye)(ye)產(chan)(chan)品供(gong)需對(dui)接(jie)活動，推動上下游加強對(dui)接(jie)，支(zhi)持(chi)企(qi)業(ye)(ye)(ye)(ye)拓(tuo)展(zhan)(zhan)市(shi)場；組(zu)織新能(neng)源(yuan)(yuan)電(dian)池(chi)企(qi)業(ye)(ye)(ye)(ye)參加云南省(sheng)“政銀企(qi)”融資服(fu)務(wu)(wu)(wu)(wu)對(dui)接(jie)活動，為(wei)企(qi)業(ye)(ye)(ye)(ye)爭(zheng)取信(xin)貸支(zhi)持(chi)，提供(gong)優質(zhi)金融服(fu)務(wu)(wu)(wu)(wu)。全(quan)省(sheng)還將新能(neng)源(yuan)(yuan)電(dian)池(chi)產(chan)(chan)業(ye)(ye)(ye)(ye)確(que)定為(wei)2025年省(sheng)級(ji)工(gong)(gong)信(xin)領域專項資金重(zhong)點支(zhi)持(chi)的(de)5類重(zhong)點產(chan)(chan)業(ye)(ye)(ye)(ye)之一，持(chi)續(xu)加大支(zhi)持(chi)力度(du)。聚(ju)焦精準服(fu)務(wu)(wu)(wu)(wu)產(chan)(chan)業(ye)(ye)(ye)(ye)發(fa)展(zhan)(zhan)，省(sheng)工(gong)(gong)業(ye)(ye)(ye)(ye)和信(xin)息(xi)(xi)化(hua)廳(ting)建(jian)(jian)立(li)廳(ting)級(ji)領導包保(bao)服(fu)務(wu)(wu)(wu)(wu)重(zhong)點企(qi)業(ye)(ye)(ye)(ye)機制(zhi)(zhi)，與州（市(shi)）深度(du)捆綁，組(zu)建(jian)(jian)重(zhong)點企(qi)業(ye)(ye)(ye)(ye)包保(bao)服(fu)務(wu)(wu)(wu)(wu)工(gong)(gong)作(zuo)組(zu)，直插(cha)重(zhong)點企(qi)業(ye)(ye)(ye)(ye)上門服(fu)務(wu)(wu)(wu)(wu)，協調(diao)(diao)解決企(qi)業(ye)(ye)(ye)(ye)生(sheng)產(chan)(chan)經營中的(de)困難問題(ti)。同時，用好三級(ji)聯動的(de)工(gong)(gong)業(ye)(ye)(ye)(ye)經濟運(yun)行(xing)專班，強化(hua)工(gong)(gong)業(ye)(ye)(ye)(ye)投資項目協調(diao)(diao)服(fu)務(wu)(wu)(wu)(wu)，分(fen)級(ji)分(fen)類協調(diao)(diao)解決項目建(jian)(jian)設(she)中的(de)要素保(bao)障問題(ti)，合力推進落實(shi)行(xing)業(ye)(ye)(ye)(ye)穩增(zeng)長(chang)工(gong)(gong)作(zuo)。全(quan)省(sheng)工(gong)(gong)信(xin)系統還建(jian)(jian)立(li)行(xing)業(ye)(ye)(ye)(ye)“存(cun)量(liang)、增(zeng)量(liang)、減(jian)量(liang)、變量(liang)”4個企(qi)業(ye)(ye)(ye)(ye)清單和“新開工(gong)(gong)、在(zai)建(jian)(jian)、停(ting)建(jian)(jian)、緩(huan)建(jian)(jian)”4個項目清單，省(sheng)、州（市(shi)）分(fen)層分(fen)級(ji)明確(que)任務(wu)(wu)(wu)(wu)分(fen)工(gong)(gong)，深入企(qi)業(ye)(ye)(ye)(ye)生(sheng)產(chan)(chan)和項目建(jian)(jian)設(she)一線，精準開展(zhan)(zhan)服(fu)務(wu)(wu)(wu)(wu)，推動存(cun)量(liang)多增(zeng)長(chang)、增(zeng)量(liang)再增(zeng)加、減(jian)量(liang)有(you)減(jian)少、變量(liang)變增(zeng)量(liang)。