每經(jing)AI快訊，有投資(zi)者在(zai)投資(zi)者互動(dong)平臺(tai)提問：尊敬(jing)的(de)(de)董秘您好，貴公(gong)司最新公(gong)告(gao)擬(ni)在(zai)印尼投資(zi)59億年產(chan)10萬噸鋰電(dian)銅(tong)箔(bo)(bo)項目(mu)嗎，作為中小(xiao)股東相信(xin)公(gong)司是(shi)通過嚴謹的(de)(de)可行性調研的(de)(de)。但新能(neng)源車(che)是(shi)無論國(guo)內或國(guo)際都屬于比較熱門的(de)(de)賽道，在(zai)北美(mei)和(he)歐洲市場上出現近年國(guo)內的(de)(de)鋰電(dian)銅(tong)箔(bo)(bo)產(chan)能(neng)急劇擴張局面的(de)(de)概率有多(duo)大？海亮是(shi)受國(guo)內鋰電(dian)池頭(tou)部企業(ye)的(de)(de)邀請一同(tong)出海構建鋰電(dian)池產(chan)業(ye)鏈的(de)(de)嗎？那么相關企業(ye)是(shi)否承諾大致(zhi)的(de)(de)訂單量？ 另外(wai)，截(jie)至2022年末，國(guo)內鋰電(dian)銅(tong)箔(bo)(bo)在(zai)產(chan)產(chan)能(neng)為多(duo)少？

海(hai)(hai)(hai)亮(liang)股份（002203.SZ）3月5日(ri)(ri)在(zai)投資(zi)者互動(dong)平臺表示(shi)，公(gong)(gong)司(si)(si)全(quan)資(zi)子公(gong)(gong)司(si)(si)甘(gan)肅海(hai)(hai)(hai)亮(liang)新能(neng)源材料(liao)(liao)有限公(gong)(gong)司(si)(si)年(nian)(nian)(nian)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)15萬(wan)(wan)噸高(gao)性(xing)能(neng)銅(tong)箔(bo)材料(liao)(liao)項目(mu)于(yu)(yu)2021年(nian)(nian)(nian)12月開工建(jian)(jian)設，2022年(nian)(nian)(nian)9月項目(mu)一(yi)(yi)期(qi)(qi)一(yi)(yi)步1.25萬(wan)(wan)噸投產(chan)(chan)(chan)(chan)(chan)(chan)(chan)，項目(mu)一(yi)(yi)期(qi)(qi)5萬(wan)(wan)噸高(gao)性(xing)能(neng)鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)將(jiang)于(yu)(yu)2023年(nian)(nian)(nian)一(yi)(yi)季度全(quan)部投產(chan)(chan)(chan)(chan)(chan)(chan)(chan)。 目(mu)前，歐(ou)美(mei)電(dian)(dian)(dian)(dian)池產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)規(gui)劃(hua)宏大(da)，根據Battery News.DE的(de)(de)統計(ji)，歐(ou)美(mei)電(dian)(dian)(dian)(dian)池規(gui)劃(hua)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)約3TWh，但歐(ou)美(mei)本(ben)地(di)(di)(di)(di)鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)較為稀缺。國(guo)(guo)(guo)外競爭對(dui)手(shou)日(ri)(ri)進、SK Nexilis、索(suo)路思、三井金屬等(deng)日(ri)(ri)韓銅(tong)箔(bo)企業(ye)(ye)在(zai)積極(ji)壯大(da)其(qi)(qi)鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)業(ye)(ye)務，配(pei)套本(ben)國(guo)(guo)(guo)電(dian)(dian)(dian)(dian)池企業(ye)(ye)，并(bing)開始在(zai)東南亞、歐(ou)美(mei)興建(jian)(jian)銅(tong)箔(bo)工廠，匹配(pei)本(ben)國(guo)(guo)(guo)電(dian)(dian)(dian)(dian)池企業(ye)(ye)在(zai)歐(ou)美(mei)的(de)(de)新擴產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)。但日(ri)(ri)韓企業(ye)(ye)整(zheng)體產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)規(gui)模和(he)(he)擴產(chan)(chan)(chan)(chan)(chan)(chan)(chan)節奏(zou)仍與下游鋰(li)電(dian)(dian)(dian)(dian)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)銅(tong)箔(bo)需求有較大(da)差距。 近(jin)(jin)段時間，中(zhong)國(guo)(guo)(guo)動(dong)力(li)(li)電(dian)(dian)(dian)(dian)池頭部企業(ye)(ye)為貼近(jin)(jin)市場(chang)，規(gui)避貿易壁壘風(feng)險，降低(di)關(guan)稅和(he)(he)運輸成(cheng)(cheng)本(ben)，尋(xun)求享受(shou)歐(ou)美(mei)動(dong)力(li)(li)電(dian)(dian)(dian)(dian)池本(ben)土化(hua)政(zheng)策紅利(li)，積極(ji)尋(xun)找海(hai)(hai)(hai)外生產(chan)(chan)(chan)(chan)(chan)(chan)(chan)基(ji)(ji)地(di)(di)(di)(di)，并(bing)構(gou)建(jian)(jian)全(quan)球供(gong)應鏈，急(ji)迫需要國(guo)(guo)(guo)內銅(tong)箔(bo)等(deng)供(gong)應商一(yi)(yi)并(bing)前往海(hai)(hai)(hai)外建(jian)(jian)設生產(chan)(chan)(chan)(chan)(chan)(chan)(chan)基(ji)(ji)地(di)(di)(di)(di)。國(guo)(guo)(guo)內動(dong)力(li)(li)電(dian)(dian)(dian)(dian)池行業(ye)(ye)頭部十(shi)分看重(zhong)公(gong)(gong)司(si)(si)國(guo)(guo)(guo)際化(hua)經營能(neng)力(li)(li)和(he)(he)發展銅(tong)箔(bo)戰略定力(li)(li)，積極(ji)邀請海(hai)(hai)(hai)亮(liang)成(cheng)(cheng)為其(qi)(qi)海(hai)(hai)(hai)外銅(tong)箔(bo)供(gong)應商。 公(gong)(gong)司(si)(si)已通過(guo)多家動(dong)力(li)(li)電(dian)(dian)(dian)(dian)池裝機(ji)量(liang)前十(shi)大(da)鋰(li)電(dian)(dian)(dian)(dian)池企業(ye)(ye)的(de)(de)驗廠認(ren)證，國(guo)(guo)(guo)內蘭州基(ji)(ji)地(di)(di)(di)(di)已批量(liang)出貨。隨著國(guo)(guo)(guo)內基(ji)(ji)地(di)(di)(di)(di)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)的(de)(de)進一(yi)(yi)步釋放和(he)(he)境(jing)(jing)外基(ji)(ji)地(di)(di)(di)(di)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)的(de)(de)投建(jian)(jian)，公(gong)(gong)司(si)(si)將(jiang)形成(cheng)(cheng)境(jing)(jing)內外雙大(da)基(ji)(ji)地(di)(di)(di)(di)、雙市場(chang)的(de)(de)內外雙循環。 根據中(zhong)國(guo)(guo)(guo)電(dian)(dian)(dian)(dian)子材料(liao)(liao)行業(ye)(ye)協會電(dian)(dian)(dian)(dian)子銅(tong)箔(bo)分會統計(ji)，2021年(nian)(nian)(nian)國(guo)(guo)(guo)內鋰(li)電(dian)(dian)(dian)(dian)銅(tong)箔(bo)產(chan)(chan)(chan)(chan)(chan)(chan)(chan)能(neng)29.3萬(wan)(wan)噸。

(記者 王曉波)

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