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蔚蓝锂芯(002245.SZ):拟建设高效新型锂离子电池产业化项目 总投资50亿元
格隆汇 03-05 19:37

格隆汇 3 月 5日丨蔚蓝锂芯(002245.SZ)公布,公司于2021年3月4日召开的第五届董事会第十七次会议审议通过了《关于天鹏锂能产业化项目投资的议案》,同意在淮安清河经济开发区进行天鹏锂能产业化项目投资,建设高效新型锂离子电池产业化项目,项目拟总投资50亿元,新建40亿AH圆柱锂电池产业化项目。项目计划分两期建设,其中首期投资23.50亿元。项目由公司或控股子公司新设立淮安天鹏锂能有限公司(暂定名,最终以工商登记为准)实施。同意与淮安市清江浦区人民政府及江苏淮安清河经济开发区管理委员会签署的《清江浦区天鹏锂能产业化项目投资协议》,授权公司管理层办理具体投资事项,包括但不限于协议签署、公司设立、投资实施等事项。

随着国内电芯厂在高倍率电池领域与国际锂电池厂家的差距逐步缩小,在性能、规模、成本等综合优势加持下,国际电动工具巨头对于电芯供应链的选择已经明显转向中国,锂电池国产替代进程明显加速,国内锂电池头部制造企业产能持续紧张。

鉴于三元圆柱动力锂电池业务已经成为支撑公司持续快速成长的最主要业务,公司此次项目建设,有利于公司解决一直面临的锂电池产能瓶颈,扩大锂电池产能规模,进一步巩固公司在动力工具锂电池领域的细分行业龙头地位;同时,在新建产能支撑下,公司将突破现有动力工具领域,积极面向新应用行业研发与市场拓展,向更大的市场领域迈进,逐步实现公司从动力工具细分行业→高效动力应用领域→高性能圆柱动力电池行业领先企业的战略突破,支撑未来公司锂电池业务的持续快速发展。

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