行業動(dong)態hyjj
新(xin)能(neng)源(yuan)電池(chi)產(chan)業作為“綠電+先進制造(zao)”的(de)優質(zhi)賽道，是云南省(sheng)近(jin)3年(nian)來增(zeng)速(su)最快的(de)產(chan)業之一，工業增(zeng)加值增(zeng)速(su)均保(bao)持在20%以(yi)上(shang)。依托良好的(de)資源(yuan)稟賦和產(chan)業基礎(chu)，全省(sheng)新(xin)能(neng)源(yuan)電池(chi)產(chan)業今年(nian)1至2月持續走高，工業總產(chan)值同(tong)比增(zeng)長45.1%，工業增(zeng)加值同(tong)比增(zeng)長79.2%，發展勢頭強(qiang)勁，彰顯了中國新(xin)能(neng)源(yuan)電池(chi)產(chan)業重要基地的(de)影響力。
在曲(qu)(qu)靖(jing)市經開區(qu)，15平(ping)方(fang)(fang)公里(li)的(de)(de)新能(neng)源(yuan)電池(chi)產業(ye)園蓬勃發展。隨著德方(fang)(fang)納米、曲(qu)(qu)靖(jing)億緯(wei)鋰(li)能(neng)、云(yun)南(nan)梓靖(jing)銅箔、華祥(xiang)科(ke)技等企業(ye)在曲(qu)(qu)靖(jing)相繼投產，曲(qu)(qu)靖(jing)市新能(neng)源(yuan)電池(chi)產業(ye)集群初步形成(cheng)。走進(jin)德方(fang)(fang)納米繁忙(mang)有序的(de)(de)生產線，一批(pi)批(pi)磷(lin)酸鐵鋰(li)電池(chi)正(zheng)極(ji)(ji)材(cai)料成(cheng)品源(yuan)源(yuan)不斷產出。“基(ji)于云(yun)南(nan)豐(feng)富的(de)(de)資(zi)(zi)源(yuan)和優(you)越的(de)(de)產業(ye)環境，我們追加了投資(zi)(zi)，建(jian)(jian)成(cheng)集團最大(da)的(de)(de)生產基(ji)地。”曲(qu)(qu)靖(jing)市德方(fang)(fang)納米科(ke)技有限公司總經理介紹，自2019年以來(lai)，德方(fang)(fang)納米在曲(qu)(qu)靖(jing)的(de)(de)投資(zi)(zi)持續加大(da)，已建(jian)(jian)成(cheng)6期項目，累計(ji)投資(zi)(zi)額(e)近200億元(yuan)。如今，這(zhe)里(li)年產磷(lin)酸鹽系正(zheng)極(ji)(ji)材(cai)料34.5萬噸、補鋰(li)劑5000噸，產能(neng)規(gui)模(mo)不斷擴大(da)。
在昆明(ming)市(shi)安寧(ning)產(chan)(chan)(chan)(chan)業(ye)(ye)園區(qu)，隨著一批批重點(dian)項目落地、投產(chan)(chan)(chan)(chan)，正(zheng)(zheng)逐步形成千億級的(de)新能源電(dian)池產(chan)(chan)(chan)(chan)業(ye)(ye)集(ji)群。近年來，安寧(ning)產(chan)(chan)(chan)(chan)業(ye)(ye)園區(qu)依托當(dang)地豐(feng)富的(de)磷(lin)礦和鋰資源，充(chong)分發揮磷(lin)系正(zheng)(zheng)極(ji)材(cai)(cai)(cai)料“第(di)一車間”及負(fu)極(ji)石墨化所需石油焦就近供應的(de)資源優勢，吸(xi)引了湖南(nan)裕能、杉杉股份、華友鈷業(ye)(ye)等行業(ye)(ye)巨頭集(ji)聚。同時，云天化、云南(nan)祥豐(feng)等本土企業(ye)(ye)也(ye)紛(fen)紛(fen)投資跟進，形成了正(zheng)(zheng)極(ji)、負(fu)極(ji)、電(dian)解液(ye)“串珠成鏈(lian)(lian)”的(de)完整產(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)。尤其是云南(nan)杉杉新材(cai)(cai)(cai)料有限公司作為園區(qu)的(de)代表性企業(ye)(ye)，其30萬噸電(dian)池負(fu)極(ji)材(cai)(cai)(cai)料一體化項目已于2024年順利(li)投產(chan)(chan)(chan)(chan)，成為行業(ye)(ye)內單體規模最大的(de)電(dian)池負(fu)極(ji)材(cai)(cai)(cai)料一體化基地。目前，安寧(ning)產(chan)(chan)(chan)(chan)業(ye)(ye)園區(qu)綠色新能源電(dian)池產(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)項目已累(lei)計達20余個(ge)。
從3年前與國內4家(jia)知名企(qi)(qi)業(ye)(ye)(ye)簽訂(ding)新(xin)能(neng)源(yuan)電池全(quan)(quan)產(chan)(chan)業(ye)(ye)(ye)鏈(lian)(lian)(lian)項(xiang)目(mu)合作協議，到今天建設全(quan)(quan)球(qiu)首(shou)條(tiao)5微米(mi)厚度隔(ge)膜生(sheng)產(chan)(chan)線，玉溪新(xin)能(neng)源(yuan)電池產(chan)(chan)業(ye)(ye)(ye)在新(xin)能(neng)源(yuan)藍海中實現了從“0到1”、從“1到N”的突破。面對市場風云變幻、行業(ye)(ye)(ye)跌(die)宕起伏，玉溪市持續加大精準招(zhao)商力度，增強產(chan)(chan)業(ye)(ye)(ye)創新(xin)發(fa)展(zhan)動能(neng)，高效推動上下(xia)游企(qi)(qi)業(ye)(ye)(ye)實現產(chan)(chan)業(ye)(ye)(ye)鏈(lian)(lian)(lian)對接(jie)，不斷釋放全(quan)(quan)產(chan)(chan)業(ye)(ye)(ye)鏈(lian)(lian)(lian)發(fa)展(zhan)效應，加快新(xin)能(neng)源(yuan)電池產(chan)(chan)業(ye)(ye)(ye)全(quan)(quan)鏈(lian)(lian)(lian)條(tiao)、矩陣式、集群化發(fa)展(zhan)。截至2024年，全(quan)(quan)市9個新(xin)能(neng)源(yuan)電池產(chan)(chan)業(ye)(ye)(ye)項(xiang)目(mu)累計完(wan)成(cheng)投資52.98億元(yuan)，形成(cheng)4萬(wan)噸負極(ji)材料和(he)12萬(wan)噸正極(ji)材料產(chan)(chan)能(neng)，完(wan)成(cheng)產(chan)(chan)值(zhi)54.49億元(yuan)，實現增加值(zhi)13.72億元(yuan)。
“新(xin)能(neng)(neng)源(yuan)(yuan)電(dian)池(chi)(chi)(chi)(chi)的(de)(de)快速(su)發展、持續(xu)壯(zhuang)大(da)(da)，得(de)益于重(zhong)(zhong)大(da)(da)項(xiang)目牽引、優勢企(qi)業(ye)(ye)(ye)(ye)梯(ti)隊壯(zhuang)大(da)(da)和儲(chu)(chu)能(neng)(neng)行(xing)業(ye)(ye)(ye)(ye)助力(li)。”省工(gong)業(ye)(ye)(ye)(ye)和信(xin)息化廳裝備工(gong)業(ye)(ye)(ye)(ye)處處長介紹，云(yun)南(nan)杉杉、貝(bei)特瑞(rui)、曲靖億緯(wei)鋰能(neng)(neng)等項(xiang)目陸續(xu)投產(chan)，帶動全省新(xin)能(neng)(neng)源(yuan)(yuan)電(dian)池(chi)(chi)(chi)(chi)產(chan)業(ye)(ye)(ye)(ye)鏈條不斷完善；國內新(xin)能(neng)(neng)源(yuan)(yuan)電(dian)池(chi)(chi)(chi)(chi)正(zheng)極材料(liao)市場份(fen)(fen)額(e)第(di)(di)(di)一位(wei)(wei)的(de)(de)裕能(neng)(neng)、第(di)(di)(di)二位(wei)(wei)的(de)(de)德方納米，負極材料(liao)市場份(fen)(fen)額(e)第(di)(di)(di)一位(wei)(wei)的(de)(de)貝(bei)特瑞(rui)、第(di)(di)(di)二位(wei)(wei)的(de)(de)杉杉、第(di)(di)(di)八(ba)位(wei)(wei)的(de)(de)坤天、第(di)(di)(di)十位(wei)(wei)的(de)(de)中晟，全球儲(chu)(chu)能(neng)(neng)電(dian)池(chi)(chi)(chi)(chi)出貨量第(di)(di)(di)二位(wei)(wei)的(de)(de)億緯(wei)鋰能(neng)(neng)均已在(zai)云(yun)南(nan)建廠并投產(chan)，隔膜材料(liao)第(di)(di)(di)一位(wei)(wei)的(de)(de)恩捷即將投產(chan)，優勢企(qi)業(ye)(ye)(ye)(ye)梯(ti)隊的(de)(de)壯(zhuang)大(da)(da)，極大(da)(da)提升了產(chan)業(ye)(ye)(ye)(ye)規模。今年以來，儲(chu)(chu)能(neng)(neng)市場火(huo)熱，也給新(xin)能(neng)(neng)源(yuan)(yuan)電(dian)池(chi)(chi)(chi)(chi)產(chan)業(ye)(ye)(ye)(ye)發展注入了強勁動能(neng)(neng)。目前，儲(chu)(chu)能(neng)(neng)行(xing)業(ye)(ye)(ye)(ye)的(de)(de)龍頭企(qi)業(ye)(ye)(ye)(ye)致信(xin)、遠信(xin)、海博思創(chuang)等已落地云(yun)南(nan)，2024年全省重(zhong)(zhong)點儲(chu)(chu)能(neng)(neng)生(sheng)產(chan)企(qi)業(ye)(ye)(ye)(ye)產(chan)值占(zhan)全部產(chan)值的(de)(de)14.6%。
今(jin)年(nian)以來，為(wei)支(zhi)持(chi)新能(neng)源電池企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)做大做強，省(sheng)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)和(he)信(xin)(xin)(xin)息(xi)化廳組織新能(neng)源電池企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)參(can)加(jia)(jia)(jia)制造工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)產(chan)(chan)品供需對接(jie)活動(dong)，推動(dong)上(shang)下(xia)游加(jia)(jia)(jia)強對接(jie)，支(zhi)持(chi)企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)拓展(zhan)(zhan)市(shi)場；組織新能(neng)源電池企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)參(can)加(jia)(jia)(jia)云南省(sheng)“政銀企(qi)(qi)”融資服務(wu)(wu)(wu)(wu)對接(jie)活動(dong)，為(wei)企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)爭(zheng)取信(xin)(xin)(xin)貸支(zhi)持(chi)，提供優(you)質金(jin)融服務(wu)(wu)(wu)(wu)。全省(sheng)還將新能(neng)源電池產(chan)(chan)業(ye)(ye)(ye)(ye)(ye)確(que)定為(wei)2025年(nian)省(sheng)級(ji)(ji)工(gong)(gong)信(xin)(xin)(xin)領(ling)域專項(xiang)(xiang)資金(jin)重(zhong)點(dian)(dian)支(zhi)持(chi)的(de)5類(lei)重(zhong)點(dian)(dian)產(chan)(chan)業(ye)(ye)(ye)(ye)(ye)之(zhi)一，持(chi)續加(jia)(jia)(jia)大支(zhi)持(chi)力度。聚焦精準(zhun)(zhun)服務(wu)(wu)(wu)(wu)產(chan)(chan)業(ye)(ye)(ye)(ye)(ye)發展(zhan)(zhan)，省(sheng)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)和(he)信(xin)(xin)(xin)息(xi)化廳建(jian)(jian)立廳級(ji)(ji)領(ling)導包保服務(wu)(wu)(wu)(wu)重(zhong)點(dian)(dian)企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)機制，與(yu)州(zhou)（市(shi)）深度捆綁，組建(jian)(jian)重(zhong)點(dian)(dian)企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)包保服務(wu)(wu)(wu)(wu)工(gong)(gong)作組，直插重(zhong)點(dian)(dian)企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)上(shang)門服務(wu)(wu)(wu)(wu)，協(xie)調(diao)解決(jue)企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)生產(chan)(chan)經(jing)(jing)營(ying)中的(de)困(kun)難問(wen)題(ti)。同時(shi)，用好三(san)級(ji)(ji)聯動(dong)的(de)工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)經(jing)(jing)濟運行(xing)專班，強化工(gong)(gong)業(ye)(ye)(ye)(ye)(ye)投資項(xiang)(xiang)目(mu)(mu)協(xie)調(diao)服務(wu)(wu)(wu)(wu)，分級(ji)(ji)分類(lei)協(xie)調(diao)解決(jue)項(xiang)(xiang)目(mu)(mu)建(jian)(jian)設中的(de)要素保障問(wen)題(ti)，合力推進落實行(xing)業(ye)(ye)(ye)(ye)(ye)穩(wen)增(zeng)長(chang)工(gong)(gong)作。全省(sheng)工(gong)(gong)信(xin)(xin)(xin)系(xi)統(tong)還建(jian)(jian)立行(xing)業(ye)(ye)(ye)(ye)(ye)“存量(liang)、增(zeng)量(liang)、減(jian)(jian)量(liang)、變(bian)(bian)量(liang)”4個(ge)企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)清單(dan)和(he)“新開(kai)工(gong)(gong)、在建(jian)(jian)、停(ting)建(jian)(jian)、緩建(jian)(jian)”4個(ge)項(xiang)(xiang)目(mu)(mu)清單(dan)，省(sheng)、州(zhou)（市(shi)）分層(ceng)分級(ji)(ji)明確(que)任務(wu)(wu)(wu)(wu)分工(gong)(gong)，深入企(qi)(qi)業(ye)(ye)(ye)(ye)(ye)生產(chan)(chan)和(he)項(xiang)(xiang)目(mu)(mu)建(jian)(jian)設一線，精準(zhun)(zhun)開(kai)展(zhan)(zhan)服務(wu)(wu)(wu)(wu)，推動(dong)存量(liang)多增(zeng)長(chang)、增(zeng)量(liang)再增(zeng)加(jia)(jia)(jia)、減(jian)(jian)量(liang)有減(jian)(jian)少、變(bian)(bian)量(liang)變(bian)(bian)增(zeng)量(liang)。