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韩铜箔制造商成香饽饽 三星电子和SK集团锂电两巨头加入股权争夺
发布时间:2020-04-17 14:45:56
关键词:锂电铜箔锂电池

据韩媒报道,韩国的斗山集团近日提议,将***电池铜箔制造商Doosan Solus高达61%股份以筹集资金。另有消息称,三星电子和SK集团已加入Doosan Solus收购案的角逐。


JULEJIE,Doosan SolusSHENGCHANLIANGZHONGGUANJIANCHANPIN,BAOKUOYOUJIFAGUANGERJIGUAN(OLEDs)YIJIYONGYUDIANDONGCHEDIANCHIDETONGBO。


BOYUEBO,YUEYOUJINGZHENGLI。Doosan SolusSHENGCHAN6WEIMIDETONGBO,ZHIYOUSHAOSHUGONGSICAINENGSHENGCHAN。CIWAI,GONGSIZAIXIONGYALISHEYOUGONGCHANG,ZHEISHIQUANQIUQICHEGONGYELINGXIANDESHENGCHANJIDIZHIYI。Doosan SolusSHIOUZHOUWEIYIYIJIASHENGCHANTONGBODEGONGSI。ZHEIXIEDAGONGSIXIANGXINDoosan SolusNENGGOUYUTAMENDEDIANCHIYEWUCHANSHENGXIETONGXIAOYING。


6μm锂电铜箔或成市场主流   


TONGBOSHILILIZIDIANCHIFUJIJILIUTIDEHEXINCAILIAO,ERLIDIANCHIDESHENGCHANGONGYI、CHENGBENHEZUIZHONGCHANPINDEXINGNENGDOUHETONGBODEKANGLAQIANGDU、SHENZHANGLV、BIAOMIANCUZAODU、HOUDUJUNYUNXINGJIWAIGUANZHILIANGDENGYINSUYOUZHEMIQIEDEGUANXI。JIANQINGTONGBOZHILIANGYIFANGMIANNENGYOUXIAOJIANSHAOYUANCAILIAOCHENGBEN,LINGYIFANGMIANSHIYONGGENGQINGDETONGBONENGYOUXIAOJIANSHAODANTIDIANCHIZHILIANG,CONGERTIGAODIANCHINENGLIANGMIDU。


华创证券预计2025年全球锂电池产量将达到接近1000GWh,锂电池产量快速增长拉动铜箔需求,预计2020年全球锂电铜箔将达21.7万吨。高能量密度为动力电池发展趋势,而降低铜箔厚度能够在电芯体积不变的情况下增大浆料涂覆量,进而提升电芯的整体能量密度。目前锂电铜箔以8μm为主,6μm铜箔渗透率正快速提升。


DUIDONGLIDIANCHIERYAN,YIFANGMIAN,6μmLIDIANTONGBOJIAO8μmJUYOUGENGGAONENGLIANGMIDU、GENGLIANGHAODEWULIXINGNENGHEGENGWENDINGDEHUAXUEXINGNENG;LINGYIFANGMIAN,YEGENGNENGMANZUTOUBUDIANCHICHANGSHANGXUNQIUCHAYIHUAJINGZHENGLIDESUQIU。DANGQIANNINGDESHIDAI、BIYADIDENGDIANCHIDACHANGCHANXIANYIZUOHAOLEDIAOZHENGYUPIPEI,XINGYEZHENGQUANYUJIJINNIAN6μmYOUWANGTIDAI8μmCHENGWEIXINYIDAILIDIANTONGBODEZHULIU。


GUOJINZHENGQUANRENWEI,XINNENGYUANQICHEXUQIUZHANGQIZENGZHANGLUOJIWENGU,YIDANYIQINGJIESHU,YUJIGAODUANLIDIANTONGBOCHANNENGJIANGCHUXIANYIDINGQUEKOU,6μmLIDIANTONGBOYOUWANGFUZHI2016NIANLIANGJIAQISHENGJUMIAN,ZAICISHIFANGQIYEYEJIDANXING。CONGZHANGQILAIKAN,ZUOWEIXINNENGYUANQICHEDONGLIDIANCHIHEXINBUJIANDEGAODUANLIDIANTONGBOGONGXUGEJUHAO,YOUQISHI6μmTONGBOQIYEJUBEILIANGHAODEZHONGZHANGQIPEIZHIJIAZHI。


锂电铜箔高端产能供应持续偏紧   


MUQIAN,LIDIANTONGBOSUICUNZAIJIEGOUXINGCHANNENGGUOSHENGDEQINGKUANG,DANDALIANGCHANNENGJIZHONGYUZHONGDIDUANCHANPIN,GAODUANCHANNENGCUNZAIGONGYINGCHIXUPIANJINSHENZHIBUZUDEJUMIAN。GUONEI6μmJIYIXIAGAODUANLIDIANTONGBOCHANNENGYUEWEI5.3WANDUN,YUJI2020NIANXINZENGYOUXIAOCHANNENGBUCHAOGUO1.1WANDUN,ERZAIDONGLILIDIANCHIXUQIUZENGZHANG40%,6μmLIDIANTONGBOXINGYESHENTOULVDADAO60%SHI,6μmLIDIANTONGBOXUQIUDADAO5.8WANDUN,GONGXUGEJUZHENGTIJINZHANG。


GUONEINENGGOUPILIANGHUASHENGCHAN6μmJIYIXIALIDIANTONGBODEQIYESHIFENYOUXIAN,ZHUYAOJIZHONGYUNUODEGUFEN、JIAYUANKEJI、LINGBAOHUAXIN、HUAWEITONGBOJICHAOHUAKEJIDENGXINGYELONGTOUQIYE。LIDIANTONGBOXINGYEJUYOUJIAOQIANGDESHEBEIBILEI、RENZHENGBILEIYUJISHUGONGYIBILEI(LIANGPINLV),XINJINRUZHEDUANQIJINRUJIAONAN。6μmLIDIANTONGBODETOUCHANZHOUQIJIAOZHANG,DAOZHIJIBOLIDIANTONGBOCHANNENGWUFAZAIDUANQINEIXUNSUKUOZHANG,YINCIZHONGZHANGQILAIKAN,6μmTONGBOXINZENGCHANNENGRENGJIZHONGYUXINGYELONGTOUQIYE。


嘉元科技:公司是国内高端铜箔优质供应商,与宁德时代、ATL、比亚迪等知名电池厂商建立了长期合作关系,并成为其锂电铜箔的核心供应商。公司拥有1.65万吨产能,2020年将新增5000吨高端锂电铜箔产能,2019年6μm锂电铜箔产品占比高达60%,销量大幅增长363%,快速放量提升整体毛利率。


诺德股份:公司是锂电铜箔龙头,是国内最早批量化生产6μm及4.5μm轻薄化铜箔的企业。产能4.3万吨,铜箔占营业收入的84%,毛利润占比70%。国内动力电池锂电铜箔领域市场占有率35%,连续七年蝉联第一。与宁德时代、比亚迪、LG化学等电池厂商建立稳定合作关系。


稿件来源: 科创板日报
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