碳中和背景下电池镍行业发展趋势及应对措施
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中国恩菲工程技术有限公司, 北京 100038

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吴琦(1975—),女,汉族,湖南浏阳人,硕士,高级政工师、高级经济师,从事行业经济分析、审计、巡视巡察、党建、纪检等方面的工作。

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F416.32

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Development trend and countermeasures of battery nickel industry in the background of carbon neutrality
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    摘要:

    为应对全球气候变化,推动碳中和成为全球共识,发展新能源汽车产业成为重要的技术路径和战略选择。我国作为全球动力电池生产大国,产业链相关企业纷纷布局电池材料以保障动力电池原料供应,其中,金属镍作为动力电池的主要原料,从资源开发到冶炼加工、材料生产的技术发展方向及行业发展趋势都备受关注。本文结合我国实现“碳中和”目标过程中的动力电池发展政策环境,对采用不同工艺处理红土镍矿生产电池镍产品进行了碳排放强度计算和分析,并进一步分析了未来电池镍行业的发展趋势,为行业发展,尤其是企业进行前沿布局提出应对措施,以期为相关企业及其他企业决策层更好地从全局了解产业链的发展趋势提供借鉴和参考。

    Abstract:

    In order to tackle the global climate change and promote the carbon neutrality to be a global consensus, the development of new energy vehicle (NEV) industry has become an important technical path and strategy choice. As a major power battery producer in the world, enterprises related to the industrial chain in China have restructured their layouts in the raw materials field to ensure the supply of raw materials for power battery. In which, nickel, as the main raw materials of power battery, has attracted so much attention in the technical and industry development trend diverting from the resource development to smelting and processing, as well as raw material production. Combined with the development policy of power battery in the process of realizing the goal of “carbon neutrality”, this paper calculates and analyzes the carbon emission intensity of battery nickel products produced by treating laterite nickel ore with different processes, further analyzes the development trend of battery nickel industry in the future, and puts forward countermeasures for the industry development, especially the cutting-edge layout of enterprises, so as to provide reference for relevant enterprises and decision-makers to better understand the development trend of the industrial chain from the overall situation.

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吴琦, 马文军. 碳中和背景下电池镍行业发展趋势及应对措施[J]. 中国有色冶金, 2021,50(5):7-11.

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  • 收稿日期:2021-06-23
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  • 在线发布日期: 2025-12-24
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