-- 据《日经亚洲》周二报道,日本化学公司日本触媒株式会社(Nippon Shokubai,TYO:4114)计划大幅提升其在中国的产能,用于生产一种能够延长电动汽车和储能系统锂离子电池寿命的电解液。 报道称,日本触媒株式会社持有38%股份的中国子公司将扩建其位于湖南省的工厂,计划在2027财年将年产量从2400吨提升至12400吨,而日本母公司无需追加投资。 该电解液名为LiFSI,与传统的LiPF6电解液相比,可将电池寿命延长1.6倍,缩短充电时间,并提升低温性能。不过,由于其目前成本较高,需要进行大规模生产才能降低成本。 报告指出,随着可再生能源的扩张,中国电解液的需求正在发生转变,储能电池的销售额占比已从之前的约20%上升至目前的30-40%,同时中国本土生产商的市场份额也在不断扩大。 报告还补充道,尽管美国电动汽车需求放缓导致北美工厂的建设延期,但日本触媒株式会社仍致力于电池材料领域,目标是到2030年将总产能提升十倍,而中国市场的扩张是关键一步。 (市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源,但可能包含传闻和推测。准确性无法保证。)
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