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市場傳聞:日本觸媒集團計畫在2027年將中國電動車電池電解液產量提高五倍

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-- 根據《日經亞洲》週二報道,日本化學公司日本觸媒株式會社(Nippon Shokubai,TYO:4114)計劃大幅提升其在中國的產能,用於生產一種能夠延長電動車和儲能係統鋰離子電池壽命的電解液。 報道稱,日本觸媒株式會社持有38%股份的中國子公司將擴建其位於湖南省的工廠,計劃在2027財年將年產量從2400噸提升至12400噸,而日本母公司無需追加投資。 電解液名為LiFSI,與傳統的LiPF6電解液相比,可延長電池壽命1.6倍,縮短充電時間,並提升低溫效能。不過,由於目前成本較高,需要進行大規模生產才能降低成本。 報告指出,隨著再生能源的擴張,中國電解液的需求正在轉變,儲能電池的銷售額佔比已從先前的約20%上升至目前的30-40%,同時中國本土生產商的市佔率也不斷擴大。 報告也補充道,儘管美國電動車需求放緩導緻北美工廠的建設延期,但日本觸媒株式會社仍致力於電池材料領域,目標是到2030年將總產能提升十倍,而中國市場的擴張是關鍵一步。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

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