基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极电解液隔膜隔膜电解液电芯

固态电池赛道再添重磅！盛新锂能全资布局四川遂宁，完善产业链闭环

2025-12-12 16:43:02 来源：北方有色网责任编辑：石林

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固态电池产业化加速之际，锂业龙头盛新锂能再落关键一子。近日，遂宁盛新锂能固态电池材料科技有限公司正式成立，标志着公司在固态电池核心材料领域的布局进一步落地。

新公司聚焦固态电池核心业务

这家由盛新锂能全资持股的新公司，注册资本 2000 万人民币，法定代表人为姚开林。其经营范围精准覆盖固态电池产业链关键环节，包括新材料技术研发与推广、电池制造与销售、电子专用材料研发与销售等，全面适配固态电池材料的研发、生产与市场推广需求。

战略布局贴合行业发展节奏

此次布局并非孤立动作，而是盛新锂能固态电池全产业链战略的重要一环。公司已在超薄超宽锂带（固态电池核心阳极材料）领域实现技术突破，建成 500 吨金属锂产能并稳定供货，后续 2500 吨新建项目也即将启动。

与此同时，盛新锂能近期引入中创新航、华友控股两大产业链巨头作为战略投资者，并锁定 2026-2030 年 22.14 万吨锂盐长期供应协议，形成 “锂矿 — 锂盐 — 锂带” 一体化体系。新公司的成立，将进一步打通固态电池材料从研发到量产的落地通道，与现有业务形成协同。

行业风口下的布局深意

当前固态电池行业正迎来技术突破与产能扩张的双重爆发期，2026-2027 年半固态电池量产将成主流，核心材料需求持续激增。盛新锂能选择在四川布局，既依托当地锂矿资源禀赋，也契合固态电池产业化的关键窗口期。

随着锂电原材料价格回暖、技术路线逐步清晰，具备资源优势与技术壁垒的企业将持续受益。盛新锂能通过全资子公司深化固态材料布局，无疑是在抢占下一代电池技术的战略制高点，为未来 5-10 年的增长锁定确定性。

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