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

明泰铝业与鹏辉能源战略合作：固态电池与钠离子电池领域的机遇与挑战

2025-05-28 17:30:42 来源：北方有色网责任编辑：管理员

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一、技术协同：铝材料在新型电池中的应用突破

双方聚焦固态电池与钠离子电池，明泰铝业的铝基材料（如铝塑膜、超薄铝箔）可满足两类电池的封装、集流体等需求。例如，其 8021/8079 合金铝箔适配固态电池高阻隔性要求，9μm 锂电池箔技术领先；钠电池因正负极均用铝箔，用量为锂电池 2 倍，明泰的涂层改性技术可匹配需求。此外，铝回收业务契合政策导向，形成 “生产 — 回收” 闭环。

二、市场潜力：储能与动力电池的双轮驱动

钠离子电池在储能（如百兆瓦级项目）和商用车领域加速落地，明泰铝箔可适配大容量电芯需求，其壳体、托盘等产品已进入头部车企供应链。政策层面，国家鼓励再生铝保级利用，钠电池能量密度提升（2025 年预计 180Wh/kg）将扩大应用场景，明泰的技术布局与行业趋势高度契合。

三、风险因素：技术、合作与竞争压力

固态电池量产面临热失控、锂枝晶等技术挑战，鹏辉能源中试线进展及良率影响材料采购；框架协议细节（订单规模、价格）尚未明确，短期业绩贡献有限。此外，铝箔行业竞争加剧（如五星铝业、鼎胜新材），铝价波动及再生铝成本控制亦存压力。

四、行业趋势：技术路线与市场格局演变

固态电池以硫化物路线为主流，行业标准推动规范化发展；钠离子电池聚焦储能与低速车，2026 年或进入快速增长期。明泰需加快与鹏辉的技术对接，适配主流固态电池技术，同时依托铝箔与再生铝业务，抢占钠电池产业链成本优势。

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