旭升集团墨西哥量产破局：700天建成北美 “智造枢纽”，6亿美元产能重构供应链

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镁
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 APT(仲钨酸铵)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硒
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硅

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镁

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 APT(仲钨酸铵)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硒

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硅

旭升集团墨西哥量产破局：700天建成北美 “智造枢纽”，6亿美元产能重构供应链

2025-09-25 11:45:55 来源：北方有色网责任编辑：王欣悦

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一、量产落子：锚定北美市场的战略抉择

9月21日墨西哥萨尔蒂约生产线的大规模量产，标志着旭升集团历时700天的海外建厂计划取得阶段性成果。这座占地465亩的全流程智能制造基地，不仅是集团继宁波总部后最大的海外生产枢纽，更承载着突破北美贸易壁垒的战略使命——借助《美墨加协定》关税优惠及美国《通胀削减法案》税收抵免政策，旭升将实现对北美客户的“零时差”响应，订单交付周期从海运数月压缩至陆运数日，彻底解决新能源汽车零部件供应的“船期焦虑”。

二、产能矩阵：技术输出与生态协同的双重突破

1.全链条工艺的全球化复制

该基地集成熔铸、挤压、压铸、精密加工全流程工艺，核心设备由战略伙伴力劲集团定制供应，仅用5个月便完成跨国交付调试，刷新行业纪录。目前首条产线已启动量产，11月初将交付首批2000件逆变器箱体，年底预计实现每周6000件供货量，一期产能全面释放后年产值将突破6亿美元。值得关注的是，基地同步布局储能系统核心部件生产，与旭升在液冷电池存储、户用储能领域的技术积累形成协同。

2.集群式出海的生态构建

旭升创新性地推动产业链协同落地：数公里范围内，表面处理、模具加工等配套供应商已同步完成厂房建设，形成区域性产业闭环。以合作十年的苏州某表面处理企业为例，其墨西哥工厂9月底启动量产后，可完全覆盖旭升当期需求，这种“链主牵头+伙伴协同”模式，使跨境物流成本降低30%以上，为后续二期扩产奠定基础。

三、运营密码：跨文化融合的“三重创新”

1.人才本土化的加速度

为破解海外运营难题，旭升立下“一年内实现墨方员工独立操作”的军令状，通过三大举措推进人才培养：编制220余页中英美三语《生产操作标准术语库》，涵盖600余个关键工艺词汇;录制全流程操作视频供反复观摩;推行中方骨干“一对一”实操带教。目前首批墨西哥员工已能独立完成50%-60%生产任务，9-10月计划新增百余名本地员工，为2000人规模的用工目标铺路。

2.订单与产能的精准匹配

量产背后是坚实的订单支撑：今年1月，旭升斩获北美某知名传统车企19亿元定点项目，为其纯电平台供应7类核心零部件，生命周期长达5年，该项目将全部由墨西哥基地承接生产，2026年四季度启动量产。此外，基地已明确配套北极星、Lucid、Rivian等北美新能源车企，与国内理想、蔚来及海外大众、采埃孚等客户群形成互补。

四、全球棋局：“三角产能”支撑的价值升维

萨尔蒂约工厂的量产，标志着旭升“中国+北美+东南亚”三角产能网络正式成型。7月奠基的泰国罗勇府基地将复制墨西哥模式，导入压铸、锻造等核心技术，服务东南亚及周边市场。这种布局不仅实现了“近地生产、就近供应”的客户服务优化，更完成了从“产品出海”到“智能制造体系出海”的升级——从力劲装备的协同输出，到操作标准的跨文化移植，旭升正将宁波总部的智能工厂经验(其荣登2025年浙江先进级智能工厂榜单)转化为全球可复制的“中国方案”。

正如集团负责人所言，墨西哥工厂输出的不仅是铝合金零部件，更是“宁波基因”与本土需求融合的制造生态。随着北美订单爬坡与泰国基地建设推进，这家深耕轻量化领域22年的龙头企业，正以技术为锚、以生态为链，重构全球新能源零部件产业格局。

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旭升集团墨西哥量产破局：700天建成北美 “智造枢纽”，6亿美元产能重构供应链

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