友升股份泽升欧洲获德国车企定点：23 亿电池托盘项目撬动全球化布局

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

友升股份泽升欧洲获德国车企定点：23 亿电池托盘项目撬动全球化布局

2025-10-11 08:46:36 来源：北方有色网责任编辑：王欣悦

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友升股份全资子公司泽升欧洲(2023年于保加利亚设立)，近日获德国某知名车企电池托盘项目定点，预计2027年9月量产，项目生命周期7年、全生命周期销售额约23亿元(年均3.3亿元)。需注意的是，此次定点仅代表客户对公司产品开发能力与供货资格的认可，并非最终订单，实际销售金额需以双方确认的订单结算，公司此举也意在规避市场对业绩确定性的过度预期。

此次定点是友升股份2023年启动海外产能布局后的重要突破，标志着公司首次切入欧洲头部车企供应链。对比其2024年国内电池托盘10.64亿元的营收，该项目将推动海外相关业务规模提升30%以上，加速“国内制造+海外交付”模式落地;同时，德国车企供应链标准严苛，此次合作也印证了友升的技术实力——其采用的挤压铝合金焊接工艺，能凭借结构强度优势适配欧洲碰撞安全标准，且公司国内已配套特斯拉、蔚来等企业，2024年市占率达3.74%，海外业务延续了高端定位。

从行业背景看，电池托盘是新能源汽车轻量化核心赛道，市场增长迅猛：全球规模2024年达47.14亿美元，预计2031年将增至349.5亿美元，年复合增长率33%;中国作为全球最大生产消费国，2020-2024年市场规模从26.3亿增至339.3亿，其中新能源汽车领域占比84%。当前竞争格局呈现国际巨头(如Benteler、Novelis)与中国企业(如和胜股份、友升)共存的态势，技术壁垒决定了市场分层。

不过项目仍存不确定性，一方面是订单转化风险，需警惕客户车型规划调整、欧洲电动车渗透率不及预期等问题;另一方面是产能匹配风险，泽升欧洲产能尚未公开，需确保2027年前完成产线搭建(国内基地年产40万台的经验可复制)。对此，友升已采取对冲措施，客户端形成“国内宁德时代、沃尔沃+海外德企”的分散布局，技术端则布局铜合金托盘研发，以应对行业轻量化升级趋势。

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友升股份泽升欧洲获德国车企定点：23 亿电池托盘项目撬动全球化布局

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