瞄准千亿蓝海！万顺新材1亿布局铝塑膜，剑指固态电池时代国产替代核心

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

瞄准千亿蓝海！万顺新材1亿布局铝塑膜，剑指固态电池时代国产替代核心

2025-10-10 16:05:14 来源：北方有色网责任编辑：王欣悦

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万顺新材通过全资子公司江苏中基设立孙公司安徽中基(注册资本1亿元)，加码铝塑膜业务，是其“铝加工+新能源材料”战略的延伸。江苏中基已具备25.5万吨铝箔产能，安徽基地投产后将实现“铝箔原料-铝塑膜成品”垂直整合，原材料自给率超80%、成本较外购降低12%-15%;新公司承载的高端铝塑膜产能，还将与现有1.2亿平方米产能互补，其中80%产线可适配硫化物/氧化物固态电池封装，能瞄准2025年半固态电池量产窗口期，较同业提前6-12个月完成产能爬坡。

万顺新材在铝塑膜领域已构建技术、客户、产能三维护城河：技术上实现耐高温200℃+、抗穿刺5N/mm、双阻率0.01级(优于日系企业0.03级的阻湿率);客户端绑定清陶能源(2025年4.3亿元独家订单)、宁德时代(32万吨锂电铝箔协议)及比亚迪全固态电池供应链，远超国内同业不足30%的头部客户覆盖率;产能设备采用德国W&H七层共挤线与日本涂布设备，冲深性能达12mm(传统设备仅7-8mm)，良率92%(国内平均85%)。

铝塑膜市场正迎来政策与需求双重驱动的机遇：固态电池强制依赖软包封装，使铝塑膜成本占比从传统液态电池的5%升至17%，预计2030年全球固态电池铝塑膜需求达9.21亿平米、市场规模73.7亿元，较2024年增长46倍;当前国内铝塑膜国产化率仅20%，万顺新材凭借占全球15%的1.2亿平米产能，2025年有望抢占国产市场20%份额，加速替代日本DNP、昭和电工。此外，工信部已将固态电池标准纳入前瞻布局，公司产品通过AEC-Q100车规认证，契合政策导向。

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瞄准千亿蓝海！万顺新材1亿布局铝塑膜，剑指固态电池时代国产替代核心

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