全生命周期协同赋能！宁德时代与凯金新能源战略合作重构负极格局、助力双碳落地

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

全生命周期协同赋能！宁德时代与凯金新能源战略合作重构负极格局、助力双碳落地

2025-10-22 15:12:22 来源：北方有色网责任编辑：王欣悦

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宁德时代与凯金新能源此次战略合作，核心在于实现从“供需交付”到“价值共生”的范式升级。作为宁德时代第二大负极材料供应商，双方此前的合作聚焦于传统材料供应，而此次签约标志着合作维度全面拓展至原材料溯源、绿色生产、数智运营、零碳园区覆盖的全生命周期协同。这一转向与宁德时代零碳能源事业部的战略布局高度契合，杨开坤等核心成员的出席也印证了该合作在企业战略中的优先级。具体落地层面，原材料端将依托凯金2025年9月签约的宁德古田20万吨一体化项目，实现石墨负极从原料到成品的全链条溯源;物流端推动电动化转型全覆盖，呼应新能源产业链“全链路减碳”的核心需求;能源端则融合宁德时代绿电方案，借助凯金贵州基地1-8月产值增长100%的产能基础，快速承接绿色能源融合任务。

从协同逻辑来看，双方的合作呈现供需共振与能力互补的双重驱动特征。在供应链安全维度，宁德时代作为全球最大动力电池出货企业，具备需求稳定性优势，而凯金新能源2025年产能释放率可达85%-100%，且曾获宁德时代“供应商质量优秀奖”，二者结合恰好适配负极行业头部集中化加速、产能利用率升至75%的行业背景;技术升级层面，宁德时代对电池快充、高能量密度的性能迭代需求，与凯金高端负极材料的高一致性特点高度匹配，尤其能满足当前储能需求占比升至27%的市场技术要求;成本控制方面，宁德时代的规模化采购降本能力，可与凯金一体化项目中的石墨化自备产能形成互补——要知道石墨化成本占负极总成本的40%，自备率直接决定企业盈利弹性。值得注意的是，凯金新能源虽客户覆盖比亚迪、松下等头部企业，却将宁德时代作为核心合作对象，20万吨项目选址宁德古田的决策更凸显其供应链就近配套战略，这使其与尚太科技、贝特瑞等竞品形成显著差异化竞争，奠定了自身在合作中的不可替代性。

此次合作对行业的影响主要体现在重构负极格局与树立绿色转型标杆两大方面。在负极材料行业格局层面，供需端上，凯金新增产能将有效缓解2025年10月以来高端负极紧缺、头部企业订单涨价10%的市场现状，而宁德时代通过锁定核心资源，可进一步平抑行业价格波动;技术端则将倒逼行业加速向“一体化+高端化”转型，加速中小企业退出——要知道2024年负极行业产能利用率仅为69%，行业洗牌趋势已现。在绿色转型标杆层面，相较于京东工业与宁德时代聚焦“AR+AI质检”的数智化合作，此次与凯金的协同更侧重产业端减碳：物流电动化举措可降低原材料运输碳排30%以上，零碳园区打造则有望复制中环新能源“绿电-绿甲醇”的闭环模式。从双碳目标落地路径来看，结合工信部《储能电池行业规范条件》中负极比容量≥340mAh/g的要求，双方合作将重点推动高能量密度负极量产以适配动力电池与储能需求，同时构建覆盖从石油焦到成品全链条的碳足迹追踪体系，为新能源行业双碳目标落地提供可复制的实践路径。

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全生命周期协同赋能！宁德时代与凯金新能源战略合作重构负极格局、助力双碳落地

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