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

莱尔科技联合神火新材：涂碳箔项目二期开工，新能源材料布局再提速

2025-12-02 15:15:06 来源：北方有色网责任编辑：王欣悦

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近日，广东莱尔新材料科技股份有限公司(以下简称“莱尔科技”)与河南神火煤电股份有限公司旗下神火新材料科技有限公司(以下简称“神火新材”)共同投资的河南新能源涂碳箔项目二期工程正式开工建设。这一里程碑事件不仅标志着双方战略合作的深化，更意味着莱尔科技在新能源材料领域的全国性战略布局迈入加速新阶段，为应对全球涂碳箔市场的爆发式增长筑牢产能根基。

强强联合：破解产能瓶颈，构筑产业协同优势

此次二期项目的开工并非偶然，而是基于一期项目的卓越成效与市场需求的迫切驱动。作为莱尔科技与神火新材战略合作的核心成果，河南莱尔一期项目已被列为河南省2024年重点项目及第七期“三个一批”项目，在地方政府的政策支持与资源保障下，自2024年下半年投产以来便展现出强劲发展动能。凭借莱尔科技在精密涂布领域的技术积淀与神火新材的产业链优势，一期项目迅速赢得市场认可，数据显示，2025年1-9月，莱尔科技新能源涂碳箔业务收入同比激增479.15%，成功跻身行业前三梯队。

然而，快速增长的业绩背后是产能饱和的现实挑战。随着新能源汽车与储能市场的持续扩张，全球涂碳箔市场规模正以年均超20%的速度增长，2025年国内市场需求已呈现供不应求的态势。莱尔科技董事兼总经理龚伟全在开工仪式上表示：“二期项目是我们全国战略布局的关键一环，更是国企与民企优势互补的生动实践。神火新材的规范严谨与莱尔科技的快速灵活深度融合，已成为河南莱尔独特的管理基因。”

这种“国企+民企”的合作模式在产业链协同中展现出强大生命力。作为国家高新技术企业，莱尔科技输出特种胶粘剂研发与精密涂布的核心技术，而神火新材依托母公司国内第六大电解铝生产商的地位，构建了从绿色铝到高精度电池箔的全产业链体系，8万吨/年的电池铝箔产能位居全国前列。双方联手打造的“铝箔—涂碳箔—电池材料”一体化产业链，既保障了原材料的稳定供应，又通过工序衔接优化了综合成本，为下游新能源汽车、电网储能客户提供更具竞争力的解决方案，完美契合《新能源汽车产业发展规划(2021-2035年)》中对关键材料产业化的要求。

战略升级：三大产业支点成型，构建全国服务网络

河南二期项目的落地，是莱尔科技“三地联动”战略布局的关键落子。目前，公司已在广东、河南、四川形成新能源材料三大产业支点，构建起辐射全国的生产与供应网络，配备高速双面精密箔材涂布机等先进设备，实现了对长三角、珠三角、中西部新能源产业集群的近距离服务。这种布局不仅提升了供应链响应速度，更通过区域资源整合降低了物流成本，为企业从单一产品供应商向“一站式材料解决方案平台”转型奠定基础。

在产品矩阵构建上，莱尔科技正持续优化“涂碳箔+碳纳米管+功能性膜材”的组合优势，将传统功能性涂布胶膜业务的技术积累延伸至新能源领域。作为《锂离子电池用铝塑复合膜》团体标准起草单位，公司在涂层均匀性、粘结强度等核心指标上形成技术壁垒，其产品在降低电池内阻、提升循环寿命方面表现突出，与当前涂碳箔行业“高性能、环保化”的发展方向高度契合。这种跨业务协同能力，使莱尔科技能够实现从关键材料到终端应用的全链条覆盖，为客户创造更高附加值。

未来展望：创新驱动引领，助力新能源产业升级

面对全球涂碳箔市场2029年将达359亿元的广阔前景，莱尔科技明确了“创新驱动+产业链协同”的发展路径。公司将继续加大研发投入，聚焦涂碳层均匀性提升、新型环保涂层材料开发等前沿方向，紧跟水性涂碳铝箔市场份额扩大的行业趋势。同时，通过深化与神火新材等产业链伙伴的合作，建立更紧密的协同关系，应对市场多样化需求。

在实现自身高质量发展的同时，莱尔科技更肩负着推动行业进步的责任。随着全球能源结构转型加速，涂碳箔作为锂电池关键材料的战略价值日益凸显。莱尔科技凭借技术优势与布局优势，不仅将巩固自身在功能材料领域的领先地位，更将助力新材料与新能源行业迈向新台阶，为全球新能源产业的绿色可持续发展贡献中国力量。

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[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 15 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.002482s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.002654s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.002497s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND ( `id` < 3871 AND `id` NOT IN (25,3243,3244) ) ORDER BY `sortid` ASC [ RunTime:0.002463s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000450s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000390s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000388s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000530s ]

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