杰夫集团成立广东精锑科技公司 6N级高纯锑量产破局“卡脖子”难题

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

杰夫集团成立广东精锑科技公司 6N级高纯锑量产破局“卡脖子”难题

2025-02-18 16:11:07 来源：北方有色网责任编辑：韩泽楷

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今日，杰夫集团宣布其全资子公司广东杰夫精锑科技有限公司正式注册成立。该公司注册资本5000万元，由深圳杰夫矿业投资有限公司（持股60%）与东莞市杰夫阻燃材料有限公司（持股40%）共同出资设立，法定代表人为谢素荣。新公司将聚焦高纯锑材料研发与生产，剑指军工、半导体等高端应用市场，推动中国战略金属产业链自主可控。

打破进口依赖：主攻6N级锑材料

广东杰夫精锑科技的核心战略是突破高纯锑材料“卡脖子”技术：

纯度突破：研发6N级（99.9999%）高纯锑，对标日本住友化学、美国AMG等企业标准，填补国内半导体靶材领域空白；
技术路径：采用区域熔炼-电子束精炼联合工艺，将杂质元素铅、砷含量控制在ppb级；
产能规划：2025年三季度建成首条年产200吨高纯锑锭生产线，可满足3nm芯片镀膜需求。

据中国有色金属工业协会数据，中国虽占据全球78%的锑产量，但半导体级高纯锑进口依赖度高达95%，单吨价格超80万元，是工业级锑锭的12倍。

军工与新能源双轮驱动

公司同步布局两大战略方向：

军工材料：与国防科技大学联合开发锑镍热电池材料，能量密度提升至450Wh/kg（传统产品为280Wh/kg），应用于高超音速导弹制导系统，已获军工资质认证；
新能源赛道：开发纳米氧化锑阻燃剂，用于储能液流电池隔热层，可将电池组热失控临界温度提升80℃，项目获宁德时代技术验证。

“锑在红外热成像、核反应堆控制棒等领域的不可替代性，使其成为大国博弈的战略资源。”中南大学冶金学院教授李华指出，“中国企业亟需从‘卖矿石’转向‘卖技术’。”

全球锑资源博弈加剧

当前全球锑产业呈现“中国供原料、欧美控技术”的格局：

资源垄断：中国锑储量占全球32%，但美国将锑列为35种关键矿产，国防储备量仅1200吨，计划2030年提升至5000吨；
技术壁垒：比利时Umicore垄断光伏用锑化镉薄膜技术，单吉瓦产能需消耗锑15吨；
绿色转型：欧盟《关键原材料法案》要求2030年再生锑使用比例超30%，倒逼循环技术升级。

杰夫集团董事长谢素荣表示，公司将投资2.3亿元建设“矿山-精炼-应用”全产业链基地，2025年目标实现产值10亿元，并联合中南大学攻关锑化镓量子点技术，冲击光伏转换效率40%的行业极限。

行业影响：重构全球供应链

此次布局引发产业链连锁反应：

上游联动：依托湖南安化锑矿（储量15万吨），精矿自给率将达80%，成本降低25%；
下游突围：高纯锑材料已进入华为海思、中国电科供应链测试环节，有望替代进口产品；
国际竞合：日本泛太平洋金属紧急上调锑加工费报价12%，应对中国技术升级冲击。

业内分析指出，随着欧盟对华锑制品依赖度达92%，掌握高纯化技术的中国企业将重塑定价权，全球锑产业链或迎来价值重估。

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杰夫集团成立广东精锑科技公司 6N级高纯锑量产破局“卡脖子”难题

打破进口依赖：主攻6N级锑材料

军工与新能源双轮驱动

全球锑资源博弈加剧

行业影响：重构全球供应链

有色金属报告推荐