解析宁德时代拟建14亿元锂盐项目：或因“天价锂矿”斯诺威开发进程推动业内人士分析最快明年年中前后出矿

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9月17日，《每日经济新闻》独家报道，雅安经济技术开发区管理委员会近日发布宁德时代雅安锂盐生产基地项目环境影响评价信息第一次公示。项目总投资14亿元，拟建设年产约4万吨碳酸锂、3万吨磷酸二氢锂及13万吨元明粉产能。　　龙头电池厂商要去做上游锂盐项目，背后的推动力是什么？年产4万吨碳酸锂项目首先要回答锂精矿从何而来？一名熟悉锂矿采选项目的业内人士向《每日经济新闻》记者表示，按照品位约6%的锂精矿...

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href=\"http://finance.eastmoney.com/a/202609183878810532.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0531971595.HKD","symbol_name":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","start_time":0,"source_url":"http://finance.eastmoney.com/a/202609183878810532.html","article_id":"2668971187","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609183878810532.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2668971187","pubTimestamp":1789779721,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"【解析宁德时代拟建14亿元锂盐项目：或因“天价锂矿”斯诺威开发进程推动 业内人士分析最快明年年中前后出矿】记者发现，宁德时代在川西建锂盐基地或与“天价锂矿”开发进程加速有关。宁德时代通过破产重整取得控制权的雅江县斯诺威矿业发展有限公司，正在加快推进四川雅江德扯弄巴锂矿开发。前不久，斯诺威150万吨原矿项目相继取得建设用地和环评批复。与此同时，斯诺威与四川天府锂业有限责任公司开始推进新增650万吨原矿采选尾工程的可行性研究设计。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300750":"宁德时代","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY 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PARIBAS CLIMATE IMPACT \"C\" (HKD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","CXSE":"WisdomTree China ex-State-Owned Enterprises Fund"},"translate_title":"Analysis of CATL's planned 1.4 billion yuan lithium salt project: Possibly driven by the development progress of the \"sky-high-priced lithium mine\" Snowway; industry insiders analyze that mining could begin as early as around the middle of next year.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.95,"03750":1.95,"EVS.SI":0.6,"CXSE":0.6},"content_text":"9月17日，《每日经济新闻》独家报道，雅安经济技术开发区管理委员会近日发布宁德时代雅安锂盐生产基地项目环境影响评价信息第一次公示。项目总投资14亿元，拟建设年产约4万吨碳酸锂、3万吨磷酸二氢锂及13万吨元明粉产能。 　　龙头电池厂商要去做上游锂盐项目，背后的推动力是什么？年产4万吨碳酸锂项目首先要回答锂精矿从何而来？一名熟悉锂矿采选项目的业内人士向《每日经济新闻》记者表示，按照品位约6%的锂精矿计算，仅4万吨碳酸锂产能每年就需要约30万吨至32万吨锂精矿。　　记者发现，宁德时代在川西建锂盐基地或与“天价锂矿”开发进程加速有关。宁德时代通过破产重整取得控制权的雅江县斯诺威矿业发展有限公司（以下简称斯诺威），正在加快推进四川雅江德扯弄巴锂矿开发。前不久，斯诺威150万吨原矿项目相继取得建设用地和环评批复。与此同时，斯诺威与四川天府锂业有限责任公司（以下简称天府锂业）开始推进新增650万吨原矿采选尾工程的可行性研究设计。　　上述业内人士分析，如果后续手续和工程建设顺利衔接，斯诺威最快可能在2027年上半年启动试生产，并在年中前后实现初期出矿。　　上述雅安锂盐项目首先要解决锂精矿的供应，宁德时代在川西本就有上游锂矿资源。今年以来，该锂矿的审批和建设准备工作明显加快，同时出现扩容及配套设施建设等新进展。　　德扯弄巴锂矿的矿业权主体为斯诺威。宁德时代于2022年通过破产重整取得斯诺威控制权，相关重整计划投资金额超过64亿元。　　德扯弄巴位于川西甲基卡锂矿区。此前矿权资料显示，德扯弄巴锂矿石资源量约2492万吨，平均氧化锂品位约1.34%。这一品位在国内硬岩型锂矿中具有一定资源优势，但该矿山长期没有形成实际产量。早在2024年，斯诺威已经取得采矿许可证。2025年1月，雅江斯诺威新能源锂矿开发项目取得四川省发展和改革委员会核准批复，此后又获得节能审查意见。　　今年7月24日，甘孜州自然资源和规划局披露，项目取得省级建设用地批复。相关文件特别提到，这是雅江县首个取得建设用地批复的大型矿山项目，标志着当地新能源矿产资源开发利用迈出实质性一步，“为项目全面开工建设扫清了关键障碍”。　　与此同时，矿山开发所需的环评程序也在近期完成。6月底，斯诺威发布项目环境影响报告书报批前公示；8月14日，项目环评获得甘孜州生态环境局批复。　　根据公开文件，项目拟建设308、309露天采场、排土场、民用爆炸物品储存库、采矿工业场地、道路及配套辅助设施，设计形成每年处理150万吨原矿的能力。在自建选矿设施形成生产能力前，斯诺威拟将部分原矿交由外部企业加工，相关加工地点位于眉山。　　上述业内人士分析，如果后续手续与工程建设顺利衔接，斯诺威最快可能在2027年上半年启动试生产，并在年中前后实现初期出矿；更稳妥的判断是2027年内进入试生产阶段，并在年底前冲刺达产。对于甲基卡矿区冬季气温较低的问题，该人士认为，可以通过设备保温、工艺改造及余热利用等方式降低影响。　　斯诺威150万吨项目能够提供多少锂精矿？　　上述业内人士介绍，硬岩锂矿采选环节可以按照约7吨原矿生产1吨锂精矿进行粗略测算，但实际产出仍会受到原矿品位、矿石贫化率、选矿回收率和精矿品位等因素影响。斯诺威150万吨原矿项目完全达产后，理论上每年可以生产约21.4万吨锂精矿。若进一步按照约8吨锂精矿生产1吨碳酸锂折算，对应约2.7万吨碳酸锂当量。　　这意味着，即使斯诺威150万吨项目完全达产，其理论精矿产量仍难以单独覆盖雅安项目每年约30万吨至32万吨锂精矿的潜在需求，其余的精矿又从何而来？　　记者注意到，斯诺威的开发规划并不止于150万吨。　　四川资源集团“资源e采”平台发布的招标文件显示，天府锂业和斯诺威正在就650万吨/年原矿采选尾工程开展可行性研究设计招标。项目拟在原有150万吨/年设计规模基础上新增650万吨/年原矿采选能力，最终形成800万吨/年的采矿、选矿及尾矿处理规模。　　招标范围包括矿山开采、采用“重介质抛废＋浮选”工艺的选矿厂、尾矿库、尾矿输送及回水管线，以及供排水、供电、通信等配套工程。投标文件递交截止时间和开标时间均为9月21日。　　对于800万吨项目，上述业内人士按照同一口径测算，800万吨原矿理论上可以生产约114万吨锂精矿；按照约8吨锂精矿生产1吨碳酸锂折算，对应约14万吨碳酸锂当量。　　也就是说，800万吨原矿对应的理论精矿规模要明显高于雅安4万吨碳酸锂项目的需求。　　斯诺威为何要与天府锂业共同推进扩容？　　天府锂业由四川省自然资源投资集团全资持有，拥有麦基坦矿区相关探矿权，同样也是大型锂矿。麦基坦与斯诺威德扯弄巴矿区空间相近，同处甲基卡锂矿资源集中区。　　近期，天府锂业和斯诺威还联合开展德扯弄巴、麦基坦矿区X03范围资源储量核实以及联合选矿试验，为后续矿山设计、开发利用方案、初步设计和环境影响评价提供基础数据。　　由此看，德扯弄巴采矿权与麦基坦探矿权涉及的资源，在储量核实、选矿试验及采选尾设施层面存在协同空间。　　除行政审批外，水、电、公路及尾矿设施是决定斯诺威出矿时间的另一组变量。　　首先是水。　　斯诺威150万吨项目环评文件显示，矿区排土场淋溶水、维修废水、初期雨水及生活污水经处理后回用，不外排；露天采场涌水收集后送至采矿工业场地，经过二级沉淀、气浮等工艺处理，部分回用，剩余部分达到相应标准后排入呷基沟。650万吨新增项目招标文件又将供排水、尾矿输送和回水管线纳入设计范围。　　上述业内人士按照每吨原矿约使用2吨水、回用率约70%粗略测算，800万吨原矿采选系统每年可能需要补充约480万立方米新水。　　斯诺威环评文件还披露，矿区取水工程拟由四川淼威水务有限公司建设。斯诺威持有淼威水务60%股权，天齐锂业子公司四川天齐盛合锂业有限公司持股40%。环评文件预计取水工程于2026年9月开工。　　电力工程也已进入招标阶段。　　9月15日，中铁武汉电气化局集团有限公司发布斯诺威110千伏供电工程劳务分包招标。相关招标信息显示，投标截止时间为10月9日10时。　　公路建设同样采取了矿企共同分担资金的方式。　　康定市X011塔甲路（塔公镇至甲基卡）美丽乡村路全长约31.75公里，采用三级公路标准，设计速度30公里/小时，施工中标金额约1.52亿元。道路终点将与规划矿区道路衔接。招标文件显示，除上级补助资金外，项目资金缺口由天齐盛合和斯诺威共同筹集。　　9月10日发布的中标结果显示，项目计划工期为23个月。招标文件没有给出固定的竣工日期，工期应从监理签发的开工令所载日期起算。如果项目在2026年9月底至10月正式开工，23个月对应的预计完工时间约为2028年8月至9月。　　天齐盛合在甲基卡矿区同样拥有锂矿项目，与斯诺威在水源、供电、公路及尾矿设施方面存在共建需求。　　天齐盛合与斯诺威还通过四川慕云泽矿业有限责任公司共同推进甲基卡一号尾矿库，双方分别持股60%和40%。上月中旬，斯诺威已认缴该公司2亿元注册资本。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}

解析宁德时代拟建14亿元锂盐项目：或因“天价锂矿”斯诺威开发进程推动 业内人士分析最快明年年中前后出矿

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解析宁德时代拟建14亿元锂盐项目：或因“天价锂矿”斯诺威开发进程推动业内人士分析最快明年年中前后出矿