解析寧德時代擬建14億元鋰鹽項目：或因「天價鋰礦」斯諾威開發進程推動業內人士分析最快明年年中前後出礦

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9月17日，《每日經濟新聞》獨家報道，雅安經濟技術開發區管理委員會近日發布寧德時代雅安鋰鹽生產基地項目環境影響評價信息第一次公示。項目總投資14億元，擬建設年產約4萬噸碳酸鋰、3萬噸磷酸二氫鋰及13萬噸元明粉產能。　　龍頭電池廠商要去做上游鋰鹽項目，背後的推動力是什麼？年產4萬噸碳酸鋰項目首先要回答鋰精礦從何而來？一名熟悉鋰礦採選項目的業內人士向《每日經濟新聞》記者表示，按照品位約6%的鋰精礦...

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href=\"http://finance.eastmoney.com/a/202609183878810532.html\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://finance.eastmoney.com/a/202609183878810532.html\">每日經濟新聞</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\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":"【解析寧德時代擬建14億元鋰鹽項目：或因「天價鋰礦」斯諾威開發進程推動 業內人士分析最快明年年中前後出礦】記者發現，寧德時代在川西建鋰鹽基地或與「天價鋰礦」開發進程加速有關。寧德時代通過破產重整取得控制權的雅江縣斯諾威礦業發展有限公司，正在加快推進四川雅江德扯弄巴鋰礦開發。前不久，斯諾威150萬噸原礦項目相繼取得建設用地和環評批覆。與此同時，斯諾威與四川天府鋰業有限責任公司開始推進新增650萬噸原礦採選尾工程的可行性研究設計。","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，《每日經濟新聞》獨家報道，雅安經濟技術開發區管理委員會近日發布寧德時代雅安鋰鹽生產基地項目環境影響評價信息第一次公示。項目總投資14億元，擬建設年產約4萬噸碳酸鋰、3萬噸磷酸二氫鋰及13萬噸元明粉產能。 　　龍頭電池廠商要去做上游鋰鹽項目，背後的推動力是什麼？年產4萬噸碳酸鋰項目首先要回答鋰精礦從何而來？一名熟悉鋰礦採選項目的業內人士向《每日經濟新聞》記者表示，按照品位約6%的鋰精礦計算，僅4萬噸碳酸鋰產能每年就需要約30萬噸至32萬噸鋰精礦。　　記者發現，寧德時代在川西建鋰鹽基地或與「天價鋰礦」開發進程加速有關。寧德時代通過破產重整取得控制權的雅江縣斯諾威礦業發展有限公司（以下簡稱斯諾威），正在加快推進四川雅江德扯弄巴鋰礦開發。前不久，斯諾威150萬噸原礦項目相繼取得建設用地和環評批覆。與此同時，斯諾威與四川天府鋰業有限責任公司（以下簡稱天府鋰業）開始推進新增650萬噸原礦採選尾工程的可行性研究設計。　　上述業內人士分析，如果後續手續和工程建設順利銜接，斯諾威最快可能在2027年上半年啓動試生產，並在年中前後實現初期出礦。　　上述雅安鋰鹽項目首先要解決鋰精礦的供應，寧德時代在川西本就有上游鋰礦資源。今年以來，該鋰礦的審批和建設準備工作明顯加快，同時出現擴容及配套設施建設等新進展。　　德扯弄巴鋰礦的礦業權主體為斯諾威。寧德時代於2022年通過破產重整取得斯諾威控制權，相關重整計劃投資金額超過64億元。　　德扯弄巴位於川西甲基卡鋰礦區。此前礦權資料顯示，德扯弄巴鋰礦石資源量約2492萬噸，平均氧化鋰品位約1.34%。這一品位在國內硬巖型鋰礦中具有一定資源優勢，但該礦山長期沒有形成實際產量。早在2024年，斯諾威已經取得采礦許可證。2025年1月，雅江斯諾威新能源鋰礦開發項目取得四川省發展和改革委員會核准批覆，此後又獲得節能審查意見。　　今年7月24日，甘孜州自然資源和規劃局披露，項目取得省級建設用地批覆。相關文件特別提到，這是雅江縣首個取得建設用地批覆的大型礦山項目，標誌着當地新能源礦產資源開發利用邁出實質性一步，「為項目全面開工建設掃清了關鍵障礙」。　　與此同時，礦山開發所需的環評程序也在近期完成。6月底，斯諾威發布項目環境影響報告書報批前公示；8月14日，項目環評獲得甘孜州生態環境局批覆。　　根據公開文件，項目擬建設308、309露天採場、排土場、民用爆炸物品儲存庫、採礦工業場地、道路及配套輔助設施，設計形成每年處理150萬噸原礦的能力。在自建選礦設施形成生產能力前，斯諾威擬將部分原礦交由外部企業加工，相關加工地點位於眉山。　　上述業內人士分析，如果後續手續與工程建設順利銜接，斯諾威最快可能在2027年上半年啓動試生產，並在年中前後實現初期出礦；更穩妥的判斷是2027年內進入試生產階段，並在年底前衝刺達產。對於甲基卡礦區冬季氣温較低的問題，該人士認為，可以通過設備保温、工藝改造及餘熱利用等方式降低影響。　　斯諾威150萬噸項目能夠提供多少鋰精礦？　　上述業內人士介紹，硬巖鋰礦採選環節可以按照約7噸原礦生產1噸鋰精礦進行粗略測算，但實際產出仍會受到原礦品位、礦石貧化率、選礦回收率和精礦品位等因素影響。斯諾威150萬噸原礦項目完全達產後，理論上每年可以生產約21.4萬噸鋰精礦。若進一步按照約8噸鋰精礦生產1噸碳酸鋰折算，對應約2.7萬噸碳酸鋰當量。　　這意味着，即使斯諾威150萬噸項目完全達產，其理論精礦產量仍難以單獨覆蓋雅安項目每年約30萬噸至32萬噸鋰精礦的潛在需求，其餘的精礦又從何而來？　　記者注意到，斯諾威的開發規劃並不止於150萬噸。　　四川資源集團「資源e採」平台發布的招標文件顯示，天府鋰業和斯諾威正在就650萬噸/年原礦採選尾工程開展可行性研究設計招標。項目擬在原有150萬噸/年設計規模基礎上新增650萬噸/年原礦採選能力，最終形成800萬噸/年的採礦、選礦及尾礦處理規模。　　招標範圍包括礦山開採、採用「重介質拋廢＋浮選」工藝的選礦廠、尾礦庫、尾礦輸送及回水管線，以及供排水、供電、通信等配套工程。投標文件遞交截止時間和開標時間均為9月21日。　　對於800萬噸項目，上述業內人士按照同一口徑測算，800萬噸原礦理論上可以生產約114萬噸鋰精礦；按照約8噸鋰精礦生產1噸碳酸鋰折算，對應約14萬噸碳酸鋰當量。　　也就是説，800萬噸原礦對應的理論精礦規模要明顯高於雅安4萬噸碳酸鋰項目的需求。　　斯諾威為何要與天府鋰業共同推進擴容？　　天府鋰業由四川省自然資源投資集團全資持有，擁有麥基坦礦區相關探礦權，同樣也是大型鋰礦。麥基坦與斯諾威德扯弄巴礦區空間相近，同處甲基卡鋰礦資源集中區。　　近期，天府鋰業和斯諾威還聯合開展德扯弄巴、麥基坦礦區X03範圍資源儲量核實以及聯合選礦試驗，為後續礦山設計、開發利用方案、初步設計和環境影響評價提供基礎數據。　　由此看，德扯弄巴採礦權與麥基坦探礦權涉及的資源，在儲量核實、選礦試驗及採選尾設施層面存在協同空間。　　除行政審批外，水、電、公路及尾礦設施是決定斯諾威出礦時間的另一組變量。　　首先是水。　　斯諾威150萬噸項目環評文件顯示，礦區排土場淋溶水、維修廢水、初期雨水及生活污水經處理後回用，不外排；露天採場湧水收集後送至採礦工業場地，經過二級沉澱、氣浮等工藝處理，部分回用，剩餘部分達到相應標準後排入呷基溝。650萬噸新增項目招標文件又將供排水、尾礦輸送和回水管線納入設計範圍。　　上述業內人士按照每噸原礦約使用2噸水、回用率約70%粗略測算，800萬噸原礦採選系統每年可能需要補充約480萬立方米新水。　　斯諾威環評文件還披露，礦區取水工程擬由四川淼威水務有限公司建設。斯諾威持有淼威水務60%股權，天齊鋰業子公司四川天齊盛合鋰業有限公司持股40%。環評文件預計取水工程於2026年9月開工。　　電力工程也已進入招標階段。　　9月15日，中鐵武漢電氣化局集團有限公司發布斯諾威110千伏供電工程勞務分包招標。相關招標信息顯示，投標截止時間為10月9日10時。　　公路建設同樣採取了礦企共同分擔資金的方式。　　康定市X011塔甲路（塔公鎮至甲基卡）美麗鄉村路全長約31.75公里，採用三級公路標準，設計速度30公里/小時，施工中標金額約1.52億元。道路終點將與規劃礦區道路銜接。招標文件顯示，除上級補助資金外，項目資金缺口由天齊盛合和斯諾威共同籌集。　　9月10日發布的中標結果顯示，項目計劃工期為23個月。招標文件沒有給出固定的竣工日期，工期應從監理簽發的開工令所載日期起算。如果項目在2026年9月底至10月正式開工，23個月對應的預計完工時間約為2028年8月至9月。　　天齊盛合在甲基卡礦區同樣擁有鋰礦項目，與斯諾威在水源、供電、公路及尾礦設施方面存在共建需求。　　天齊盛合與斯諾威還通過四川慕雲澤礦業有限責任公司共同推進甲基卡一號尾礦庫，雙方分別持股60%和40%。上月中旬，斯諾威已認繳該公司2億元註冊資本。（文章來源：每日經濟新聞）","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"}}}

解析寧德時代擬建14億元鋰鹽項目：或因「天價鋰礦」斯諾威開發進程推動 業內人士分析最快明年年中前後出礦

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解析寧德時代擬建14億元鋰鹽項目：或因「天價鋰礦」斯諾威開發進程推動業內人士分析最快明年年中前後出礦