节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10


Grup MIND ID开发的整合式电动汽车(EV)电池生态系统项目将创造高附加值,据评估可为印尼经济带来100倍价值增量。印尼有望通过电池中游及下游产业发展,推动绿色能源与绿色交通工具制造等领域升级。国家研究与创新局(BRIN)资深研究员Evvy Kartini指出,最大附加值不在矿物开采初期,而在制造环节,印尼具备前驱体、正极材料及电池生产能力。“若停留在矿产加工阶段,附加值仅5-10倍;进入正极材料生产后可提升至50倍,发展至电池制造则超100倍。”

Evvy补充,Grup MIND ID通过PT Aneka Tambang(ANTAM)与印尼电池公司(IBC)联合全球战略伙伴推进的整合式电池生态系统项目,是印尼经济转型关键契机。印尼拥有完整的矿产加工供应链优势,镍资源可加工为正极材料、生产电池及回收利用,将为经济创造显著价值。“经济价值核心在中游与下游,此处是产业、就业及技术掌控力增长的关键领域。”

基于镍的电池(NMC)应成为国家产业发展核心方向。Evvy强调,NMC电池原材料国内供应充足且能量密度更高ϼ..

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