格隆汇1月28日丨中伟新材(300919.SZ)近日接受特定对象调研时表示，目前公司在印尼的业务布局以镍 产业链为核心，尚未开展规模化的磷矿或磷酸铁锂产能建设。磷矿资源主要布局在国内贵州基地，与公 司锂电材料业务形成一体化配套。 ...

格隆汇1月28日丨中伟新材(300919.SZ)近日接受特定对象调研时表示，目前，公司在印尼冶炼端没有新 增产能计划，重点将放在进一步夯实资源端布局和推动材料端产能释放。 ...

Core Viewpoint - Zhongwei New Materials (300919.SZ) is expected to maintain its leading position in the ternary precursor market by 2025, according to Xinluo statistics [1] Group 1: Company Performance - The current production capacity utilization rate of the company is high [1] - The company remains optimistic about the growth potential of nickel-based materials [1] Group 2: Market Trends - Domestic terminal demand structure is upgrading, with high-end electric vehicles featuring high-nickel ternary batteries being launched, increasing the installation ratio of ternary batteries [1] - European policy direction is driving the continuous increase in electric vehicle penetration [1] - The gradual commercialization of solid-state batteries is promoting the growth of high-nickel ternary materials [1]

格隆汇1月28日丨中伟新材(300919.SZ)近日接受特定对象调研时表示，目前，公司在印尼冶炼端没有新 增产能计划，重点将放在进一步夯实资源端布局和推动材料端产能释放。 ...

南财智讯1月28日电，中伟新材在投资者关系活动中表示，公司采用富氧侧吹和RKEF等多技术路线协 同推进，形成冶炼工艺组合优势，使公司在不同产品（电解镍、高冰镍、镍铁）之间可灵活切换排产， 以应对镍价及下游需求变化。 ...

南财智讯1月28日电，中伟新材在投资者关系活动中表示，目前，公司通过投资、参股、长期合作协 议、包销等形式锁定6亿湿吨镍矿资源的供应，并已在印尼建立镍原料产业基地，打通资源-冶炼-材料 的垂直一体化产业链生态。 ...

Group 1: Company Overview and Strategic Positioning - The company has expanded from nickel-based materials to include cobalt and phosphorus materials, establishing a complete industrial chain from upstream resources to downstream materials and recycling [1] - The company has secured a supply of 600 million wet tons of nickel resources through investments, joint ventures, and long-term contracts, particularly focusing on Indonesia as a key supplier [2][4] - The company aims to become a leading player in the global new energy materials sector by leveraging its diversified nickel ecosystem to provide stable raw materials for downstream applications [1] Group 2: Nickel Resource and Production Capacity - The company has established nickel smelting capacity of 195,000 metal tons, with an equity share of approximately 120,000 metal tons, expected to reach full production by 2026 [3][7] - The company employs various smelting technologies, including oxygen-enriched side-blowing and RKEF, allowing flexibility in production across different nickel products [5] - The company currently has no plans for additional smelting capacity in Indonesia, focusing instead on solidifying resource layouts and enhancing material production [6] Group 3: Market Dynamics and Profitability - The tightening of nickel ore export quotas is expected to drive up nickel prices, positively impacting the company's profitability from its nickel resource investments [4] - The company anticipates maintaining its market leadership in ternary precursor shipments, with a projected increase in demand driven by the rise of high-nickel ternary batteries in electric vehicles [7] - The company is optimistic about the growth potential of nickel-based materials, supported by domestic demand upgrades and policy-driven increases in electric vehicle penetration in Europe [7]

Core Viewpoint - Zhongwei New Materials maintains its position as the market leader in the ternary precursor market, with a projected global output of 1.038 million tons in 2025, reflecting a year-on-year growth of 7.7% [1] Group 1: Market Outlook - The demand for nickel-based materials is expected to grow significantly due to increasing requirements for long-range capabilities, higher battery capacities per vehicle, the industrialization of solid-state batteries, and positive trends in the European new energy vehicle market [1]

（编辑 任世碧） 证券日报网1月26日讯 ，中伟新材在接受调研者提问时表示，公司已建成镍资源冶炼产能19.5万金属 吨，权益量约12万金吨，预计2026年满产。其中，公司具备年产9万吨电解镍的产能，权益量约6万吨。 2026年1月中青新能源二期项目实现全面投产，公司具备年产6万金吨高冰镍的生产能力。公司暂无新扩 产计划。 ...

（编辑 任世碧） 证券日报网1月26日讯 ，中伟新材在接受调研者提问时表示，公司在钠电材料方面采取双技术路线并行 的策略，重点聚焦于钠电聚阴离子及层状氧化物双技术路线。2025年，公司已成功获取千吨级钠电池材 料订单并出货。当前，随着碳酸锂价格上行，钠电池的经济效益逐步显现。预计到2026年，随着产业化 进程进一步加快，公司钠电材料出货量有望实现大幅提升。 ...