Core Insights - Chinese battery manufacturers dominate the global lithium battery market, producing 80% of the world's batteries [1] - In 2024, Chinese battery companies are expected to invest over $12 billion in Southeast Asia, with significant investments already made in July [1] - Indonesia, holding 52% of the world's nickel reserves, is a key player in the supply chain for lithium batteries, particularly for its high energy density and storage capacity [1][2] Group 1: Investment and Market Dynamics - Chinese lithium battery companies are increasingly establishing manufacturing facilities in Indonesia, leveraging local nickel resources [2] - The Weda Bay Industrial Park, a joint investment by Chinese firms, aims to create a complete supply chain from mining to battery material production, with a total investment exceeding $11 billion [2] - Southeast Asia's electric vehicle market is projected to grow significantly, with a compound annual growth rate of 22% from 2024 to 2029 [2] Group 2: Supply Chain and Resource Dependency - Despite Indonesia's rich nickel and cobalt resources, the local industry still relies on imports for key materials like lithium from Australia and cathode materials from China [2] - Indonesia is poised to become a manufacturing hub for power batteries in Southeast Asia, supplying electric vehicle manufacturers in Thailand, Indonesia, and Malaysia [2]

这时候就不得不提到，全球镍储量第一的印尼了。根据印尼能矿部发布的数据，印尼的镍储量为7200万 吨，占世界镍总储量1.39亿吨的52%。2024年印尼镍产量占全球产量57%。 南方财经21世纪经济报道记者李莹亮赖镇桃实习生黄芷珊 你知道吗？全球每10块锂电池就有8块来自中资厂商！ 2024年中资电池企业在东南亚狂砸超120亿美元，今年这股热潮更是有增无减，单是7月份就有三家电池 厂商宣布"重注"东南亚，总投资额超10亿美元。 中国锂电厂争相"下南洋"的故事，还得从锂电池的关键原料——镍矿说起。镍作为一种银白色金属，具 有优异的导电性、耐腐蚀性、抗氧化性和高温强度，被誉为"现代工业的维生素"。在三元锂电池中，镍 能提供更高的能量密度和更大的储存容量，是决定续航能力的关键材料。 正是印尼的"资源底气"，吸引了中国锂电企业就地建厂。以印尼的纬达贝工业园为例，这是由来自中国 的青山控股集团、浙江华友钴业（603799）和振石控股集团联合投资的综合性园区。依托当地930万吨 世界级镍矿资源，规划总投资超110亿美元。纬达贝工业园打造了从矿山开采到镍钴湿法冶炼前驱体材 料制备的完整产业链，开创了中印尼新能源产业"资源+技 ...