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南宁新能源电池产业跻身中国第一梯队 全链开花激活发展新动能
Zhong Guo Xin Wen Wang· 2026-02-10 05:38
Core Insights - Nanning is transforming its new energy battery industry from scratch, aiming to become a leading player in China's battery production by 2026 [1][3] - The city has attracted major companies like BYD and Molybdenum, establishing a complete industrial chain that includes battery cell manufacturing, materials, and components, with a cumulative output value exceeding 130 billion RMB [1][3] Group 1: Industry Development - Nanning is seizing the strategic opportunity in the new energy battery sector, focusing on major project introductions and nurturing leading enterprises [3] - Since 2022, BYD has initiated six projects in Nanning with a total investment of 28 billion RMB, planning to achieve over 80 GWh of battery capacity by 2025, generating an output value exceeding 43 billion RMB [3] - Molybdenum's "Fluorine Core Battery" project in Nanning will add 100 GWh of battery capacity, with an expected output value of 30 billion RMB [3] Group 2: Production Capacity - The Dragon Electric Huaxin project for lithium battery copper foil in Nanning has a planned investment of 12 billion RMB, with an expected output value of 15 billion RMB [5] - Nanning's new energy battery industry is projected to have over 200 GWh of planned capacity and over 100 GWh of operational capacity, placing it among the top tier in the country [5] - The industry is becoming a significant driver of economic growth in Nanning, supporting the local new energy vehicle supply chain and facilitating exports to markets in ASEAN, North America, Europe, and the Middle East [5] Group 3: Future Plans - During the 14th Five-Year Plan period, Nanning aims to strengthen the lithium battery industry chain and expand new battery product development, leveraging its geographical advantages and existing industrial strengths [5] - The city plans to create a comprehensive industrial chain encompassing material manufacturing, battery production, application scenarios, and recycling [5]