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9家中国锂电企业落子马来西亚
高工锂电· 2025-04-24 10:33
Core Viewpoint - The article discusses the growing interest of Chinese lithium battery companies in Malaysia as a strategic location for expansion, highlighting the unique advantages of the country in the context of the evolving Southeast Asian electric vehicle market [2][6][10]. Group 1: Strategic Importance of Malaysia - Malaysia is becoming a popular choice for Chinese lithium battery companies due to its low geopolitical risks, as it maintains a balance between China and the US without territorial disputes or internal conflict risks [8]. - The Malaysian government has implemented favorable foreign investment policies, including the National Industry 4.0 Policy, National Automotive Policy (NAP 2020), and Low Carbon Mobility Blueprint (LCMB 2021-2030), which support the upgrade and green transformation of industries [9]. - With over 60 ports and proximity to the Strait of Malacca, Malaysia offers lower shipping costs and easier access to global markets for local products [10]. Group 2: Market Potential in Southeast Asia - Southeast Asia is rich in key mineral resources for lithium battery production, such as nickel and cobalt, with Indonesia being a significant player attracting investments from companies like Huayou Cobalt and Greeenmei [6]. - The electric two-wheeler market in Southeast Asia is projected to grow at a CAGR of 13.09% from 2025 to 2029, with expectations to account for 30% of the global two-wheeler market by 2030 [7]. - Chinese companies like EVE Energy, Zhuhai Guanyu, and others are establishing production capacities in Malaysia, focusing on cylindrical batteries for the two-wheeler market, with a combined annual production capacity exceeding 1 billion units [7].
9家中国锂电企业落子马来西亚
高工锂电· 2025-04-24 10:33
6月会议预告 2025高工钠电 产业峰会 主办单位: 高工钠电、高工产业研究院(GGII) 总冠名: 众钠能源 会议时间: 6月9日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 2025高工固态电池 技术与应用峰会 主办单位: 高工锂电、高工储能、高工产业研究院(GGII) 总冠名: 利元亨 会议时间: 6月10日 会议地点: 苏州香格里拉大酒店(苏州虎丘区塔园路168号) 近年来,中国锂电产业链企业已有不少选择将马来西亚作为出海战略地。电池企业包括,亿纬锂能、珠海冠宇、蔚蓝锂芯、海四达;材料企业则包括 新宙邦、星源材质、恩捷股份、科达利、尚太科技。 而回顾锂电产业出海潮,东南亚一贯受到锂电产业重视,且通常被作为整体探讨。 一方面,东南亚具备丰富的矿产资源。镍、钴两大锂电池生产关键矿产资源丰富,马来西亚邻国印尼,更是作为矿产大户,吸引了华友钴业、格林美 前去建厂,进行本土化生产。 另一方面,东南亚整体具备电动化市场空间,并且表现出以两轮车为主的特点。多数 东南亚国家 的 公共交通体系不算发达,公路覆盖比例较低, 两轮车的灵活性与低成本能解决更多东南亚民众的出行痛点。并且印尼、越南、泰国、菲律宾 ...