兴发集团8万吨磷酸铁锂产能“全量”绑定比亚迪，新能源转型获关键背书

千涂在线12-07 08:00

一份为期两年的委托加工协议，让一家传统磷化工巨头的新能源业务线获得了从产能到技术的全方位保障，也揭示了头部电池厂商对核心材料供应安全的焦虑。2025年12月4日，湖北兴发化工集团股份有限公司发布公告，其全资子公司湖北兴顺新材料有限公司与比亚迪旗下青海弗迪实业有限公司签署《磷酸铁锂委托加工协议》。根据协议，青海弗迪将委托兴顺新材料加工生产8万吨/年的磷酸铁锂产品。这份协议对兴发集团意义非凡——8万吨...

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endorsements","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"600141":1.96,"BYDDY":1.93,"HYDD.SI":0.6,"002594":1.93,"01211":1.93},"content_text":"一份为期两年的委托加工协议，让一家传统磷化工巨头的新能源业务线获得了从产能到技术的全方位保障，也揭示了头部电池厂商对核心材料供应安全的焦虑。2025年12月4日，湖北兴发化工集团股份有限公司发布公告，其全资子公司湖北兴顺新材料有限公司与比亚迪旗下青海弗迪实业有限公司签署《磷酸铁锂委托加工协议》。根据协议，青海弗迪将委托兴顺新材料加工生产8万吨/年的磷酸铁锂产品。这份协议对兴发集团意义非凡——8万吨/年，恰好与其已建成的磷酸铁锂产线总产能完全一致。这意味着，在未来的至少两年内，公司该板块的全部产能已提前被行业巨头比亚迪锁定，实现了“全量绑定”和满产预期。01 协议核心：深度绑定的“比亚迪模式”此次合作并非简单的采购订单，而是一种深度绑定的委托加工模式，比亚迪在其中扮演了主导角色。合作分工明确比亚迪（青海弗迪）提供：核心原料碳酸锂和添加剂，并提供生产所需的技术指导。兴发集团（兴顺新材料）提供：其他原材料（如磷酸铁）、生产设备、场地及人员，负责将原料加工成合格的磷酸铁锂产品。协议期限灵活协议基本期限为2年，从2025年12月4日至2027年12月4日。合同到期后，比亚迪享有优先续约权，双方协商一致可自动续约1年。这为双方建立长期稳定的合作关系奠定了基础。02 转型之路：从磷化工龙头到新能源“加工厂”兴发集团是我国精细磷化工行业的龙头企业，主营磷矿石、肥料、有机硅等产品。近年来，公司依托自身的磷资源禀赋，顺势切入新能源赛道。公司已陆续建成10万吨/年磷酸铁、8万吨/年磷酸铁锂、10万吨/年磷酸二氢锂项目。然而，在2025年前三季度，其新能源板块收入占公司总收入比重仍仅有约3%。此次获得比亚迪的大额订单，被公司视为对自身磷酸铁锂生产技术和产品质量的“高度认可”。这不仅有望立即充分释放产能、对业绩产生积极影响，更被视为积累经验、拓展客户资源、提升市场地位的关键一步。03 行业背景：储能爆发催生材料“锁量”大战兴发集团与比亚迪的深度合作，发生在全球储能市场爆发的宏大背景之下。储能，已成为驱动锂电材料需求的核心增长极。需求端井喷2025年前三季度，我国储能锂电池出货量已达430GWh，超过2024年全年总量-2。头部电池企业普遍处于满产状态，订单排期紧张。磷酸铁锂电池因安全性高、成本低，在新型储能中的装机占比超过97%。供应链焦虑需求的激增导致上游材料出现“一芯难求”的局面。对于比亚迪这样的头部厂商，保障核心正极材料——磷酸铁锂的稳定供应，已成为战略要务。通过委托加工锁定兴发集团的全年产能，正是其强化供应链控制力的体现。市场分析指出，在储能需求持续和动力电池稳步增长的共振下，锂电材料产业有望迎来大周期拐点。04 战略雄心：不止于加工，全面布局新能源版图绑定比亚迪，只是兴发集团新能源野心的起点。公司正围绕磷资源，构建一条更具竞争力的新能源产业链。持续扩产公司磷酸铁产品目前已实现满产满销，并计划在2026年年初及年中，分别新增5万吨及10万吨磷酸铁产能。向上游延伸近期，公司计划收购参股公司湖北磷氟锂业的股权，实现控股后，将拥有年产10万吨电池级磷酸二氢锂及1万吨电池级磷酸铁锂的产能。瞄准未来技术在下一代固态电池领域，兴发集团的固态电解质已完成小试工艺开发，并正在建设年产1万吨电池级五硫化二磷的产能，计划于2026年7月投产。从提供磷矿石到加工磷酸铁锂，兴发集团的转型路径清晰可见。而比亚迪以技术和核心原料“入股”，锁定一家上游巨头的全部产能，则映射出在能源变革的确定性趋势下，产业链的竞合关系正在被重塑。这份协议不仅为兴发集团的新能源业务装上了确定性的“推进器”，也为观察中国锂电产业从粗放扩张迈向精细化、一体化协作的新阶段，提供了一个鲜活样本。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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