8万吨！比亚迪锁定大单！

储能产业网2025-12-08

12月4日晚间，兴发集团发布公告，全资子公司湖北兴顺新材料有限公司与青海弗迪实业有限公司签署《磷酸铁锂委托加工协议》，青海弗迪将委托兴顺新材料加工生产8万吨/年磷酸铁锂产品，并支付加工费。协议期限2年，经双方协商一致，可自动续约1年。股权结构显示，青海弗迪由弗迪电池有限公司100%持股，系比亚迪全资孙公司。兴发集团主营精细磷化工业务，主营产品包括磷矿石、特种化学品、农药产品、有机硅系列产品、肥料等...

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BYD locks in big orders!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"HYDD.SI":0.6,"002594":1.95,"01211":1.95,"BYDDY":1.95},"content_text":"12月4日晚间，兴发集团发布公告，全资子公司湖北兴顺新材料有限公司与青海弗迪实业有限公司签署《磷酸铁锂委托加工协议》，青海弗迪将委托兴顺新材料加工生产8万吨/年磷酸铁锂产品，并支付加工费。协议期限2年，经双方协商一致，可自动续约1年。股权结构显示，青海弗迪由弗迪电池有限公司100%持股，系比亚迪全资孙公司。兴发集团主营精细磷化工业务，主营产品包括磷矿石、特种化学品、农药产品、有机硅系列产品、肥料等。近年来，公司依托资源优势，切入新能源产业，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。不过，目前兴发集团新能源业务占比不高，2025年1—9月该板块营收占公司总收入比重约为3%。本次青海弗迪委托公司加工的磷酸铁锂产能为8万吨/年，相当于包揽了公司已建成的磷酸铁锂产线。兴发集团表示，本次代加工协议的签署有利于充分释放公司产能。作为全球动力电池及储能龙头，比亚迪2025年电池产能预计达655GWh，未来1-2年或提升至810GWh，并加速欧洲本地化生产（匈牙利、土耳其建厂）。2025年1-11月，其动储累计装机258.28GWh，同比增长50.9%，其中11月单月装机27.67GWh，创历史次高。需求端，比亚迪动力电池外供加速，储能订单超30GWh，2025年上半年全球储能锂电池出货量达315.8GWh，同比增长98%，位列行业前四。值得注意的是，2025年，国内外储能及动力电池需求激增，磷酸铁锂供不应求，头部企业纷纷锁定产能。除比亚迪外，宁德时代、亿纬锂能、欣旺达、楚能新能源等都已锁定长单，天赐材料、龙蟠科技、湖南裕能、丰元股份等企业成为核心供应商。这一切的背后或是受碳酸锂价格反弹及旺季需求推动，截至2025年12月1日，动力型磷酸铁锂现货价格已攀升至39485元/吨，中高端储能用磷酸铁锂均价也达到37930元/吨，两类产品价格均较上一交易日上涨154元/吨，延续了自11月以来的持续上行趋势，消息面上，多家磷酸铁锂上市公司已提出涨价诉求。据业内人士表示：\"这实际上是行业对价格回温的预期反应。\"在原料波动频繁的时代，谁能率先先锁定成本与客户，谁就拥有了利润的确定性。当下的电池和材料企业，都面临着现金流和成本的双重压力，价格预期的不确定性就像一颗定时炸弹，随时可能带来利润的大幅波动。通过签订长单，提前锁定核心原料的价格区间，企业不仅能在财务上实现成本的平滑过渡，还能在激烈的价格战中，稳稳地保持产品定价的优势。当前在材料端与产能端同步推进的背景下，头部储能企业正逐步构建起更稳健的供应体系。","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2589859388","isCrawlerRequest":true}