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印尼镍业巨头 Vale Indonesia 深入布局电池级镍业务

全球第二大镍矿商投资90亿美元生产电动汽车电池材料，尽管铁基电池包已成主流

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Elisa Valenta

Elisa Valenta

Published Mon, Feb 16, 2026 · 09:33 AM
    • Vale Indonesia 是该国运营历史最悠久的矿业公司之一。
    • Vale Indonesia 是该国运营历史最悠久的矿业公司之一。 图片来源：ELISA VALENTA, BT

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    [南苏拉威西] 镍业巨头 Vale Indonesia 正在推进一项价值数十亿美元的战略转型，大举进军电池级镍领域。该公司押注，尽管磷酸铁锂（LFP）电池在全球范围内日益普及，但市场对镍基电动汽车（EV）电池的需求仍将保持韧性。

    副总裁董事 Abu Ashar 在接受《商业时报》采访时表示，该战略反映了公司的观点，即富镍电池因其更高的能量密度而备受青睐，将继续与磷酸铁锂电池共存，尤其是在高性能汽车领域。

    他表示：“我们乐观地认为，凭借其耐用性和更长的循环寿命，镍基电池的需求将持续存在。”他还补充说，包括中国汽车制造商比亚迪（BYD）在内的几家主要制造商，在采用磷酸铁锂电池的同时，也继续使用镍基电池。

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