天(tian)能股(gu)份近(jin)日(ri)接(jie)受(shou)機構調研(yan)時表(biao)示，未(wei)來鋰(li)電產(chan)能將持續增加，其中(zhong)60%-80%將用(yong)于儲能業務，剩(sheng)余(yu)產(chan)能用(yong)于電動輕型(xing)車(che)業務以及(ji)電動工(gong)具、電動智能家電、3C業務。此外，產(chan)能建設(she)進(jin)展(zhan)十分順利，預計今年新增的(de)4GWh產(chan)能將在(zai)11月底12月初建成投(tou)產(chan)。

天(tian)能股份目前(qian)擁有(you)鋰電(dian)產能總計3GWh，其中 2GWh 三元(yuan)，主要用于 電(dian)動二(er)輪(lun)車、電(dian)動工具(ju)、3C 業務；1GWh 磷(lin)酸鐵(tie)鋰，主要用于儲能 業務。今年在建產能技術(shu)(shu)路線為(wei)磷(lin)酸鐵(tie)鋰。未來，天(tian)能股份會將一部分輕(qing)型動力電(dian)池轉為(wei)磷(lin)酸鐵(tie)鋰技術(shu)(shu)路線，以此實現成本的優化(hua)以及 盈利水平的提升。

大(da)儲(chu)(chu)方(fang)面，天(tian)(tian)(tian)能(neng)股(gu)(gu)份(fen)與(yu)華能(neng)、國(guo)(guo)網、大(da)唐(tang)等(deng)企業開(kai)(kai)展(zhan)戰(zhan)略合作(zuo)，進行大(da)型儲(chu)(chu)能(neng)示(shi)范(fan)項目的(de)建設和(he)推廣。工商業儲(chu)(chu)能(neng)方(fang)面，天(tian)(tian)(tian)能(neng)股(gu)(gu)份(fen)在(zai)全國(guo)(guo)各(ge)生產基(ji)地進行光儲(chu)(chu)一體化電(dian)站的(de)試(shi)點示(shi)范(fan)，并且借助(zhu)大(da)儲(chu)(chu)的(de)示(shi)范(fan)效應，帶(dai)動周邊(bian)工業園區的(de)工商業儲(chu)(chu)能(neng)的(de)需(xu)求。海外儲(chu)(chu)能(neng)方(fang)面，天(tian)(tian)(tian)能(neng)股(gu)(gu)份(fen)主(zhu)要(yao)與(yu)帥(shuai)福得(de)展(zhan)開(kai)(kai)合作(zuo)，在(zai)天(tian)(tian)(tian)能(neng)股(gu)(gu)份(fen)產能(neng)滿(man)足的(de)前提下，帥(shuai)福得(de)在(zai)中國(guo)(guo)國(guo)(guo)內市場優(you)先采購天(tian)(tian)(tian)能(neng)股(gu)(gu)份(fen)產品。截至(zhi)目前，天(tian)(tian)(tian)能(neng)股(gu)(gu)份(fen)與(yu)帥(shuai)福得(de)的(de)合作(zuo)進展(zhan)十分(fen)順利。

鋰(li)電(dian)業務(wu)方面，天能(neng)股份(fen)依托(tuo)于帥福(fu)得在(zai)海外(wai)(wai)市(shi)場的(de)(de)渠(qu)道(dao)，積極進(jin)行(xing)(xing)鋰(li)電(dian)儲能(neng)業務(wu)的(de)(de)拓展(zhan)。此(ci)外(wai)(wai)，天能(neng)股份(fen)已在(zai)海外(wai)(wai)布(bu)局(ju)多處(chu)辦事處(chu)，進(jin)行(xing)(xing)電(dian)池(chi)(chi)的(de)(de)售(shou)后服務(wu)工(gong)作，同時也為(wei)海外(wai)(wai)市(shi)場渠(qu)道(dao)的(de)(de)開拓打下基(ji)礎(chu)。鉛(qian)(qian)酸(suan)業務(wu)方面，天能(neng)股份(fen)認(ren)為(wei)鉛(qian)(qian)酸(suan)電(dian)池(chi)(chi)海外(wai)(wai)市(shi)場空間十分(fen)廣闊，隨著東南亞、非洲(zhou)等地區的(de)(de)電(dian)力(li)、通(tong)訊、道(dao)路等基(ji)礎(chu)設施(shi)的(de)(de)不(bu)斷完善(shan)，其對電(dian)動(dong)輕型車的(de)(de)需求也逐步顯現。天能(neng)股份(fen)目前正在(zai)考察和研判海外(wai)(wai)鉛(qian)(qian)酸(suan)電(dian)池(chi)(chi)市(shi)場，并進(jin)行(xing)(xing)海外(wai)(wai)業務(wu)的(de)(de)布(bu)局(ju)和規(gui)劃(hua)。

鈉(na)(na)(na)離(li)子電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)業(ye)務(wu)(wu)方面(mian)，天能(neng)股份表示(shi)，已成立鈉(na)(na)(na)電(dian)(dian)(dian)(dian)獨立運營公司，并組(zu)建專業(ye)技術團隊，支(zhi)持鈉(na)(na)(na)電(dian)(dian)(dian)(dian)業(ye)務(wu)(wu)的(de)(de)(de)發展。但是(shi)由于(yu)目前(qian)(qian)建設鈉(na)(na)(na)電(dian)(dian)(dian)(dian)生產線的(de)(de)(de)資本開(kai)支(zhi)較大，且(qie)供應鏈尚(shang)不成熟，制約了其規模(mo)化生產的(de)(de)(de)進程，鈉(na)(na)(na)電(dian)(dian)(dian)(dian)產業(ye)化需要全(quan)行業(ye)共同推動。 在電(dian)(dian)(dian)(dian)動二(er)(er)輪(lun)(lun)車(che)領域，天能(neng)股份認(ren)為(wei)鉛(qian)酸電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)將長期占據主流地(di)位。 鉛(qian)酸電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)在電(dian)(dian)(dian)(dian)動二(er)(er)輪(lun)(lun)車(che)領域確(que)實具(ju)備一(yi)(yi)定優勢，鉛(qian)酸電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)的(de)(de)(de)性價 和(he)安全(quan)性均(jun)優于(yu)鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)。并且(qie)，鉛(qian)酸電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)的(de)(de)(de)售后體驗也優于(yu)鋰(li)電(dian)(dian)(dian)(dian) 池(chi)(chi)(chi)，目前(qian)(qian)鉛(qian)酸電(dian)(dian)(dian)(dian)動二(er)(er)輪(lun)(lun)車(che)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)的(de)(de)(de)更換(huan)(huan)可(ke)以做(zuo)到隨換(huan)(huan)隨走，而(er)鋰(li)電(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian) 動二(er)(er)輪(lun)(lun)車(che)很難(nan)做(zuo)到。此(ci)外(wai)，由于(yu)電(dian)(dian)(dian)(dian)動二(er)(er)輪(lun)(lun)車(che)的(de)(de)(de)使用工況(kuang)較新能(neng)源汽 車(che)而(er)言較為(wei)惡劣，鉛(qian)酸電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)較鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)更不易損壞。鈉(na)(na)(na)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)目前(qian)(qian)同樣 擁有鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)的(de)(de)(de)痛(tong)點，若(ruo)鈉(na)(na)(na)電(dian)(dian)(dian)(dian)產業(ye)未(wei)來實現規模(mo)化生產，有可(ke)能(neng)替代(dai) 一(yi)(yi)部分(fen)面(mian)向高端(duan)市場的(de)(de)(de)鋰(li)電(dian)(dian)(dian)(dian)電(dian)(dian)(dian)(dian)動二(er)(er)輪(lun)(lun)車(che)，而(er)不會向下替代(dai)鉛(qian)酸電(dian)(dian)(dian)(dian) 動二(er)(er)輪(lun)(lun)車(che)。