CACR-SR15SZ1SDY214 

CACR-SR15SZ1SDY214國內鋰電池企業(yè)擴產快馬加鞭，上游材料企業(yè)瞄準紅利市場也加快出擊。

據(jù)高工鋰電不完全統(tǒng)計，2021年2月，國內鋰電池產業(yè)鏈投擴產項目達15起，其中動力電池8起，上游材料7起，涉及投擴產金額達1037億元。

具體來看，2月份投擴產項目有以下特點：

1、頭部動力電池企業(yè)擴產提速。2月動力電池擴產主力軍仍然集中在頭部企業(yè)，包括寧德時代、中航鋰電、蜂巢能源、億緯鋰能、時代上汽均傳來擴產消息等。即便是在春節(jié)期間，動力電池企業(yè)規(guī)劃開工、加班的消息也不曾間斷。

2、3C龍頭鋰電池龍頭密集擴產。來自小動力、電動工具、TWS藍牙耳機、智能穿戴、智能音箱、、無人機等新興消費類電子產品需求日益擴大，3C龍頭鋰電池龍頭擴產步伐也在加快。

3、上游材料企業(yè)瞄準紅利市場加快出擊。相比于1月材料擴產項目以正極材料為主（詳情點擊：鋰電產業(yè)鏈1月份投擴產追蹤），2月材料擴產項目集中瞄準產能緊缺的碳酸鋰、電解液、結構件、銅箔、添加劑、磷酸鐵鋰等。

4、產業(yè)投資回歸理性。動力電池產業(yè)鏈擴張以增大體量、增強核心競爭力或橫向產業(yè)鏈條投資延伸為主，擴產以客戶深度綁定、市場確定性為前提，跨界入局的豪擲擴產規(guī)劃快速受到質疑。

以下為高工鋰電梳理的2月鋰電池產業(yè)鏈投擴產情況：

鋰電池

中航鋰電

2月7日，中航鋰電江蘇二期JSA3項目模組廠房成功封頂。2月26日，中航鋰電江蘇三期項目正式開工。值得一提的是，1月18日，中航鋰電江蘇四期項目與常州金壇區(qū)簽約，規(guī)劃建設年產能25GWh。江蘇三、四期項目追加投資達235億元。

寧德時代

2月14日，寧德時代肇慶動力及儲能電池項目（一期）開始分階段、分批次開工。首期規(guī)劃建設產能25GWh，投資120億元。力爭2030年底前在廣東規(guī)劃建設150GWh鋰電池產能及相關配套產業(yè)，帶動形成新能源全產業(yè)鏈的萬億級產業(yè)集群。

時代上汽

2月26日，寧德時代宣布擬通過控股子公司時代上汽擴建時代上汽動力電池生產線擴建項目，投資105億元，項目分兩期建設。

時代上汽動力電池項目于2017年6月在溧陽開工，兩期項目規(guī)劃建設動力電池總產能36GWh。疊加本次擴產產能，時代上汽對應產能測算約70GWh。

CACR-SR15SZ1SDY214
1785-L40B ALLEN BRADLEY
One-day shipping available

ALLEN BRADLEY AC DRIVE 1336T-B075AAGT0 ***NEW***

9173 NEW Allen-Bradley 2711E-T14C6 PanelView 1400e

9548 NEW Allen-Bradley 2711E-T14C6 PanelView 1400e

1784-T30C ALLEN BRADLEY
One-day shipping available

ALLEN BRADLEY 2711-K10C10 USPP 2711K10C10

ALLEN BRADLEY 2711-K10C15L1 USPP 2711K10C15L1

ALLEN BRADLEY 2711-T12C6 USPP 2711T12C6

Allen-Bradley 8720SM-030S4JAS1 30kW AC Servo Motor 8720

NEW Sealed Allen Bradley 2711P-B10C4D6 2711PB10C4D6
One-day shipping available

Enlarge
USED Allen Bradley 2711P-T12C6D2 PanelView Plus 1250
Expedited shipping available

USED Allen Bradley 2711P-T12C6D2 PanelView Plus 1250 B
Expedited shipping available

Allen Bradley 2711-T10C20/D PanelView 2711T10C20/D
One-day shipping available

ALLEN BRADLEY PANELVIEW TOUCH DISPLAY 2711P-RDT1C NEW

1785-L40E/E Allen Bradley EtherNet PLC 1785L40E N984
One-day shipping available

1785-L40E/E Allen Bradley EtherNet PLC 1785L40E N978
One-day shipping available

ALLEN BRADLEY 1756-L53 USPP 1756L53

Allen Bradley 2711-T10C8 /E | PanelView 1000 

Allen Bradley 2711-K10C8 /F | PanelView 1000 *LNC*

NEW Allen Bradley 1785-L40E /E 1785L40E Processor
One-day shipping available

ALLEN BRADLEY 505-EOD-7 USPP 505EOD7

ALLEN BRADLEY 6182-CGCZZC NSFP 6182CGCZZC

ALLEN BRADLEY 2711P-T12C15A1 USPP 2711PT12C15A1

ALLEN BRADLEY 1326AB-B740C-21-K7 USPP 1326ABB740C21K7

ALLEN BRADLEY 1326AB-C2E-11-A7 USPP 1326ABC2E11A7

ALLEN BRADLEY 500-FOD-930 NSFP 500FOD930

Allen Bradley 2711P-T12C4D2 | Panelview Plus *REM*

ALLEN BRADLEY 2711-K10C15 USPP 2711K10C15

10213 NEW Allen-Bradley 150-B97NBD Motor Controller

13365-EN5 ALLEN BRADLEY
One-day shipping available

1326AB-C3E-11-A7-C5 ALLEN BRADLEY

ALLEN BRADLEY 1397-B015R-HA2 USPP 1397B015RHA2

ALLEN BRADLEY 1771-HS3A USPP 1771HS3A

ALLEN BRADLEY 8600-2289S USPP 86002289S

ALLEN BRADLEY 2711P-T15C6B2 USPP 2711PT15C6B2

ALLEN BRADLEY 2760-RB -NEW- 2760RB

ALLEN BRADLEY 1784-T47U USPP 1784T47U

ALLEN BRADLEY 1784-T47 USPP 1784T47

Allen Bradley compact I/O PLC MICROLOGIX 1764-28BXB 

ALLEN BRADLEY 6181F-17TPXPH USPP 6181F17TPXPH

ALLEN BRADLEY 2711-T10C9L1 USPP 2711T10C9L1

ALLEN BRADLEY 1772-LP3D4 USPP 1772LP3D4

ALLEN BRADLEY 1747-OCEDEBA USPP 1747OCEDEBA

ALLEN BRADLEY 1391-DES15-DI USPP 1391DES15DI

ALLEN BRADLEY 8520-S5 USPP 8520S5




ALLEN BRADLEY 2711-T10C3 USPP 2711T10C3

Allen Bradley PLC 2711P-T10C4D2 OPERATOR INTERFACE

ALLEN BRADLEY 6181-ACBBBBZZZ NSFP 6181ACBBBBZZZ

ALLEN BRADLEY 4100-232-R USED 4100232R 2 AXIS CONTROL

ALLEN BRADLEY 86002250B NSFP 86002250B

ALLEN BRADLEY 1394-SJT10-A SERVO AMPLIFIER MODULE NEW

ALLEN BRADLEY 1391B-AA45N AC SERVO CONTROLLER **XLNT**

505-DOD Allen-Bradley Size 3 Starter System w/ Acc!
In EXCELLENT condition! Click for pics!

ALLEN-BRADLEY INTEGRATED MODULE KINETIX6000

Allen Bradley 2711P-T10C4A2 | Panelview Plus *REM*

Allen Bradley 1756-L62 /B | ControlLogix CPU *NNB*

ALLEN BRADLEY 512-CSB-25 NSFP 512CSB25

Allen Bradley 2711-T10C3 /E | PanelView 1000 

Allen Bradley Servo Drive Motor Model 8720SM-037S4KAS3

(NEW) Allen Bradley 1336F-B050-AA-GM1-L5, 50hp drive

Allen Bradley 2711P-T12C4D1 | PanelView Plus *REM*

ALLEN BRADLEY 1756-DMA31 NSFP 1756DMA31

ALLEN BRADLEY 1326AB-B720E-S2K7L NSPP 1326ABB720ES2K7L

2711-KA1X ALLEN BRADLEY PANELVIEW TERMINAL*1YR.WRTY*
One-day shipping available

ALLEN BRADLEY 2711-T10C20 USPP 2711T10C20

*FS* Allen Bradley 2711P-B10C4D1 /A PanelView Plus 1000
60 DAYS WARRANTY!!! PKG DATE 04/21/2010
One-day shipping available

*NEW* Allen Bradley 6181P-15TPXP E VersaView 1500P 2009
60 DAYS WARRNTY! VersaView 1500P 15" w/ 2GB DDR2 RAM
One-day shipping available

*FS* Allen Bradley 2711P-T10C4D2 /A PanelView Plus 1000
60 DAYS WARRANTY!!! PKG DATE 09/30/2010
One-day shipping available

ALLEN BRADLEY 1756-L1 NSFP 1756L1

ALLEN BRADLEY 1756-L1M2 NSFP 1756L1M2

ALLEN BRADLEY 1756-L55M13 -FS- 1756L55M13

1336QOUTSP18A NEW ALLEN BRADLEY 1336 QOUT SP18A
One-day shipping available

ALLEN BRADLEY 1336-B020-EAE-FA2-L3 USPP 1336B020EAEFA2L

ALLEN BRADLEY 705-EOA23 USPP 705EOA23

ALLEN BRADLEY *C* IMCS 2 Axis Motion Controller

ALLEN BRADLEY 1770-FEC NSPP 1770FEC

ALLEN BRADLEY 1756-L55M12 NSFP 1756L55M12

ALLEN BRADLEY 150-B97NBD USPP 150B97NBD

ALLEN BRADLEY 5150-MRS NSFP 5150MRS

ALLEN BRADLEY 1756-L61 USPP 1756L61

AB(ALLEN BRADLEY) CAT. 1336-BO30-EOF-L1 3 PH. AC DRIVE 

ALLEN BRADLEY SERVO DRIVE 1336-B003-EDD-L3

ALLEN-BRADLEY 1775-P3 POWER SUPPLY MUILTI-OUTPUT

ALLEN BRADLEY 1326AB-A3E-11 SERVO MOTOR 1326ABA3E11 NIB
Expedited shipping available

ALLEN BRADLEY 2711-K10C3 USPP 2711K10C3

ALLEN BRADLEY 1756-M2 NSFP 1756M2

NEW NO BOX ALLEN-BRADLEY 2711-T14C14/B 2711T14C14 SER B
One-day shipping available

ALLEN BRADLEY 8600-2214-H-OA USPP 86002214HOA

Allen Bradley 2711E-K14C6

ALLEN BRADLEY 1756-L62 -NEW- 1756L62

Allen Bradley 1785-L40E /E PLC-5/40E EtherNet Processor
60 DAYS WARRANTY! PLC-5/40E Controller REV V03 F/W G
One-day shipping available

ALLEN BRADLEY 505-EOA USPP 505EOA