120余位中外嘉宾齐聚江西新余,探寻文明传承与互鉴,畅谈未来锂产业发展。
10月7日至9日,明德战略对话(2026)“天工开物 链接全球”——新余产业高质量发展对话在江西新余举行。中外120余位嘉宾参会,探讨新余锂产业全链条发展及全球绿色能源转型。
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江西新余依托60年工业基础,已建成覆盖锂矿采选、锂盐制备、电池制造及梯次回收利用的全产业链。
中新网新余10月9日电 (王剑)10月7日至9日,明德战略对话(2026)“天工开物 链接全球”——新余产业高质量发展对话在江西新余举行。包括来自美国、英国、加拿大、澳大利亚、新西兰等多国13位国际战略学术界知名人士在内的120余位嘉宾,在此间探寻“天工开物”的文明传承与互鉴,畅谈未来锂产业发展。
10月8日,明德战略对话(2026)“天工开物链接全球——新余产业高质量发展对话”开幕式举行。王剑 摄
新余因钢设市、因工兴市。经过60年深耕,目前,新余锂盐年产能超30万吨,氢氧化锂出口占国际市场份额超五成,锂电池年产能超45GWh,集聚赣锋、中矿、汇亿、智锂等79家锂电上下游企业,基本打通“锂矿采选、锂盐制备、电池制造、梯次回收利用”全产业链。
2026年1月至8月,新余全市锂盐产量15.9万吨、增长6.2%,锂电池产量31.4GWh、增长49.7%;锂电新能源产业实现营收373.1亿元、增长90.2%,利润总额50.8亿元、增长8.4倍,全年产业规模预计突破550亿元。
“2026年,国内锂电池产业规模持续扩张,动力电池、储能电池产能、产量稳居全球首位。”中国电池工业协会副理事长朱龙翔8日在新余表示,当前,锂电应用正加快向国民经济各领域拓展。在新能源汽车领域,动力电池持续迭代升级,支撑交通电动化提速;在新型电力系统建设中,储能电池成为促进风光消纳、服务电网调峰的重要载体;在工业装备、消费电子和特种应用等场景,锂电产品应用边界不断延伸,为各行业绿色转型提供有力支撑。
“全球经济指标”分析平台创始人、国际关系专家瑞恩·铂金斯在新余参观科技企业后表示,中国能够帮助许多全球南方国家实现电气化。中国正在为世界提供向更可持续能源转型所需的资源,帮助还没有完善能源网络的国家建设网络,从而减少对日益不稳定的全球能源市场的依赖。
图为赣锋锂业自动化生产线。赣锋锂业供图
中南大学冶金与环境学院教授刘芳洋8日接受中新网采访时表示,从产业竞争的角度看,全固态电池是当前各地布局争夺的焦点。经过近几年的技术比较与产业筛选,硫化物路线在离子电导率和量产工艺适配性方面表现最优。赣锋锂业宣布硫化锂实现规模化量产,并成为业内少数打通全链条的企业。这意味着,在新一轮产业竞争中,新余已经卡住了固态电池产业链最关键的一环。
10月8日,中国经济信息社在新余发布世界锂电产业绿色影响力指数。指数结果显示,安托法加斯塔、常州、宁德、珀斯、深圳、新余、宜宾、宜春(排名不分先后)等城市跻身全球锂电产业绿色发展第一方阵,均展现出全链协同、特定环节表现突出的发展特质。
AI outlook — possibilities, not facts
新余全年锂电新能源产业规模预计突破550亿元
Likely · Within months

China's housing market crisis has entered its sixth year. Although the government has introduced measures such as mortgage subsidies and capital injections into state-owned banks, analysts believe that these "patch-up" policies are insufficient to reverse economic weakness and deflationary pressures. This shows that Xi Jinping's government has placed its strategic focus on cutting-edge technology and industrial dominance.
China issued the "Opinions on Developing New Productivity Productivity" to clearly strengthen the dominant position of enterprises in scientific and technological innovation. Officials emphasize the decisive role of enterprises in market allocation of resources and propose to promote enterprises' in-depth participation in full-process innovation from decision-making to achievement transformation through fiscal, taxation, financial and policy support.

Due to tight public finances, China's tax authorities are pursuing large-scale tax collections on the overseas assets of wealthy individuals. At the same time, German Chancellor Mertz advocated that the EU take a tougher stance in trade conflicts, marking a fundamental shift in Germany's China policy.

Chinese Minister of Commerce Wang Wentao and European Commissioner Sefcovic held a regular meeting of the China-EU Trade and Investment Consultation Mechanism in Beijing. The two sides reached an understanding on hybrid vehicle trade, agreed to continue the review of countervailing price commitments for electric vehicles, and promised to provide approval convenience for the export of rare earths and dual-use items.
The China Securities Regulatory Commission released the "Measures for the Operation and Management of Publicly Offered Securities Investment Funds" and the draft supporting rules on October 9, aiming to improve the supervision of fund investment operations, support the development of equity funds, and improve operational flexibility to adapt to the changes in the public fund industry in the past decade.

In response to the United States convening 14 economies to issue a joint statement to deal with the so-called "overcapacity", China's Ministry of Commerce responded that China opposes trade protectionism in the name of overcapacity and warned that if measures are taken in the future that harm China's interests, China will make necessary responses.