2026-10-12 19:22:08
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The deep integration of China's nickel cobalt smelting equipment industry and new energy industry has formed a collaborative system with 'overseas resource guarantee+domestic high-end smelting+green intelligent upgrading' as the core. At the technical level, the high-pressure acid leaching (HPAL) wet smelting and OESBF pyrometallurgical process led by Chinese enterprises have achieved global leadership, with carbon emissions per ton of nickel below 10 tons, becoming a low-carbon benchmark; Jinchuan Group, Huayou Cobalt and other enterprises have built 5G smart mines and fully automated nickel electroplating production lines, with a localization rate of over 90% and a leading level of intelligence in the world. At the policy level, nickel and cobalt are listed as key strategic metals in the 14th Five Year Plan, promoting resource security and intelligent manufacturing. The cobalt quota system in the Democratic Republic of Congo and export controls in Indonesia are forcing China to strengthen its independent supply chain. In terms of industrial collaboration, companies such as Huayou, Zhongwei, and Greenmei have deeply linked with leading battery manufacturers such as CATL and Tesla, building a dual track supply system of 'primary minerals+recycling'. In 2024, refined nickel production increased by 36.47% year-on-year, and cobalt salt production increased by 5.22%. The green transformation has achieved significant results, with Jinchang and other places realizing 100% resource utilization of smelting slag, and technologies such as tailings backfilling, oxygen enriched side blowing smelting, and hazardous waste extraction of platinum group metals promoting a circular economy output value exceeding 10 billion yuan, completely reshaping the traditional smelting industry.