硫酸镍作为镍产业链中至关重要的一环，是支撑我国新能源汽车动力电池、电镀等领域发展的核心原料，其原料生产、冶炼加工、回收利用等技术发展方向和行业发展趋势都备受关注。本文梳理了我国硫酸镍产业的发展动态，总结了我国硫酸镍产量、技术等发展现状，分析了我国硫酸镍产业面临的主要问题及其发展趋势，认为我国硫酸镍发展面临的问题主要来自于原料供应紧张、碳排放强度高、回收体系不完善等。在此基础上，提出了面向2035 年的发展思路和发展目标，从注重供应体系的建立，促进多样化原料供应；促进技术创新，降低生产成本减少供应压力；加快发展再生镍行业，提高再生镍用量；加快推进我国企业国际化、产业一体化进程，提升核心竞争力等方面提出对策建议。期望以需求为导向，通过硫酸镍生产技术、原料供应、回收利用等体系的完善，促进我国硫酸镍产业持续健康发展。

Nickel sulfate—a crucial component of the nickel industry chain—is the core raw material that supports the development of new energy vehicle power batteries, electroplating, and other fields in China. Its industry development trends and technological development directions regarding raw material production, smelting, processing, and recycling have attracted much attention. In this paper, we summarize the current status of nickel sulfate production and technology in China, and analyze the major problems faced by China’s nickel sulfate industry, including inadequate supply of raw materials, high carbon emission intensity, and a deficient recycling system. Moreover, we analyze the development trends and propose the development ideas and goals for the industry by 2035. Furthermore, we propose the following countermeasures for promoting the sustainable development of the industry: (1) establishing an efficient supply system to promote the diversified supply of raw materials; (2) encouraging technological innovation to reduce production costs and supply pressure; (3) accelerating the development of the regenerated nickel industry to promote the consumption of regenerated nickel; and (4) accelerating the internationalization and industrial integration of Chinese enterprises to enhance their core competitiveness.