基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

《有色金属行业稳增长工作方案（2025—2026年）》解读

2025-09-30 09:36:59 来源：北方有色网责任编辑：潘利军

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9月28日，工业和信息化部、自然资源部、商务部等八部门联合印发《有色金属行业稳增长工作方案（2025—2026年）》，为未来两年有色金属行业发展提供明确指引。以下是北方有色网的解读：

一、目标解读

1.十种有色金属产量年均增长1.5%左右

2024年十种有色金属产量为7919万吨，同比增速4.3%。今年1-6月，十种有色金属产量4032万吨，同比增长2.9%。可以看出方案中的目标增速，比刚刚去年和今年上半年的实际增速，要小很多，显然比和可以达到的上限增速要低不少，显然这是一个底线增速。

这体现了指导思想的变化，是引导行业从规模扩张转向质量提升转变的信号。

2.有色金属行业增加值年均增长5%左右

增加值增速目标远高于产量增速，表明了增长逻辑是以质取胜，而非传统的以量取胜。

3.再生金属产量突破 2000 万吨，高端产品供给能力不断增强，绿色低碳、数字化发展水平持续提升

这句话定是目标的结构、内涵水平，结构1是再生金属的占比，结构2是高端产品占比，绿色低碳、数字化是目标的内涵和水平要求。

二、举措解读

如何实现工作目标，方案从资源、创新、转型、消费、对外等5个方面提出了10条举措。具体：

第一方面是保资源，1条，任何时候保资源都是基础题，不能动摇。具体措施是找新矿、善矿业权出让、再生资源回收利用等，并建立战略性矿产资源产业基础数据公共服务平台，为矿产资源利用等提供精准高效服务。

第二方面是促高新，1条，促进创新，发展高端产品。具体有三点：

1.推动超高纯金属等高品质原料、铜合金结构功能一体化材料、贵金属功能材料、高端稀土新材料等攻关突破，提升铝合金及镁合金结构材料、硬质合金及制品等产品综合性能。

2.深入实施制造业卓越质量工程。

3.落实《新材料中试平台建设指南（2024—2027 年）》。中试特指在新产品或新技术在实验室研发成功之后、大规模产业化投产之前，所进行的放大性的过渡性试验与验证环节，被誉为打通科技成果转化“最后一公里”的关键。

图1 中试概念示意图

第三方面是转型，4条。包含目标绿色化升级、数字化转型。标准制订是具体的实现方法。特别关注绿色化升级和数字化转型，方法线路和抓手项目都写的很清楚。

第四方面是消费升级，2条。为新能源汽车、新一代电子信息、航空航天，集成电路、工业母机、低空经济、人形机器人、人工智能等产业，推广高端铜材、铝材、镁合金，加快高纯镓、钨硬质合金、全固态电池材料等高端产品应用验证，推进超导材料、液态金属、高熵合金等前沿材料的创新应用。

措施二和四，都属于产业高端化的内容，写到很多非常重要的材料，现列举如下。

表1 稳增长方案关键材料

类别	关键材料方向	关键材料举例	战略意义/应用方向
高端战略材料	超高纯金属	超高纯铜、超高纯镓	集成电路、先进半导体芯片的基石材料
	高端稀土新材料	高端稀土功能材料	新能源、节能环保、信息通信等领域的核心功能材料
	贵金属功能材料	贵金属功能材料	电子、催化、航天等高科技领域的关键材料
前沿颠覆材料	液态金属	镓基、铋基合金等	柔性电子、先进散热、生物医疗等未来产业
前沿颠覆材料	高熵合金	多主元合金	航空航天、极端环境下的高性能结构材料
关键结构材料	轻量化材料	镁合金、铝合金	新能源汽车、航空航天等轻量化关键部件
关键结构材料	高性能导体	高强高导铜材	5G通信、特高压输电、高效电机
专用功能材料	硬质材料	钨硬质合金	工业母机、精密工具、耐磨部件
	能源材料	全固态电池材料	下一代动力与储能电池体系
	超导材料	超导材料	磁共振、电网、前沿科研装备

资料来源：工业和信息化部、自然资源部、商务部等八部门

第五方面是对外，2条。稳定外贸基本盘和提升国际合作能级，都有具体的落实方向。

最后是从组织、政策、管理三方面给出的保障措施。方案构思非常科学，内容切中要点，思路清晰，信息含量很高，可以预判有色行业一定能实现2025-2026的行业稳增长目标。

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