中国有色金属行业延续稳增态势绿色转型与需求升级共筑发展韧性

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

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

中国有色金属行业延续稳增态势绿色转型与需求升级共筑发展韧性

2025-03-17 10:40:49 来源：北方有色网责任编辑：管理员

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国家统计局最新数据显示，2025 年 1-2 月，我国有色金属冶炼和压延加工业增加值同比增长 6.6%，十种有色金属总产量达 1294 万吨，同比增幅 1.4%。其中，电解铝产量 732 万吨，同比增长 2.6%，成为拉动行业增长的重要引擎。这一成绩的取得，既得益于政策红利的持续释放，也反映出行业在绿色转型与需求升级中的积极作为。

政策与需求双轮驱动行业稳增

2025 年政府工作报告明确提出 “全方位扩大国内需求”，为有色金属行业注入强劲动能。随着新能源汽车、光伏储能、高端装备制造等新兴领域的蓬勃发展，高性能有色金属材料需求激增。例如，5G 基站建设对铜铝导电性能的要求提升，轻量化趋势推动钛合金、镁合金在航空航天领域的应用比例攀升。企业通过技术创新优化产品结构，逐步打破高端材料进口依赖，2024 年中国铝业净利润同比增长 79%-94%，印证了行业升级成效。

基础金属需求同样保持韧性。电网改造、充电桩建设等基建工程加速落地，铜铝作为核心材料，年需求量稳定增长。数据显示，1-2 月我国钢材产量同比增长 4.7%，汽车产量增长 13.9%，其中新能源汽车产量增长 47.7%，进一步拉动相关金属消费。龙头企业依托资源储备与成本优势，通过海外布局保障供应链安全，如在东南亚、非洲等地开展铜矿与锂矿合作，既缓解国内资源约束，又提升国际竞争力。

电解铝产能优化支撑结构升级

电解铝作为行业支柱品种，1-2 月产量同比增长 2.6%，行业运行产能增至 4355.5 万吨。这一增长得益于云南等地区绿色产能的有序释放，以及技术改造带来的能效提升。2024 年行业环保投入超 1300 万元，实现零环境事故，智能化采选技术应用显著降低能耗。值得关注的是，全球氧化铝市场出现结构性变化，预计 3 月海外供应富余 13.94 万吨，中国氧化铝出口量达 20 万吨，反映出国内产能在满足自身需求的同时，正逐步参与国际市场调节。

绿色转型与技术创新重塑竞争力

低碳政策持续激活新能源金属市场。锂、钴、镍等关键资源需求随储能产业扩产快速攀升，再生金属产业迎来政策红利。浙江等地通过贷款贴息、碳足迹管理等措施，推动企业设备更新，促进循环经济发展。AI 技术在勘探、生产、监管全流程的深度应用，进一步提升行业智能化水平。广东试点 “人工智能 +” 环评审核，实现非现场监管，既提高效率又减少对企业的干扰。

挑战与机遇并存

尽管行业保持增长，但资源约束、技术瓶颈与环保压力仍需突破。国内铜铝资源对外依存度较高，部分高端材料仍依赖进口；环保政策趋严推动落后产能出清，企业需持续加大绿色技术投入。面对国际市场波动，行业通过跨境绿色供应链合作、参与国际标准制定等方式，逐步提升话语权。2024 年中国铝制品出口额达 16.99 亿美元，显示出较强的市场韧性。

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中国有色金属行业延续稳增态势 绿色转型与需求升级共筑发展韧性

政策与需求双轮驱动行业稳增

电解铝产能优化支撑结构升级

绿色转型与技术创新重塑竞争力

挑战与机遇并存

有色金属报告推荐

中国有色金属行业延续稳增态势绿色转型与需求升级共筑发展韧性