神火股份公布 2025 年度生产计划，多产品线协同发展

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

神火股份公布 2025 年度生产计划，多产品线协同发展

2025-02-18 09:59:58 来源：北方有色网责任编辑：管理员

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2 月 14 日，神火股份（000933.SZ）正式公布 2025 年度生产计划，在市场环境保持相对稳定的前提下，公司制定了全面且具有挑战性的生产目标，涵盖铝产品、煤炭、炭素、铝箔、冷轧产品以及自供电量等多个领域，并力求实现产销平衡。

在铝产品方面，2025 年计划生产 170 万吨。铝产品作为神火股份的核心业务之一，公司在新疆和云南的生产基地一直是行业关注的焦点。新疆神火铝产品生产稳定，云南神火自 2024 年逐步恢复生产后，产能不断提升，此次计划产量的设定，体现了公司对自身生产能力和市场需求的充分评估。

煤炭业务上，计划生产商品煤 720 万吨。神火股份的煤矿主要生产无烟煤、瘦煤、贫煤，核定产能 855 万吨，但过去受地质条件、安监、环保等多种因素影响，实际产量有所波动。此次 2025 年计划产量，是公司在综合考虑各方面因素后，旨在通过优化生产布局和工艺技术路线，提升单产单进水平，力求达到的生产目标。

炭素产品计划产量为 66 万吨。目前公司炭素产能 56 万吨 / 年，不足部分依赖外购，但云南 40 万吨炭素项目已开工建设，建成投产后将实现自给自足，这对公司降低成本、提升产品竞争力意义重大，也为此次计划产量的达成提供了有力支撑。

铝箔计划生产 13.50 万吨，冷轧产品计划生产 21.50 万吨。神火股份现有铝箔产能 14 万吨，铝加工板块近年来不断加大新产品开发力度，提升产品竞争力，在品牌培育和市场开拓上持续发力，这两个产品的计划产量，反映了公司在铝深加工领域的进一步拓展和市场份额的争取。

自供电量计划达到 98 亿度。新疆神火目前拥有 4 台 350mw 的机组，年发电量 100 亿度左右，公司用电部分由自有电厂供应，部分从电网购买。自供电量的提升，不仅有助于保障公司生产用电的稳定性，还能在一定程度上降低用电成本，增强公司在能源供应方面的自主性。

为实现上述生产计划，神火股份将在各业务板块采取针对性措施。铝电板块，新疆煤电将重点维护老龄槽，优化生产指标；云南神火则着重协调用电负荷，保障电解槽稳定运行。煤炭板块，全力提升装备智能化水平，优化生产布局。铝加工板块，致力于提高产品成品率，开发更多新产品，拓展市场。

神火股份 2025 年度生产计划的公布，展示了公司在各业务板块协同发展的战略布局，以及对未来市场的信心和积极应对策略。在实现这些目标的过程中，公司将不断优化内部管理，提升生产效率，以适应市场变化，为股东创造更大价值，也为行业发展注入新的活力。

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神火股份公布 2025 年度生产计划，多产品线协同发展

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