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

60亿美元撬动绿色革命：印度AM Green集团引领安得拉邦工业脱碳新征程

2025-11-20 16:50:28 来源：北方有色网责任编辑：王欣悦

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2025年11月18日，第30届印度工业联合会合作伙伴峰会在新德里落下帷幕，会上爆出的一则投资重磅消息引发全球能源与工业界瞩目——印度阿姆格林(AM Green)集团(前身为Greenko ZeroC集团)与安得拉邦政府正式签署谅解备忘录，宣布启动总额达5400亿卢比(约合60亿美元)的绿色工业投资计划。这一聚焦零碳铝业与生物能源的战略布局，不仅是AM Green集团脱碳业务的关键落子，更标志着印度在绿色工业规模化发展领域迈出具有里程碑意义的一步。

双轮驱动：零碳铝业与生物能源构建产业新生态

此次投资计划以两大核心项目为支撑，形成“工业脱碳+能源革新”的双引擎格局，其中绿色铝业综合体占据绝对投资重心。该综合体选址安得拉邦卡基纳达地区，计划投资4400亿卢比(约49.6亿美元)，分两期推进建设：首期将建成50万吨产能的铝冶炼设施，待二期投产后，将形成年产100万吨的全球级规模。

项目最引人注目的创新点在于能源供给模式——将全面采用2吉瓦(GW)全天候可再生能源供电系统，通过风电、太阳能与抽水蓄能技术的协同调度，确保生产过程的稳定低碳。据技术测算，该模式可使铝制品生产的碳排放量降低80%以上，使其成为全球首个达到百万吨级规模的零碳排铝业项目。安得拉邦工业部门负责人透露，这一综合体将形成强大的产业集聚效应，吸引汽车零部件、建筑材料等下游企业入驻，构建从绿色原铝到终端制品的完整产业链。

剩余1000亿卢比(约12.8亿美元)投资则投向生物能源领域，计划在北安得拉邦多区域布局第二代生物精炼厂集群。这些工厂将以水稻秸秆、甘蔗渣等农业废弃物为原料，通过先进生物转化技术生产二代乙醇和绿色烃类化合物，为邻近的年产18万吨可持续航空燃料工厂提供核心原料。数据显示，该工艺生产的航空燃料碳强度较传统航空煤油降低超75%，真正实现了“从农田到蓝天”的全链条绿色转型。

政企协同：构建绿色工业发展高地

安得拉邦政府对此次投资表现出极高期待。副首席部长帕万·卡扬在签约仪式上强调：“本邦拥有82.5GW的可再生能源开发潜力，是印度少数同时具备太阳能、风能和抽水蓄能优势的地区。绿色铝业综合体的落地，将进一步巩固我们作为未来工业生态系统核心的地位。”

首席部长N. 钱德拉巴布·奈杜则特别聚焦生物能源项目的战略价值：“北安得拉邦的农业资源与工业基础形成完美契合，生物精炼集群将让我们成为全球绿色航空燃料解决方案的重要基地，为印度航空业脱碳提供本土支撑。”

AM Green集团的投资决策并非孤立行动，而是其脱碳业务矩阵的关键延伸。集团发言人表示，目前公司已在库尔努尔地区推进抽水蓄能资产开发，同步建设100吉瓦时智能能源云平台，卡基纳达的百万吨级绿色氨综合体也在稳步实施中。“这些项目共同构成了‘能源-材料-化工’一体化的脱碳生态，与印度2030年实现500吉瓦非化石燃料发电装机的国家目标高度契合。”

行业联动：全球巨头押注印度绿色市场

值得关注的是，AM Green集团的绿色铝业布局已形成国际协同效应。早在2025年4月16日，国际矿业巨头力拓集团便与AMG金属与材料公司(由Greenko及AM Green联合创始人推动成立)签署合作备忘录，计划共同评估在印度建设年产能100万吨原铝的电解铝厂及配套200万吨氧化铝生产设施的可行性。

力拓铝业首席执行官杰罗姆·佩克雷斯明确表示：“印度的经济增长潜力与区位优势，将助力我们构建更具韧性的全球铝业版图。”根据合作规划，AMG金属与材料公司将联合Greenko主导可再生能源解决方案设计，力拓则凭借技术优势负责氧化铝商业化生产论证，双方共同攻克电解铝工艺选型、能源稳定性等关键问题。

这一系列投资热潮的背后，是印度政府的政策红利支撑。2025年9月实施的商品及服务税(GST)改革中，太阳能发电装置、风电设备等可再生能源相关产品税率已下调至5%，有效降低了项目建设成本，为绿色工业投资营造了有利环境。安永印度税务与新能源合伙人Saurabh Agarwal评价称：“这些前瞻性政策为印度新能源行业的规模化扩张奠定了基石。”

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[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000386s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000456s ]

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