特变电工拟投 67.81 亿元建设 240 万吨氧化铝项目深化产业链协同布局

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

特变电工拟投 67.81 亿元建设 240 万吨氧化铝项目深化产业链协同布局

2025-03-10 10:39:35 来源：北方有色网责任编辑：管理员

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3 月 7 日，特变电工股份有限公司（600089.SH）发布公告称，公司控股子公司防城港中丝路新材料科技有限公司将投资建设年产 240 万吨氧化铝项目，总投资 67.81 亿元，其中项目资本金 20.34 亿元由公司全资子公司广西宏泰新材料有限公司与关联方新疆特变电工集团有限公司按持股比例同比例增资解决，剩余 47.46 亿元通过银行贷款筹措。公司及特变电工集团将按权益比例为上述贷款提供担保，总额不超过 47.46 亿元。

资源整合强化成本优势
该项目选址广西防城港市企沙工业园区，毗邻赤沙深水码头，依托特变电工集团在几内亚的高品位铝土矿资源（氧化铝含量 50%-55%，硅含量低于 3%），可实现矿石直抵厂区，较内陆企业吨成本降低 600-800 元。项目建成后，将形成 “能源 - 氧化铝 - 高纯铝 - 电子铝箔” 全产业链闭环，显著提升公司在铝基新材料领域的竞争力。

战略布局与风险管控并行
特变电工表示，此次投资旨在抢抓上游氧化铝产业发展机遇，通过延链补链巩固行业地位。项目达产后预计年新增营收 63.72 亿元，利润总额 9.25 亿元，税后内部收益率 14.70%。不过，公告同时提示，项目面临市场波动、资金筹措、建设进度及成本控制等风险。公司将通过分期出资、优化融资结构等方式缓解短期压力，并依托产业链协同增强抗周期能力。

行业背景与竞争优势
当前，国内铝土矿储量仅占全球 2%，西南地区作为电解铝主产区存在 270 万吨氧化铝需求缺口。特变电工通过防城港项目辐射广西、云南市场，既能填补区域供需矛盾，又可保障新疆高纯铝产线的原料供应。此外，临港布局叠加几内亚资源优势，使项目吨成本较行业平均低 220-680 元，为未来市场竞争奠定坚实基础。

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特变电工拟投 67.81 亿元建设 240 万吨氧化铝项目 深化产业链协同布局

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特变电工拟投 67.81 亿元建设 240 万吨氧化铝项目深化产业链协同布局