神火股份：电解铝权益产能 170 万吨暂无氧化铝项目规划

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：电解铝权益产能 170 万吨暂无氧化铝项目规划

2025-03-21 10:53:50 来源：北方有色网责任编辑：管理员

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神火股份在 3 月 19 日的投资者互动平台回复中明确，公司当前控制的电解铝权益产能总计 170 万吨。其中，位于新疆的全资子公司新疆神火拥有 80 万吨产能，而云南神火 90 万吨产能中，公司持股比例为 58.2508%。此外，公司通过参股广西龙州新翔生态铝业有限公司（持股 36%）及全资子公司新疆神火参股开曼铝业（三门峡）有限公司（持股 1.875%），进一步拓展了行业布局。

关于氧化铝项目规划，神火股份表示目前暂无建设计划。公司现阶段聚焦于现有电解铝产能的优化与运营，通过提升产能利用率及技术升级巩固市场地位。值得注意的是，公司在电解铝产业链的其他环节持续推进布局，例如在新疆地区的风电项目及煤炭资源开发，旨在通过完善能源配套降低生产成本，增强整体竞争力。

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神火股份：电解铝权益产能 170 万吨 暂无氧化铝项目规划

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