政策赋能与项目驱动双轮并进新疆众和加速构建铝基新材料产业新格局

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

政策赋能与项目驱动双轮并进新疆众和加速构建铝基新材料产业新格局

2025-03-26 10:07:36 来源：北方有色网责任编辑：管理员

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新疆众和于 3 月 24 日发布 2024 年年度报告，公司全年实现营业收入 73.21 亿元，同比增长 12.03%，展现出市场拓展的积极成效。然而，受行业竞争加剧、原材料成本上涨等因素影响，归属于上市公司股东的净利润为 12.03 亿元，同比下降 22.94%，基本每股收益 0.8784 元，同比减少 24.6%。尽管盈利面临压力，公司仍通过战略布局和技术创新为未来发展积蓄动能。

针对 2025 年发展，新疆众和制定了清晰的战略规划，旨在通过五大核心举措推动高质量发展。首先，公司将强化市场拓展与客户深耕，通过全流程服务优化和差异化销售策略，巩固存量市场份额，同时围绕再生铝合金、免热合金、电子铝箔等高附加值产品开拓增量市场，重点布局汽车轻量化、充电桩、光伏等新兴领域，与下游客户联合开发以抢占市场先机。

在科技创新方面，公司将深化创新驱动战略，通过组织架构与研发流程的数字化改造，提升技术响应效率与成果转化速度。计划在铝电子高端材料领域实现品质突破，包括电极箔综合符单率提升 0.14%、电子铝箔容量提升 2% 等，并推进高纯铝提纯工艺优化及再生铝保级生产技术的高比例量产。此外，公司还将提前布局新能源汽车、新能源基建及集成电路配套领域的前沿技术，构建科技竞争新优势。

质量管控与产业链协同也是重点方向。公司将以 “质量即竞争力” 为核心理念，推动标准重构与数据驱动的质量变革，通过全产业链品控体系建设，强化过程控制稳定性与产品质量一致性。同时，持续优化生产现场的自动化检测与数据采集，提升质量数据的应用价值，为产品升级提供支撑。

备受关注的年产 240 万吨氧化铝项目正在加速推进。该项目由公司控股子公司防城港中丝路新材料科技有限公司实施，总投资 67.81 亿元，旨在通过延链、补链、强链完善产业链布局。目前项目已通过股东大会审议，公司将全力加快建设进度，争取早日投产达产，进一步增强盈利能力与产业协同效应。

数字化与智能化转型成为公司发展的重要引擎。2025 年，新疆众和将以 “十五五” 数字化规划为指引，打造 IPD 集成管理创新体系数字化研发平台，深化三维仿真工艺优化，并推进 MOM、MES 系统在生产全领域的覆盖，实现生产、质量、设备数据的智能分析闭环。此外，公司还将构建供应链可视化平台、财务数智化中枢及智慧安环体系，全面提升数据驱动决策能力，为高质量发展注入新动能。

面对行业挑战与机遇，新疆众和正通过战略布局、技术创新与数字化转型多向发力，力求在复杂市场环境中实现破局，为打造更具竞争力的铝产业生态奠定坚实基础。

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