南山铝业 2025 年一季度业绩亮点

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

南山铝业 2025 年一季度业绩亮点

2025-04-27 09:42:11 来源：北方有色网责任编辑：管理员

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4 月 25 日南山铝业公告显示，2025 年一季度实现营业收入 89.81 亿元、同比增长 24.32%，净利润 17.04 亿元、同比激增 100.19%，主要得益于报告期内氧化铝粉和铝锭价格同比上涨及高端产品结构优化。公司依托 “能源 - 电解铝 - 加工” 全产业链垂直整合优势，加工环节成本较行业平均低 15%，绿电使用比例达 40% 推动吨电耗成本下降 12%，叠加销售、管理、财务三费占比仅 1.78% 的精细化管控，有效放大盈利弹性；航空板、汽车板等高端铝材销量占比提升至 14%，其毛利率较普通产品高 8-12 个百分点，且新能源汽车、光伏领域需求爆发带动动力电池箔、光伏边框料等产品量价齐升，高端出口占比达 35%、均价同比上涨 18%。未来看点在于印尼年产 100 万吨氧化铝项目 2025 年投产预计降低原料成本 10%，以及清洁能源占比目标提升至 45%、航空航天用铝等高端产品研发投入超 5%（2025 年计划新增专利 30 项），持续巩固 “绿色化、高端化” 竞争优势。

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[ DB ] CONNECT:[ UseTime:0.000415s ] mysql:host=127.0.0.1;port=3306;dbname=ysscdb;charset=utf8mb4
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南山铝业 2025 年一季度业绩亮点

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