闽发铝业 2025 年一季度营收净利双降房地产低迷叠加行业压力致业绩承压

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

闽发铝业 2025 年一季度营收净利双降房地产低迷叠加行业压力致业绩承压

2025-04-27 09:56:30 来源：北方有色网责任编辑：管理员

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4 月 26 日闽发铝业披露 2025 年一季度报告，公司实现营业总收入 2.99 亿元、同比下降 26.68%，净利润 206.19 万元、同比大幅下滑 76.46%，业绩承压主因全国房地产开发投资低迷（福建区域新开工面积同比降 32.2%）直接冲击占比近 97% 的建筑铝型材业务，叠加 “铝锭 + 加工费” 定价模式下铝价波动（3 月铝价回调至 20500 元 / 吨）拉低收入，氧化铝成本上涨 12.7% 导致毛利率仅 4.56%，以及铝型材行业产能过剩引发的加工费压缩和库存积压（存货同比增 31.96%）。公司当前工业铝型材在新能源汽车等新兴领域占比不足 3%，尚未形成规模效应，未来需加速光伏边框料、动力电池铝材等高端产品研发，通过废铝回收闭环降低成本并提升再生铝产能占比，以应对房地产拖累与行业竞争，捕捉新能源用铝需求增长（2025 年预计增 35%）及政策红利。

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闽发铝业 2025 年一季度营收净利双降 房地产低迷叠加行业压力致业绩承压

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闽发铝业 2025 年一季度营收净利双降房地产低迷叠加行业压力致业绩承压