云铝股份：电力供应稳定驱动生产如常水电铝优势凸显新能源布局

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

云铝股份：电力供应稳定驱动生产如常水电铝优势凸显新能源布局

2025-05-29 11:54:00 来源：北方有色网责任编辑：管理员

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5月28日，云铝股份表示云南省电力供应稳定，公司生产经营正常，核心逻辑在于：

电力保障与成本优势：云南以水电为主（占比超80%），5月进入丰水期后电力供需改善，公司绿电使用比例超80%，电价约0.33元/度，显著低于行业平均水平，既降低电解铝生产成本（电力占比35%），又增强低碳竞争力（吨铝碳排放仅2吨，远低于煤电铝的13.8吨）。

产能与产品结构优化：当前产能利用率接近100%，2025年计划电解铝产量301万吨；同时拓展高附加值领域，动力电池铝箔已量产（年产能3.5万吨），并布局电池用铝箔坯料项目，深度融入新能源产业链。丰水期电价优势推动利润弹性释放，2024年单季度净利润环比增超14%，2025年盈利预期突破60亿元。

长期竞争力与风险：依托水电铝的低排放、低成本特性，公司在全球低碳转型中具备独特优势，尤其受益于新能源汽车轻量化（单车用铝超250kg）及固态电池材料需求。但需关注枯水期电力缺口（2024年曾因干旱减产115万吨）、铝价波动及技术迭代带来的竞争挑战。

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云铝股份：电力供应稳定驱动生产如常 水电铝优势凸显新能源布局

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