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
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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

泸州老窖跨界矿业，首船铝土矿运抵防城港

2025-05-30 11:36:49 来源：北方有色网责任编辑：管理员

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2025年5月3日，一艘满载4.8万吨铝土矿的“康誉（KANGYU）”轮（IMO:9278765），在中远海运的承运下，从马来西亚关丹港出发，历经 10 日，缓缓驶入广西防城港，顺利完成卸货。这看似平常的一次货运，实则标志着泸州老窖集团正式进军国际大宗商品贸易领域 —— 旗下中马国际矿业公司成功完成首船进口铝土矿的全流程操作，引发行业内外广泛关注。

泸州老窖，作为白酒行业的老牌劲旅，缘何跨界涉足矿业？公开资料显示，2024年2月2日，泸州老窖联合马来西亚Alaska Mining Sdn Bhd成立中马国际矿业（四川）有限公司，注册资本 3000 万元，这是泸州老窖贸易板块首次与外资开展股权混改。通过旗下泸州老窖国际实业有限责任公司，泸州老窖认缴出资1530万元，占股约63%，牢牢掌握主导权，马方ALASKA MINING SDN.BHD.认缴900万元，持股37%。

长期以来，泸州老窖集团凭借白酒业务积累的高现金流、高变现能力，积极拓展多元化发展路径。不仅参与创设泸州银行，成功控股华西证券，还形成了“1+3+N”的发展格局，涵盖老窖股份、华西证券、泸州银行三家上市公司，以及多家骨干子公司。此番进军矿业，是其在多元化布局上的又一重要落子。

中马国际矿业自成立后，迅速组建国际化团队，完成跨文化融合，搭建起完善管理体系与平台，展现出“国企混改 + 跨境合作”的独特优势。在此次铝土矿进口中，泸州老窖通过控股中马国际，一方面保留国资主导地位，另一方面引入马方优质矿业资源与本土运营经验，实现优势互补，既能有效把控矿石进口节奏，又能降低原材料价格波动带来的风险。

铝土矿作为电解铝生产的核心原料，在当前中国产业升级与新能源材料需求井喷的背景下，战略地位愈发凸显。掌握稳定矿源与进口渠道，直接关系到企业产业链的安全与稳定，对企业未来发展具有不可估量的战略价值。

航运环节在此次铝土矿进口中至关重要。悬挂五星旗、载重52988dwt的“康誉”轮，由中远海运散运负责船东船舶管理和运营。从马来西亚关丹港启航，一路跨越重洋，最终抵达广西防城港。运输途中，中远海运与中外运等合作方紧密协作，实现清关、仓储、交付等后端物流环节的无缝对接。中马国际团队在港口协调、清报关执行、货权交接等方面的高效表现，赢得各方赞誉，成功打通“矿源地—港口—船运—交付”的完整航运链条，将货物顺利交付给国内头部制造业客户。

泸州老窖的这一跨界之举，踩准了国家战略的节奏。2025年4月，中国国家主席访问马来西亚，提出构建“高水平战略性中马命运共同体”，强调“资源互联、产业互融、市场互通”。中马国际矿业正是在这一战略框架下应运而生，依托马方矿源和泸州老窖的供应链整合能力，搭建起涵盖资源获取、跨国航运、国内分销的完整产业链，丰富了“一带一路”倡议的合作内涵，提升了中国西南地区在全球大宗商品供应链中的战略地位。

对于西南地区而言，此次铝土矿运抵防城港意义非凡。防城港正全力建设区域性大宗进口资源枢纽港，来自马来西亚的稳定铝土矿货源，为其在与印尼、澳大利亚等传统矿源港的竞争中增添有力砝码。随着中马国际后续矿石进口计划的稳步推进，该航线有望实现常态化运营，形成便捷高效的“矿港直通车”模式，为中远海运等航运企业带来新的长约货源与合作机遇。

从专注白酒主业，到涉足矿业并深度绑定航运，泸州老窖的角色正在悄然转变。这不仅是一次简单的业务跨界，更是一场供应链与产业链的深度融合实践。正如泸州老窖在声明中所说：“以资源为支点，构建开放共赢的新产业图景。”未来，泸州老窖能否在矿业与航运领域持续深耕，落地开花，值得行业持续关注。但至少此刻，这第一船铝土矿的顺利靠港，已为其跨界征程奏响了开篇序曲。

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[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000459s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000409s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000417s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000519s ]

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