嘉宇新材料5月逆势攻坚：产销双突破筑牢“双过半”基石

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

嘉宇新材料5月逆势攻坚：产销双突破筑牢“双过半”基石

2025-06-04 09:45:47 来源：北方有色网责任编辑：王欣悦

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一、经营核心指标超额完成

5月嘉宇新材料收入、产值、利润分别完成计划的106.0%、104.3%、123.1%，铝板带材产量达计划 100.02%，销量突破5万吨。利润增长得益于生产端工艺优化（如轧制油清洁技术、石墨喷涂润滑技术提升效率15%-20%）、采购端降本5%以上、销售端聚焦高附加值订单（薄规格产品占比68%）。

二、铝价波动下的市场应对

面对电解铝成本同比增2.42%，公司通过全产业链成本管控、期货对冲风险，并拓展新能源汽车、光伏、高端厨具等增量市场，5月出口订单占比提升。对比行业淡季压力，公司凭借高产能利用率（铸轧线满负荷）和产品结构优势（冷轧薄规格占比68%）实现逆势增长。

三、“双过半”目标奠定基础

按5月数据推算，上半年收入、利润预计达年计划53%、111%，远超进度要求。4#拉弯矫机组等产能释放，推动薄规格产品占比向90%迈进，嘉信二期项目将强化全链条产能协同。

四、风险与下半年重点

需警惕氧化铝涨价、行业订单淡季及技术竞争压力。下半年聚焦4#机组6月投产、深耕中东/东南亚市场、推广铜辊套工艺再降成本5%，确保全年目标冲刺。

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嘉宇新材料5月逆势攻坚：产销双突破筑牢“双过半”基石

一、经营核心指标超额完成

二、铝价波动下的市场应对

三、“双过半”目标奠定基础

四、风险与下半年重点

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