双碳战略下铝企与能源巨头的协同创新：南铝白云公司绿色智慧能源全产业链布局

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

双碳战略下铝企与能源巨头的协同创新：南铝白云公司绿色智慧能源全产业链布局

2025-06-05 09:17:46 来源：北方有色网责任编辑：王欣悦

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一、成立背景与政策支撑

在 "双碳" 目标及福建省《生态强省实施方案》推动下，南平铝业（具备碳计量技术与高能耗应用场景）与白云电气集团（拥有 "源网荷储" 全产业链及数字化能力）合资成立南铝白云公司，旨在整合技术与场景资源，探索绿色智慧能源创新路径。

二、合作双方核心优势互补

南平铝业深耕铝加工，与特斯拉、宁德时代等企业合作紧密，其延平生产基地的高能耗场景及再生铝低碳技术（光伏发电、余热利用）提供业务落地基础；白云电气集团具备 "源网荷储" 一体化解决方案能力，数字化工厂建设与能源管理系统经验成熟，助力构建全价值链服务体系。

三、三大业务技术路径布局

绿电直供与分布式能源：借鉴江苏试点，探索绿电直连模式，拟自建或合作建设风电 / 光伏项目，解决专线成本与电网稳定性问题，依托福建绿电交易政策实现稳定供能。

余热回收与节能改造：参考宝钢 ORC 发电、厦烟热泵技术，将铝加工低品位余热转化为能源，降低排放与能耗。

数字工业与智慧管理：整合白云电气数字化工厂经验与南平铝业智慧制造平台，构建能源管理系统，实现能耗实时监控与优化调度。

四、区域协同与行业影响

延平区绿色低碳园区建设（如余热循环利用产业整合）、南平 350 亿元绿色产业基金及人才政策，为公司提供落地支撑；作为铝行业与能源企业融合典范，其模式可复制至钢铁、化工等行业，未来需突破技术国产化与商业模式创新，依托 "电动福建" 政策拓展新能源场景，推动区域绿色产业升级。

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双碳战略下铝企与能源巨头的协同创新：南铝白云公司绿色智慧能源全产业链布局

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