力拓 2025 年二季度生产业绩报告

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

力拓 2025 年二季度生产业绩报告

2025-07-17 16:50:40 来源：北方有色网责任编辑：王欣悦

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近日，力拓发布了2025年二季度生产业绩报告。在铝业务板块，二季度铝土矿产量达到1564.4万吨，同比增长6%，环比增长5%。从全年预期来看，铝土矿产量预计处于5700万吨-5900万吨指导区间上限。这一良好表现主要得益于旗下矿区的高效运营。Amrun矿区持续超设计产能运行，随着安全生产系统(SPS)的成熟，其利用率进一步提升。同时，Gove矿区设备可靠性和可用性得到改善，有力地助推了铝土矿产量增长。

在氧化铝生产方面，二季度产量为181.5万吨，同比增长8%，环比下降6%。氧化铝生产受运营挑战影响，尤其是Yarwun工厂设备可靠性问题较为突出，导致产量环比有所下降。为确保长期可靠性和效率，力拓在二季度调整了停产检修计划，并持续优化产出与质量，以应对当前的运营困境，保障后续氧化铝生产的稳定性。

二季度电解铝产量为84.2万吨，同比增长2%，环比增长2%。其中，新西兰铝冶炼厂(NZAS)和基蒂马特(Kitimat)电解铝厂在二季度运营保持稳定。NZAS方面，MeridianEnergy要求的50MW电力减供于2025年6月15日提前结束(原计划8月)，预计8月首周恢复满产，这将进一步提升其后续产量。Kitimat虽面临水库水位偏低持续影响能源供应及生产的困境，但通过优化供应链和能源进口，产量仍实现环比增长，显示出其在应对能源挑战时的良好策略调整能力。

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力拓 2025 年二季度生产业绩报告

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