铝加工行业“内卷”下，神火新材如何破局？

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

铝加工行业“内卷”下，神火新材如何破局？

2025-07-30 16:27:53 来源：北方有色网责任编辑：王欣悦

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走进神火新材料科技有限公司河南商丘生产基地，轧机运转，铝箔流转，一派忙碌。但总经理陈凯坦言，行业“内卷”明显，订单排期灵活调整，客户压价频繁。在铝加工行业产能过剩、价格战激烈的当下，这家2003年起深耕铝箔领域的企业，正以独特逻辑穿越周期。

20年积淀筑牢“抗卷”根基

神火新材的“抗卷”源于20年技术深耕。2003年，神火集团在上海建首个铝箔生产基地，历经艰辛，2014年迎来首个盈利年。上海基地积累的技术与团队，让2018年商丘新厂3个月内满产，创行业纪录且当年盈利。

如今，上海、商丘双研发中心协同发力，近3年获26项专利，商丘基地批量生产工艺优化专利占比超60%，“研发—量产”转化能力凸显。

在“精”与“绿”中破局

神火新材产品矩阵清晰，高端双零铝箔、电池箔等为主力，8万吨电池箔年产能居全国前三，产品供应国内外企业。依托集团完整产业链，其铝箔具“绿色基因”，生产碳排放比行业平均低20%，受欧盟客户青睐，以“绿色+高端”跳出价格战。

技术细节里的竞争力

神火新材从根源解决问题，将铝箔表面含油量降至≤1mg/m²，降低下游清洁成本，产品加工费提高15%仍受认可。

独特人才结构与“双导师制”培养复合型人才，产学研合作助力创新，2023年获26项专利授权，连续3年获“中国铝箔创新奖”。

绿色产业链筑起防线

神火集团深耕铝产业链，上游保障原料，中游筑牢冶炼根基，下游聚焦加工，形成完整链条。2024年两大基地营收284亿元，利润48亿元。集团有稳健资金储备，还制订“双百计划”，持续夯实产业链优势。

“摆烂”非躺平，而是战略聚焦

陈凯认为当下“内卷”是行业“排毒期”。神火新材坚持“三个不”，策略清晰：“练内功”研发新产品，“等时机”评估优质产能。

面对洗牌，神火铝加工计划整合过剩产能、加码前沿领域，联合头部企业推动行业自律，以创新、绿色、人才破局，迈向高质量发展。

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铝加工行业“内卷”下，神火新材如何破局？

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