世纪铝业将重启南卡罗来纳州电解铝厂剩余产能

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

世纪铝业将重启南卡罗来纳州电解铝厂剩余产能

2025-08-12 17:57:25 来源：北方有色网责任编辑：王欣悦

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2025年8月7日，世纪铝业公司（NASDAQ:CENX）宣布计划重启位于美国南卡罗来纳州芒特霍利（Mt.Holly）的电解铝厂剩余5万吨闲置产能。此次重启将使该厂产能利用率从目前的75%提升至满负荷状态，预计在2026年6月30日前完成，这也将是该厂自2015年以来首次实现全产能运行。

世纪铝业计划投资约5000万美元用于此次产能重启项目，预计将创造超过100个新增就业岗位。这一举措预计将使美国国内原铝产量提升近10%，对美国铝工业发展具有重要意义。

此次产能重启得益于美国贸易政策的调整。6月4日生效的最新232条款关税政策将美国对进口铝材的关税从3月的25%大幅提升至50%，且不设任何例外或豁免。该政策旨在遏制中国铝材通过第三国曲线流入美国市场，已有效推高美国中西部地区铝材溢价并收紧国内供应。

世纪铝业首席执行官杰西・加里（JesseGary）表示：“重启芒特霍利铝厂是特朗普政府推动制造业回流、保护美国就业的直接成果。若没有232条款构建的国家安全屏障，这一项目将无法实现。”

财务数据显示，政策利好已在公司经营层面得到体现。2025年第二季度，世纪铝业发货量达17.57万吨，环比增长4.2%，同比增长4.7%，美国及冰岛基地生产保持稳定。净销售额为6.281亿美元，虽环比微降0.9%，但同比大幅增长12%，主要得益于铝价上涨及美国中西部溢价提升。调整后净利润为3040万美元（每股0.30美元），虽环比下滑17%，但较2024年同期的680万美元增长347%；调整后EBITDA达7430万美元，同比激增117%，环比仅下降4.7%。

芒特霍利电解铝厂总建产能为22.9万吨，此前因成本问题大规模减产，2022年后开始逐步复产。截至2023年6月，该厂运行产能已达17.5万吨左右，仍有5万吨产能未复产。分析认为，此次复产剩余产能主要是受美国关税影响，美国国内铝价升水过高使得利润回升。

为确保重启计划顺利实施，世纪铝业已与主要电力供应商南卡罗来纳公共服务局（SanteeCooper）达成原则性协议，将现有供电合同延长至2031年，以满足新增产能的电力需求。最终协议需待与桑蒂库珀公司签署正式文件，并确认伯克利县及南卡罗来纳州提供的经济激励措施后生效。

南卡大学2024年的研究显示，芒特霍利铝厂满负荷运行时，每年可为该州创造超过8.9亿美元的经济影响，直接相关岗位平均年薪达10万美元。

世纪铝业是全球为数不多的集铝土矿开采、氧化铝生产及原铝冶炼于一体的垂直整合企业，目前在美国、冰岛、荷兰及牙买加均设有生产基地，是美国最大的原铝生产商。此次产能重启标志着美国本土铝工业在贸易政策支持下，正加速重建完整产业链。

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世纪铝业将重启南卡罗来纳州电解铝厂剩余产能

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