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South32公司 2025 财年业绩显著增长，铝业务产能前景分化

2025-08-28 17:02:12 来源：北方有色网责任编辑：王欣悦

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2025年8月28日(周四)，澳大利亚多元化矿产商South32公司公布了2025财年(截至2025年6月30日)全年财务业绩报告。报告显示，在主要大宗商品价格上涨以及铝、铜产量增加的双重推动下，公司全年利润实现显著增长。

利润增长显著

South32公司2025财年基本收益达到6.66亿美元，相较于上一财年的3.8亿美元，大幅增长了75%。这一出色的业绩表现得益于公司在多个业务板块的良好运营。

在产量方面，2025财年铝产量同比增长6%，达到121.1万吨。氧化铝产量则保持稳定，维持在510万吨水平。产量的增长为公司利润增长提供了坚实基础。

铝业务产能规划

山坡铝厂(Hillside)

位于南非的山坡铝厂(Hillside)通过持续突破技术产能上限，展现出良好的发展态势。预计在2026-2027财年，该厂将保持72万吨的年产能，稳定为公司贡献铝产量。

阿卢慕铝厂(Alumar)

巴西阿卢慕铝厂(Alumar)因三条电解槽生产线全面投产，产能提升明显。2026财

年产量预增长16%，达到16万吨;2027财年进一步增长3%，至16.5万吨。这将使阿卢慕铝厂在公司铝业务中的地位愈发重要。

莫扎尔铝厂(Mozal)

莫扎尔铝厂(Mozal)在莫桑比克国内动荡的情况下，完成了产能恢复计划。然而，受电力供应不确定性影响，集团于2025年8月14日宣布限制对该厂投资。由于现有电力协议将于2026年3月到期，且无法获得充足廉价电力，该厂计划自2026年3月起进入维护状态。受此影响，2026财年产量预计降至24万吨，且仅维持至协议到期前运营。

South32公司在2025财年取得了出色的业绩，铝业务虽在不同厂区呈现出不同的发展态势，但公司整体依然在矿产领域展现出强大的竞争力。未来，公司将如何应对莫扎尔铝厂的困境，以及如何进一步挖掘其他铝厂和业务板块的潜力，值得市场持续关注。

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