从原料到格局：Andromeda 高岭土制 HPA 如何改写高纯氧化铝产业规则

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

从原料到格局：Andromeda 高岭土制 HPA 如何改写高纯氧化铝产业规则

2025-09-25 09:47:51 来源：北方有色网责任编辑：王欣悦

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AndromedaMetals依托南澳GreatWhite项目的优质高岭土资源，通过专利低碳酸浸法生产纯度达99.9985%的高纯氧化铝(HPA)，相比传统铝土矿拜耳法，能耗降低40%以上、碳排放减少60%且无赤泥排放，原料处理虽需3万吨/年(产1万吨HPA)，但提纯步骤减少50%，生产成本预计降至3000美元/吨以下;项目税后净现值10.1亿美元，年化收益率超行业平均，计划2026Q2一期试产(2500吨/年)、2029Q1满产(10000吨/年)，已获4870万美元融资并享南澳政策红利，能填补欧美HPA供应缺口，还可通过副产品硅基材料提升收益15%，不过面临酸浸设备规模化、供应链成本及竞争等短期风险，长期来看，若全球10%HPA产能转向该路线可缓解铝土矿枯竭，专利工艺也有全球输出潜力，有望重塑HPA市场格局。

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从原料到格局：Andromeda 高岭土制 HPA 如何改写高纯氧化铝产业规则

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