神火新材9月铝箔产销双破万：动力电池箔满产引领，锚定一流铝加工标杆

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

神火新材9月铝箔产销双破万：动力电池箔满产引领，锚定一流铝加工标杆

2025-10-16 16:52:26 来源：北方有色网责任编辑：王欣悦

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神火新材在9月实现月度生产铝箔10274吨、销售10701吨的“双破万”成绩，这不仅是企业发展的重要里程碑，更在铝加工行业产能过剩、价格战白热化的背景下凸显出强劲竞争力，尤其新能源动力电池箔首次达成满产，标志着其在高端细分领域的产能释放与技术成熟，已具备配套国内头部电池企业并出口海外的能力。而这一成果恰与全球锂电铝箔需求爆发的趋势形成共振，据行业预测，2025年全球锂电铝箔市场规模将突破120万吨，中国产能占比超六成，且在动力电池与储能双轮驱动下，12μm以下超薄铝箔需求增速达28%，神火新材8万吨电池箔年产能稳居全国前三，其满产节奏精准契合了市场增量需求。

支撑神火新材实现“质效双优”的核心，在于四大体系的协同发力。在技术层面，企业依托20年积淀的创新壁垒，构建上海、商丘双研发中心协同模式，上海基地聚焦0.0045毫米超薄铝箔试制等前沿技术，商丘基地专攻产业化落地，近3年累计获得26项专利，其中批量生产工艺专利占比超60%，目前已实现8微米电池箔量产，并通过轧辊润滑系统改造等技术，将产品表面含油量降至≤1mg/m²，推动加工费提升15%。全链布局上，依托神火集团“煤—电—铝—材”完整产业链，云南基地的绿电铝原料使生产碳排放较行业低20%，契合欧盟《新电池法规》的低碳要求，成为开拓海外市场的关键优势，叠加集团170万吨电解铝产能支撑，在建的11万吨电池箔坯料项目将进一步补齐产业链短板。人才梯队建设方面，推行“双导师制”培养复合型人才，管理层多为科班出身且具备跨国经验，销售员可直接对接海外技术需求，研发团队深度介入下游客户早期开发，这种跨环节协同能力形成了差异化竞争力。财务层面则更为稳健，神火集团2024年营收284亿元、利润48亿元，账上保持数十亿元现金流，神火股份资产负债率降至48.3%，财务费用率仅0.17%，为持续研发投入与产能整合提供了坚实资金保障。

在行业层面，神火新材的发展路径具有重要转型样本价值。2022年电池箔行业曾因产能盲目扩张陷入供需失衡，而神火新材坚持“不拖欠货款、不削减研发、不亏本抢单”的“三不原则”，通过“高端化+绿色化”路线跳出价格战，其8微米电池箔等产品的加工费溢价显著，为行业破解同质化困局提供了可行路径。同时，作为国内电池箔头部供应商，其满产能力有效缓解了高端铝箔的进口依赖，且凭借ASI认证与低碳属性，助力中国铝箔在全球贸易中占据67%的出口份额，进一步巩固了中国在该领域“规模+技术+成本”的全球优势，为新能源产业链安全提供了重要支撑。

未来，神火新材将锚定“一流标杆铝精深加工企业”目标，从三大方向持续发力：技术攻坚上，在推进电池箔厚度从8微米向更薄规格突破的同时，研发固态电池用铝箔，并同步布局航天航空陶铝新材料，对接集团“五年突破100项核心技术”的“双百计划”;产能优化方面，11万吨电池箔坯料项目投产后，将形成“铸轧—冷轧—精深加工”完整链条，预计年总产值突破40亿元，可提供1500个就业岗位;市场拓展上，将依托储能电池(需求占比预计达18%)与钠离子电池(单位用量提升1.6倍)的增量空间，深化与车企、电池厂的协同研发，同时进一步扩大海外低碳市场份额，为新能源产业注入更多“神火力量”。

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神火新材9月铝箔产销双破万：动力电池箔满产引领，锚定一流铝加工标杆

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