南宁产投与中铝贵州分公司携手深耕高端铝业共探新能源 + 东盟合作新路径

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

南宁产投与中铝贵州分公司携手深耕高端铝业共探新能源 + 东盟合作新路径

2025-10-31 16:03:29 来源：北方有色网责任编辑：王欣悦

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10月29日，南宁产业投资集团、南宁产投铝基新材料集团联合考察团走进中国铝业贵州分公司合金事业部，这场备受行业关注的实地调研，源于双方年初在铝合金新材料领域的成功试水——共同研发的铝箔料凭借优异性能斩获市场口碑，为深度合作埋下伏笔。考察团负责人表示，此次考察旨在全面评估中铝贵州分公司合金事业部的综合实力，为合作规划提供科学依据，而生产线的精细化管理与研发团队专业度，更让双方合作信心倍增。从企业实力来看，中铝贵州分公司作为西南铝业骨干力量，2025年上半年面对原材料波动等挑战，以“三千精神”拓市场，订单同比增长16%，还通过“七天极限改造”实现圆棒生产线跨界生产扁锭，产能提升20%，上半年扁锭销售增幅超26%;研发端同样硬核，动力电池箔材用1060铝合金扁锭实现量产，与贵州大学联合攻关的8030电工圆铝杆技术斩获20项专利，7020合金研发使其成为贵州唯一7系合金生产商，且实现“矿石-电解铝-合金”全流程溯源，生产管控中心经理张黔的“精细账本”更成管理标杆，关键设备可靠性达99.8%，产销率逼近100%。而南宁产投铝基新材料集团依托南宁铝产业从“建筑铝材”到“新能源高端材料”的跨越优势，2023年南宁铝加工能力较2021年翻倍，电池铝箔产能从1.5万吨跃升至5万吨，作为核心载体的该集团2024年1-10月电池铝箔产值暴增195.54%，本地供应占比近50%，服务宁德时代等头部企业，其研发的0.01毫米超薄铝箔附加值提升2-3倍，当前还有42项在研项目与57项专利，正全力攻坚液冷铝板等新能源配套材料。此次合作之所以具备高度可行性，更源于其对行业发展脉搏的精准契合：2024年国内新型铝合金产量达1280万吨，新能源汽车领域7系高强铝合金需求增长23.6%，2025年预计突破62万吨，政策端也持续助力，国家对高性能铝合金研发投入年增12.7%，广东、山东等地还推出厂房补贴、研发加计扣除等政策，双方聚焦的新能源电池铝箔、高端合金等领域，正是政策扶持与市场刚需的叠加地带。在深度交流中，双方明确了三大合作方向：依托中铝技术储备与南宁产业场景，联合攻关新能源汽车一体化压铸用铝、储能电池涂碳铝箔等高端产品;通过中铝的扁锭、圆棒产能为南宁深加工提供稳定基材，同时借助南宁的下游渠道反哺中铝市场拓展;并借力南宁面向东盟的区位优势，探索马来西亚、越南等国铝产业产能合作，构建“西南制造-东南亚应用”产业链。业内专家指出，这不是简单的供需对接，而是高端铝产业生态的深度融合，双方合作有望加速国产铝合金在新能源、航空航天领域的替代进程。

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