兴县绿电园区调研纪实：铝业以 “产业链 + 绿电” 破局，2026 年绿电占比将达 40%

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

兴县绿电园区调研纪实：铝业以 “产业链 + 绿电” 破局，2026 年绿电占比将达 40%

2025-11-07 17:05:03 来源：北方有色网责任编辑：王欣悦

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调研现场：聚焦绿电消纳与产业升级

11月5日，山西省能源局局长张翔一行深入山西华兴山西中润生产一线，在电解主控室查看负荷调控系统，在金属镓车间了解稀有金属提取工艺，在高丙伟劳模工作室调研技术攻关成果。调研中，张翔重点询问了企业绿电接入比例、赤泥综合利用效率等关键指标，指出：“兴县铝镁产业链年货运吞吐量超千万吨，绿电直连消纳试点可成为全国高载能产业转型样板。”

吕梁常务副市长任忠针对煤铝共采试点细节与企业座谈，提出“矿电联营+绿电补充”的协同方案。山西中润董事长袁国栋回应称，企业分布式光伏项目已实现年供电1.2亿千瓦时，正与中铝宁夏能源洽谈风电直供合作，预计2026年绿电占比将从当前15%提升至40%。

产业基石：30家企业构建千亿级循环体系

调研背后，兴县经开区已形成全国领先的铝产业生态：依托200万吨氧化铝、50万吨电解铝产能，聚集一禾铝业、元泰高导等30余家企业，构建“铝土矿—电解铝—高端智造”“稀有金属提取—固废利用”“天然气提氦制氢”三大融合产业链。在元泰高导车间，其研发的700MPa级铝合金铸棒打破进口依赖，与一禾铝业的航空航天用铝丝共同构成高端产品矩阵，年产值突破80亿元。

“链主企业山西中润的铝水直供模式，使下游企业运输成本降低30%。”经开区负责人透露，今年新增安徽稳卓汽车零部件等项目后，产业链已延伸至新能源汽车轻量化部件领域。

政策护航：16项任务破解转型瓶颈

此次调研与省能源局《绿电资源就地转化工作方案》形成政策呼应。该方案明确将电解铝列为绿电强制消费重点行业，要求2026年前建立绿电直连专线模式，并配套碳足迹核算、绿证交易等16项支撑政策。张翔在调研中强调：“兴县要率先试点‘绿电+CCUS’模式，将电解铝碳排放强度再降20%。”

地方层面，兴县经开区深化“承诺制+全代办”改革，今年已为企业解决用地、用能等难题275项，推动天然气提氦、绿电园区开发等亿元级项目落地，1-9月签约额达22.22亿元。

企业破局：技术创新激活绿色动能

山西中润的转型实践颇具样本意义：通过电解槽热平衡改造降低电耗120kWh/吨铝，金属镓年产量居全国前三，赤泥选铁项目年减排34万吨。袁国栋表示，企业正联合东北大学攻关赤泥脱碱技术，同步推进绿电制氢替代天然气项目，“预计2027年实现固废100%利用、绿电全覆盖”。

这种“技术降碳+绿电替代”的路径已在山西铝业得到验证：其生物质燃料替代项目年省气1/6，20兆瓦光伏电站成为氧化铝行业绿电示范，智能化改造使生产效率提升40%。

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兴县绿电园区调研纪实：铝业以 “产业链 + 绿电” 破局，2026 年绿电占比将达 40%

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