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
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
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电解液隔膜隔膜电解液电芯

炬申自航驳船深耕几内亚：激活铝土矿物流效能，筑牢中非丝路合作纽带

2025-11-07 17:36:04 来源：北方有色网责任编辑：王欣悦

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炬申股份“ARIES(白羊座)”与“TAURUS(金牛座)”驳船的常态化运营，标志着中国物流企业在西非矿产运输领域实现技术突破。其中“TAURUS”号经高标准改造，船长约120米，具备自主航行系统与优化甲板布局，相较传统驳船大幅降低对拖轮的依赖，这一优势在几内亚复杂航道中尤为关键;参考中远海运早期在几内亚租聘30年船龄拖轮的困境，炬申自航船舶的投用直接解决了当地拖轮资源短缺的行业痛点，目前已协同完成多趟驳运任务，转运效率提升显著。

从商业布局来看，此次运营落地与炬申几内亚近期签署的10年铝土矿转运协议形成战略呼应。该协议采用“5+5年”弹性周期，约定年转运量从1000万吨逐步提升至1500万吨，按4.1美元/湿吨的包干价计算，年营收预计达1.72亿元。这一布局精准契合几内亚铝土矿出口的爆发式增长：2024年该国铝土矿出口1.383亿吨，其中86.7%流向中国，2025年上半年出口量已达9980万吨，全年有望逼近1.99亿吨，炬申通过“船舶运力+长期协议”的组合，成功切入中非铝产业链核心物流环节。

在行业价值层面，炬申自航驳船的运营重构了几内亚铝土矿资源流动的效率逻辑。几内亚铝土矿依赖“内河开采-外海转运”模式，炬申自航驳船打通了从内河港口至外海锚地的关键链路，其1500万吨/年的转运能力可覆盖该国近8%的出口量，为中国冶炼厂提供稳定原料保障;同时，船舶运营过程中积累的操作经验与协议约定的属地化服务形成互补，借鉴中远海运培训600名当地员工、开展渔村安全宣讲的模式，炬申的本地化探索将进一步降低运营成本，增强与当地社区的协同性;此外，自航驳船的成功应用还为几内亚氧化铝项目建设提供前置支撑，目前该国在建的SPIC120万吨氧化铝厂等项目未来均需高效物流配套，炬申已借此抢占市场先机。

从“一带一路”倡议的宏观视角出发，炬申项目成为中非资源合作的微观缩影。几内亚作为中国第一大铝土矿来源国，其资源输出与中国新能源产业链需求形成刚性互补，炬申通过完善西非物流网络，不仅助力几内亚实现“出口优先战略”下的效率提升，更以“中国技术+本地化运营”模式，延续了中远海运等企业打造“友谊之河”的合作路径，为中非共建“资源-物流-市场”闭环提供了可复制的实践样本。

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