印尼Inalum西加里曼丹铝厂计划2029年投产剑指进口替代与产业升级

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

印尼Inalum西加里曼丹铝厂计划2029年投产剑指进口替代与产业升级

2025-11-21 16:47:51 来源：北方有色网责任编辑：王欣悦

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印尼国有铝业巨头PT Indonesia Asahan Aluminium(简称Inalum)首席执行官Melati Sarnita于周四向议员披露，公司在西加里曼丹新建的大型铝厂已进入规划落地阶段，预计2029年实现正式投产。该项目作为印尼铝产业"下游化"战略的关键布局，将显著提升本土产能并降低进口依赖。

据Melati Sarnita介绍，这座新建冶炼厂定位为世界级产能规模，设计年产能达60万吨，项目总投资额预计接近25亿美元。投产后，Inalum的现有铝产能将实现跨越式提升，增幅约达27.5万吨，为公司参与全球铝市场竞争奠定基础。

项目的核心战略价值在于破解印尼铝产品进口依赖困局。Melati明确指出，当前印尼国内54%的铝需求依赖进口，新建产能将直接对冲这一缺口，同时通过产业链本土化提升资源附加值。这一布局与印尼政府推动关键矿产"下游化"的国家战略高度契合，该战略旨在通过发展精深加工产业，摆脱资源出口依赖，构建完整产业生态。

在资本与技术合作层面，Inalum正积极组建多元化合作矩阵。Melati透露，公司已与包括印尼主权财富基金Danantara在内的潜在战略伙伴展开洽谈，同时不乏全球性企业参与合作磋商。值得关注的是，一家提供核心冶炼技术支持的中国企业将成为重要合作方，预计持有该项目5%至10%的股份，不过出于商业保密考虑，其具体名称尚未对外公布。这一合作模式延续了中印尼在有色金属领域的技术与资本协作传统，此前中铝国际等企业已参与印尼氧化铝项目建设。

作为高耗能产业，电力保障是项目落地的关键前提。据悉，该铝厂运营需稳定的1.2吉瓦(GW)电力支撑，Inalum计划通过采购模式解决能源需求，合作对象包括印尼国有电力公司及其他合规能源供应商。从行业背景来看，印尼铝行业自备电力近年增长显著，且水电占比相对较高，为项目能源供应提供了多元化可能性。

与冶炼厂项目相配套，Inalum同步推进上游原材料产能扩张。公司正启动精炼厂升级计划，目标将冶炼级氧化铝产量实现翻倍增长——从当前的年产能100万吨提升至2028年的200万吨。这一举措将构建"氧化铝-电解铝"纵向一体化产业链，降低对外部原材料供应的依赖。据了解，Inalum与印尼国有矿企PT Aneka Tambang(Antam)合作的Mempawah氧化铝厂第一阶段已接近完工，预计2025年一季度投产，为后续产能翻倍奠定基础。

从行业影响来看，Inalum的产能扩张计划将进一步强化印尼在全球铝产业格局中的地位。当前印尼正通过政策引导推动铝土矿资源就地转化，此次项目不仅符合国家战略导向，更将借助国际合作提升技术水平，为东南亚铝产业发展提供新动能。

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印尼Inalum西加里曼丹铝厂计划2029年投产剑指进口替代与产业升级