中国铝业铝土矿自给率创新高资源保障体系持续升级

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

中国铝业铝土矿自给率创新高资源保障体系持续升级

2025-11-27 15:53:15 来源：北方有色网责任编辑：王欣悦

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11月26日，中国铝业(601600.SH)在投资者互动平台明确表示，公司当前拥有丰富的铝土矿及煤炭资源储备，且资源保障能力正持续增强。核心数据显示，2025年上半年公司铝土矿自给率较年初提升6个百分点，达到76%的近五年峰值，这一成果标志着其资源自主保障体系建设取得阶段性突破。

作为全球铝产业链龙头企业，中国铝业的资源布局已形成"国内深耕+海外拓展"的双线格局。国内层面，截至2024年末，公司掌控13座自有铝土矿山，主要分布于河南、山西、贵州等资源核心区，合计资源量达6.22亿吨，储量1.82亿吨，2024年国内产量达1451.4万吨，稳居国内铝土矿资源拥有量首位。海外布局中，几内亚Boffa铝土矿项目成为核心支撑，该项目是我国在几内亚投资规模最大的铝土矿开发项目，公司持股85%，已探明可利用铝资源量17.61亿吨，平均品位达33.72%，较国内矿山高出8-10个百分点，2024年产量达1566万吨，同比增幅达16.14%。叠加国内外资源储备，截至2024年末公司全球铝土矿资源量已达27亿吨，为产能稳定提供坚实基础。

资源自给率的提升直接赋能全产业链发展。2025年上半年，公司冶金级氧化铝产量860万吨，同比增长4.88%;原铝(含合金)产量397万吨，同比大幅增长9.37%，产能释放节奏稳健。在成本管控方面，得益于高品位矿石自给能力增强及大宗物资集采等举措，公司氧化铝和电解铝成本均优于行业平均水平，其中海外铝土矿供应增加及绿电项目落地(清洁能源供电占比达45.5%)进一步构筑成本护城河。值得关注的是，郑州研究院研发的低品位铝土矿重选除杂技术、高硫铝土矿脱硫脱碳技术等核心工艺，已实现5500余万吨低品位资源及超1亿吨高硫资源的高效利用，为资源供给提供技术保障。

面对我国铝土矿"低储高产"的结构性矛盾(2024年国内储量占全球2.5%，产量占比21%，对外依存度73%)，中国铝业正持续强化资源保障策略。国内方面，公司积极参与河南、山西等地矿权出让竞争，2024年新增国内矿权3宗;海外领域加速推进Boffa项目二期建设，并在澳大利亚、印度尼西亚开展资源勘查，构建多元化供应体系。与此同时，公司煤炭资源配套优势显著，2025年上半年煤炭产量661万吨，同比增长3.61%，为铝冶炼环节提供稳定能源支撑。

行业分析指出，当前全球电解铝供需呈现紧平衡态势，国内产能逼近政策天花板，海外产能增长受限，铝价中枢有望稳步上移。在此背景下，中国铝业27亿吨级铝土矿资源储备及持续提升的自给能力，不仅能有效对冲原料价格波动风险，更将为其在高端铝材、新能源汽车铝合金部件等下游领域的拓展奠定基础，进一步巩固全球行业龙头地位。

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