印尼Inalum提前达成2025年铝产品销售目标完成率超102%

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提前达成2025年铝产品销售目标完成率超102%

2025-12-04 16:18:22 来源：北方有色网责任编辑：王欣悦

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2025年11月2日，据海外媒体综合报道，印尼国有铝业公司(PT Indonesia Asahan Aluminium，简称Inalum)披露核心经营数据：截至2025年10月底，公司铝产品销售量已达23.65万吨，不仅超额完成23.1万吨的年度销售目标，完成率高达102.4%，较2024年同期22.71万吨的销量实现约4.1%的同比增长，在全球铝行业供需博弈的复杂格局中交出亮眼答卷。

内外双驱促增长行业景气提供支撑

Inalum公司总经理梅拉蒂·萨尼塔在业绩解读中明确，此次销售目标的超额达成，核心得益于国内外市场需求的同步提振与公司市场竞争力的持续巩固。这一判断与全球铝行业发展趋势高度契合——据中国报告大厅2025年中分析，全球电解铝需求在新能源汽车、光伏等新兴领域带动下，2025年增速预计达2.21%，其中东南亚市场因制造业转移成为重要增长极。

作为印尼国内唯一的电解铝生产企业，Inalum的业绩表现更离不开本土产业优势的加持。印尼铝土矿储量位居全球第六，煤炭资源丰富且价格低廉，为铝产业链提供了天然的成本优势。同时，印尼政府通过税收减免、经济特区授权等政策吸引产业链投资，推动国内铝加工需求持续释放，为Inalum筑牢了市场根基。

销售结构凸显本土韧性出口市场多元布局

从销售结构来看，国内市场成为Inalum的核心增长引擎。梅拉蒂·萨尼塔透露，印尼本土市场贡献了76%的销售额，需求增长广泛分布于型材加工、汽车制造、电缆生产及铝板轧制等多个下游行业，这与印尼制造业升级带来的结构性需求相匹配。

在出口市场方面，Inalum实现了多元化布局，24%的产品远销海外，主要覆盖马来西亚、韩国、日本、中国、印度和泰国等亚洲市场。值得注意的是，这些市场恰好与全球铝贸易的核心流向高度重合——澳大利亚金属铝出口就以日本、韩国、中国等为主要目的地，而中资企业在印尼的密集布局，也为Inalum与中国市场的合作搭建了桥梁。产品体系上，G1级铝锭仍为销售主力，S1B级铝锭、铝合金、铝坯料、铝液及S2级铝锭等产品均实现稳定销售，形成了差异化的产品矩阵。

业绩验证战略有效性 2026年剑指更佳表现

此次提前达标为Inalum的后续发展注入强劲动力。公司业务发展总监阿里夫·亨德拉表示，国内外市场的双重利好表现，充分验证了公司聚焦本土需求、深耕亚洲市场的战略正确性。他同时呼吁各方继续给予支持，助力公司在2026年保持业绩稳定并实现进一步突破。

从行业前景来看，Inalum的增长具备可持续性。目前印尼规划的电解铝产能已达1300万吨左右，中资企业贡献了84%的产能规划，正推动印尼从"资源出口国"向"全球铝业枢纽"转型。作为印尼国有铝业的标杆企业，Inalum有望在产业链集群效应中持续受益，其后续发展将为东南亚铝产业格局带来重要影响。

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印尼Inalum提前达成2025年铝产品销售目标 完成率超102%

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印尼Inalum提前达成2025年铝产品销售目标完成率超102%