几内亚Nimba Mining本月重启铝土矿开采 2026年出口剑指千万吨

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

几内亚Nimba Mining本月重启铝土矿开采 2026年出口剑指千万吨

2025-12-18 15:18:39 来源：北方有色网责任编辑：王欣悦

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近日，几内亚国有矿业公司Nimba Mining(简称NMC)总经理Patrice L'Huillier向媒体披露了公司最新运营规划，宣布计划于本月正式重启铝土矿采矿作业，核心目标为2026年实现1000万吨铝土矿出口量，并逐步将年产能提升至1400万吨，这一规模将恢复至其接管资产此前的峰值水平。

作为几内亚矿业资源整合后的重要载体，Nimba Mining的运营进展备受全球铝产业链关注。据L'Huillier介绍，公司已率先启动库存铝土矿的出口工作——10月底开始发运原几内亚氧化铝公司(GAC)被撤销许可证前留存的150万吨铝土矿，截至目前已顺利运出68万吨，剩余库存将在未来两个月内完成清关发运。

此次重启的采矿资产具备雄厚资源基础。L'Huillier强调，Nimba Mining持有的采矿许可证覆盖矿区面积达690.20平方公里，对应的铝土矿探明储量约4.7亿吨，且矿石品位优良，三氧化二铝含量普遍在45%以上，具备显著开采经济性。这些资产原为阿联酋全球铝业(EGA)子公司GAC所有，2023年7月几内亚政府因炼油厂建设争议撤销其采矿许可，随后于2025年8月成立Nimba Mining接管该部分资产，并授予其25年有效期的采矿特许权。

配合几内亚政府推动的矿业本土化战略，Nimba Mining已启动产业链延伸布局。L'Huillier透露，公司已正式启动年产120万吨氧化铝厂的招标工作，这一举措与几内亚2025年出台的《本土化加工法案》要求高度契合——该法案明确新建矿山项目须配套建设深加工设施方可获得开采许可，旨在提升资源附加值并增加就业岗位。目前几内亚政府正与EGA就铝土矿长期供应协议进行谈判，若达成共识将有效避免法律纠纷，同时为Nimba Mining的产能释放提供稳定市场支撑。

几内亚作为全球第二大铝土矿出口国，其供应格局变动直接影响全球市场平衡。数据显示，几内亚铝土矿储量约占全球23.1%，2023年以9800万吨的年产量跃居全球第二，其中中国进口量占比达58%。此次Nimba Mining的产能规划，恰逢几内亚将铝土矿出口关税从5.5%上调至10%的政策节点，这一组合举措既体现了几内亚强化资源管控的思路，也为全球铝土矿市场注入新的供应变量。

行业分析指出，若Nimba Mining顺利达成2026年出口目标，将进一步巩固几内亚在全球铝土矿供应体系中的核心地位。结合全球铝土矿需求年均4.2%的增长预期，几内亚新增产能将有效缓解市场结构性紧张，但关税上调带来的成本上升，可能会对中国等主要进口国的氧化铝生产企业形成一定成本压力。

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几内亚Nimba Mining本月重启铝土矿开采 2026年出口剑指千万吨

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