新疆众和 67.81 亿元布局防城港氧化铝项目打造全产业链成本优势

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

新疆众和 67.81 亿元布局防城港氧化铝项目打造全产业链成本优势

2025-03-10 09:10:42 来源：北方有色网责任编辑：管理员

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新疆众和于 3 月 7 日公告披露，公司拟通过控股子公司防城港中丝路新材料科技有限公司投资建设年产 240 万吨氧化铝项目，项目总投资 67.81 亿元，其中项目资本金 20.34 亿元，将由公司全资子公司广西宏泰新材料有限公司与关联方特变电工集团按持股比例同比例增资解决。该项目选址广西防城港市企沙工业园区，毗邻赤沙深水码头，计划建设两条 120 万吨 / 年生产线，配套建设动力车间、公辅系统及赤泥堆场等设施，建设周期为 24 个月，达产后预计年新增营收 63.72 亿元，利润总额 9.25 亿元，税后内部收益率达 14.70%。

项目区位优势显著，依托赤沙码头的铝土矿运输条件，可实现原料直抵厂区，较内陆企业吨成本降低 600-800 元，运输成本占比仅 8.7%-26.3%，在行业平均成本 2600 元 / 吨的背景下，临港布局形成的 220-680 元 / 吨成本优势将大幅提升盈利空间。此外，特变电工集团在几内亚拥有高品位铝土矿资源，其三水铝石型矿石氧化铝含量达 50%-55%，硅含量低于 3%，配合港口临近的开发模式，为项目提供了全球最具竞争力的原料保障。

当前国内铝土矿储量仅占全球 2%，静态开采年限不足 10 年，叠加几内亚雨季对矿石供应的持续影响，铝土矿资源约束加剧。而西南地区作为电解铝主产区，现有氧化铝产能 2580 万吨，需求缺口约 270 万吨，项目建成后将有效辐射广西、云南等区域，填补市场供需缺口。同时，项目产品除供应西南电解铝厂外，还将优先保障公司新疆高纯铝产线的高品质原料需求，强化 “能源 - 氧化铝 - 高纯铝 - 电子铝箔” 全产业链协同效应。

值得关注的是，项目建设存在资金筹措、市场波动及成本控制等风险。公司表示将通过分期出资、优化融资结构等方式缓解短期资金压力，长期则通过产业链延伸增强抗周期能力，进一步巩固铝基新材料领域的成本优势与技术壁垒。该项目的实施标志着公司在资源整合与产业升级战略上的重要突破，为未来持续发展奠定坚实基础。

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新疆众和 67.81 亿元布局防城港氧化铝项目 打造全产业链成本优势

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新疆众和 67.81 亿元布局防城港氧化铝项目打造全产业链成本优势