中国有色金属工业协会：2025 年 3 月铝产业高质量发展政策落地成效分析

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

中国有色金属工业协会：2025 年 3 月铝产业高质量发展政策落地成效分析

2025-04-16 09:17:36 来源：北方有色网责任编辑：管理员

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一、产业现状：量价齐升与结构优化

价格与成本：3 月 LME 铝价指数 109.9（↑1.6%），铜川电解铝企业依托 "煤 - 电 - 铝" 循环模式降低成本 15%，但氧化铝价格上涨推高原料成本，再生铝利用缓解压力。

投资与技术：铝冶炼投资指数 157.7（大幅提升），20 余个在建项目总投资超 70 亿元，陕西有色精铝提纯、铭帝集团氧化电泳等技术填补区域空白。

需求分化：房地产边际改善（商品房销售指数 - 17.8），铜川铝企转向汽车（达美轮毂配套比亚迪）、光伏（铭帝支架）等新兴领域，贡献 60% 产值增长。

二、政策支撑：全链条服务体系构建

协同机制：建立铝液直供模式，下游成本降 20%，"链主" 企业牵头制定 14 项国家 / 行业标准，产业链配套率达 90%。

绿色转型：董家河循环园年回收废铝 10 万吨，能耗降 15%；推广 "光伏 + 储能"，铭帝集团光伏发电满足 30% 用电。

质量帮扶：市场监管局转化 "问题 - 服务清单"，2024 年助企获专利 45 项，6 家企业入选国家级专精特新 "小巨人"。

三、企业实践：创新驱动与市场拓展

高端化：达美轮毂轻量化率提升 20%，大秦铝业 2/7 系合金应用于航天领域。

智能化：铭帝集团数字化管理效率提 40%，陕建铭铝 AI 检测合格率达 99.5%。

多元化：应对出口退税取消（出口指数 - 36.9），加速布局国内光伏、汽车市场，本地配套率超 70%。

四、未来方向：三大核心路径

延链补链：2025 年再生铝产能达 125 万吨，建铝基新材料研究院攻关铝锂合金等技术。

绿色升级：推广非化石能源，美鑫 30 万吨铝镁合金项目碳排放降 20%。

市场开拓：打造汽车轻量化零部件基地，建设跨境电商平台拓展 "一带一路" 市场。

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中国有色金属工业协会：2025 年 3 月铝产业高质量发展政策落地成效分析

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