中钨高新铋矿年产能达1500吨前瞻布局1nm芯片材料赛道

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

中钨高新铋矿年产能达1500吨前瞻布局1nm芯片材料赛道

2025-02-18 15:32:13 来源：北方有色网责任编辑：韩泽楷

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2月5日，中钨高新（000657.SZ）在投资者互动平台回应关于铋矿业务提问时透露，旗下柿竹园公司铋精矿年产能约1500吨，但营收占比受市场价格及选矿效率波动影响，未直接回应铋材料在超精密AI芯片领域的应用潜力。

关键数据披露：

产能规模：柿竹园铋精矿年产1500吨（全球占比约8%），居国内前三，但受选矿回收率（当前约65%-70%）限制，实际产量存在波动；
营收占比：参考2023年铋价区间14-16万元/吨，该业务年营收约2.1-2.4亿元，占公司总营收不足2%（2023年中钨高新总营收预估126亿元）；
成本结构：铋为钨钼多金属矿伴生产品，采矿及选矿成本已摊入主产品核算，边际利润率超60%。

技术前景聚焦：铋基材料或突破1nm芯片瓶颈
投资者提问提及“铋矿特性可用于1nm以下AI芯片”，直指铋金属两大前沿应用：

拓扑绝缘体材料：铋系化合物（如Bi₂Se₃）可用于量子计算芯片制造，IBM、英特尔已开展相关研究；
极紫外光刻（EUV）靶材：高纯铋薄膜可提升7nm以下制程光刻精度，ASML正联合材料商进行验证。

公司战略考量：资源协同与高端转化
中钨高新在重组报告书中明确，将依托铋资源延伸半导体材料产业链：

短期定位：作为全球最大钨企，铋业务聚焦稳定现金流，2024年计划通过工艺优化将回收率提升至75%；
长期布局：联合中南大学研发高纯铋（6N级）提纯技术，规划建设年产200吨电子级铋产线，切入半导体靶材赛道。

行业观察：
当前全球铋年需求量约1.8万吨，其中70%用于医药、焊料等传统领域。随着台积电2nm制程量产在即，若铋基材料获突破，2030年半导体用铋需求或激增至5000吨/年。中钨高新手握稀缺资源，能否抢占技术制高点值得持续关注。

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中钨高新铋矿年产能达1500吨 前瞻布局1nm芯片材料赛道

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