一、产业格局:从规模扩张到质量跃迁的转折点当前,中国铝材产业正处于从“量的积累”向“质的飞跃”转型的关键阶段。作为全球最大的铝生产与消费国,中国铝材产量占全球总量的半数以上,产业链覆盖铝土矿开采、氧化铝提炼、电解铝生产到铝材加工的全环节。然而,传统依赖规模扩张的发展模式正面临“双碳”目标约束与市场需求升级的双重挑战,行业格局加速重构。1.1 产能结构:绿色化与区域协同并行电解铝产能向云南、四川等...
Source Link一、产业格局:从规模扩张到质量跃迁的转折点当前,中国铝材产业正处于从“量的积累”向“质的飞跃”转型的关键阶段。作为全球最大的铝生产与消费国,中国铝材产量占全球总量的半数以上,产业链覆盖铝土矿开采、氧化铝提炼、电解铝生产到铝材加工的全环节。然而,传统依赖规模扩张的发展模式正面临“双碳”目标约束与市场需求升级的双重挑战,行业格局加速重构。1.1 产能结构:绿色化与区域协同并行电解铝产能向云南、四川等...
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