涨价预期!具备弹性的12家企业(附列表)

投研大叔
Nov 08, 2025

铝作为一种基础工业金属,凭借其轻量化、高导电性、耐腐蚀和优异延展性等特性,在现代工业中扮演着核心角色,目前原生铝主要是电解铝,以氧化铝为原料,通过电解法生产,纯度高,可满足高端制造需求,但能耗高、成本高,电力成本占30%-35%,另外就是再生铝,以废铝为原料,通过重熔、提纯生产,能耗仅为电解铝的5%,回收率超90%,但纯度较低,主要用于建筑型材、低端铸件等领域。2024年国内消费主要集中在建筑地产...

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