节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
印尼铝业（PT Inalum）拟将位于西加里曼丹Mempawah的氧化铝精炼厂二期项目（SGAR Fase 2）调整为一期扩建工程，目标于2028年实现商业化投产。据悉，该精炼厂一期设计年产能为100万吨氧化铝，预计2025年底达成商业运行状态（COD）；二期扩建项目投产后，将使印尼国内氧化铝年产能提升至200万吨，进一步完善本土氧化铝产业布局。
从需求端看，未来30年印尼铝需求预计将实现60...汽车电池及可再生能源技术的快速渗透与应用。不过当前印尼本土原铝供应仅能覆盖约46%的市场需求，剩余54%依赖进口，供需失衡问题显著。
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