节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
中国铝行业于2024年提前6年实现碳达峰目标，峰值约5.55亿吨二氧化碳当量，2025年碳排放预计回落。电解铝作为铝工业碳达峰的核心，其碳排放量占铝工业80%左右、有色金属行业70%左右，是行业碳达峰的主攻方向。
“十四五”期间，铝行业以供给侧结构性改革为主线，推动电解铝产能向清洁能源富集地区转移，累计置换产能超500万吨，形成云南、四川、内蒙古等绿电铝集群，产业匹配度与企业集中度显著提升。2021-2024年电解铝产量增速回落至接近“天花板”，吨铝综合交流电耗逐年下降，2024年达13262千瓦时，较世界平均..
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