节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
安赛乐米塔尔巴西分公司近期宣布完成11.3亿美元风电及光伏资产投资，项目总装机容量达1吉瓦，预计至2030年可使公司自发能源产能提升85%。公司首席执行官埃弗顿・内格罗西奥洛指出，此次投资落地是能源转型战略的关键里程碑，既契合市场对可持续运营的增长诉求，亦能强化企业竞争力与运营效率；同时披露安赛乐米塔尔为巴西第四大电力消费主体。
本次投资涵盖三大电站项目：其一为巴比伦中心风电场综合体，位于...00兆瓦，投资1.27亿美元，2026年3月投运；其三为安赛乐米塔尔能源帕拉卡图光伏电站，位于米纳斯吉拉斯州帕拉卡图市，与阿特拉斯可再生能源合作建设，装机264兆瓦，投资1.74亿美元，2025年10月投运。
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