节点:下游(终端消费/应用)位置:下游情绪:利好参考度:8/10
在通辽市扎鲁特旗铝工业园区,国家电投内蒙古公司扎哈淖尔35万吨绿电铝项目136台电解槽顺利启动,标志该项目取得阶段性突破。
该项目作为霍林河循环经济“煤—新能源—电—铝”联营新范式的核心载体,规划建设35万吨/年电解铝产能,配套65万千瓦风电,年用电量约46.5亿千瓦时,绿电占比达80%,彰显国家电投内蒙古公司绿色转型决心。截至目前,项目264台电解槽中已有136台稳定运行(投产过半),恰逢市场窗口期,成为利润贡献重要增长极。4月10日新线成功接入,进一步打通能源输送动脉,推动“煤—铝—电—新能源”全链条高效联动,为循环经济高质量发展注入新动能。
项目启动期间,面对人员资源紧张、技术攻关等挑战,扎哈淖尔铝业统筹设备调试、生产优化、安全Ǯ..3家铝厂形成协同发展合力,加速项目启动进程。
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