节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10
7月9日,贸易数据平台Export Genius数据显示,矿业能源集团PT Alamtri Resources Indonesia旗下冶炼厂于6月完成首批铝出口,出口目的地为美国与韩国。该冶炼厂位于婆罗洲岛的Kalimantan铝厂,其一期项目于2025年底启动试生产。
Export Genius数据进一步显示,6月该冶炼厂向美国出口原铝31,494吨,向韩国出口3,569吨。此批出口标志着该冶炼厂正式进入国际铝市场供应体系。
受美伊冲突影响,海湾主要铝供应商交付中断,美国市场正积极寻求替代供ź..
此外,数据显示印尼另一家冶炼厂曾于3月向美国出口铝约18,500吨,表明印尼铝冶炼企业在满足美国替代供应需求方面已具备一定能力。
Alamtri集团发言人指出,其冶炼项目已引发潜在客户的浓厚兴趣,2026年铝锭销售目标为35万吨,市场覆盖国内及国际领域。随着产能逐步释放,该集团有望在东南亚铝出口市场占据重要地位。
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