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中国铝业电解铝板块二氧化碳排放强度（含云铝
中国铝业电解铝板块二氧化碳排放强度（含云铝
行业数据
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所属报告：
中国铝业-公司深度报告：潜龙在渊-250318（76页）.pdf
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行业数据
2026-07-14
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2026年6月电解铝度电成本为0.4204元
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行业数据
2026-07-14
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中东地区电解铝减产情况（单位：万吨）
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2026-07-08
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行业数据
2026-07-08
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国内电解铝进口（万吨）
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行业数据
2026-07-08
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国内电解铝进口盈亏与净进口量走势
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行业数据
2026-07-08
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国内电解铝月度产量（万吨）
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行业数据
2026-07-08
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中东国家电解铝厂分布情况
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行业数据
2026-07-08
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中东国家电解铝、氧化铝产能情况（单位：万吨）
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行业数据
2026-07-08
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国内电解铝月度铝水比例
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行业数据
2026-07-08
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国内电解铝月度产能及利用率
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行业数据
2026-07-08
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国内电解铝运行产能（万吨）
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行业数据
2026-07-08
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电解铝价格复盘（元/吨，数据截至2026年6月13日）
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行业数据
2026-07-08
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截至2026年6月15日，电解铝吨铝税前盈利6655元/吨
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依托云铝股份，弥补绿电短板。云南省具有丰富的绿色电力资源，而云铝产线均位于云南省境内，其 2024H1 生产用电结构中绿电比例约 80%，并表后补充了中国铝业的清洁能源占比，2023 年中国铝业（含云铝股份）绿电占比为 45.2%。同时，云铝依托绿色能源生产的绿色铝与煤电铝相比，碳排放约为煤电铝的 20%左右，在“双碳”背景下，高耗能行业纳入碳排放交易已是势在必行，未来依托云南绿色铝，公司有望进一步巩固成本优势，2023 年电解铝板块碳排放强度较并表前的 2021 年下降 11%。此外，云南电价较为平稳，2023 年交易电力均价 228 元/MWh，较 2022 年涨 2 元/MWh，加上配网费、政府性基金等，云铝 2023 年电力均价约 398 元/MWh，不含税价 352 元/MWh，处于全国低位。
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