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电解铝碳碳排放量占全社会碳排放量情况
电解铝碳碳排放量占全社会碳排放量情况
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2021年电解铝行业前景及神火股份业务布局分析报告（24页）.pdf
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2026年6月电解铝平均成本16025.12元/吨
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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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行业数据
2026-07-08
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国内电解铝产能变动（万吨）
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行业数据
2026-07-08
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国内从俄罗斯进口电解铝数量（万吨）
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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、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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行业数据
2026-07-08
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国内电解铝社会库存变化（万吨）
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2026-07-08
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我国于 2020 年 9 月提出“双碳”目标，但碳排放体量大、能源结构相对不合理、高碳化石能源占比过高等问题仍然存在，我国碳减排压力较大，政府未来可能会采取更强有力的措施来实现“双碳”目标。据 wind 数据，我国碳排放主要来自燃料燃烧，占全国碳排放量 90%以上，其中发电与供热占燃料燃烧碳排放量的 51%，电解铝耗电占该板块的 8%，因此仅电解铝耗电导致的碳排放达到全国总碳排放量 4.1%。除耗电环节导致的碳排放外，电解环节的阳极消耗也会产生一定的二氧化碳，约占全国生产制造碳排放量的 2%、占全国总碳排放量的0.6%。2019 年中国电解铝产量 3512 万吨，占全球电解铝产量的 55.2%。
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