节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
南山铝业正通过在印尼新建25万吨电解铝项目拓展下游生产业务。该项目计划于2026年启动筹备工作，建设周期为两年，总投资额达4.37亿美元。工厂选址位于民丹岛的加朗巴塘经济特区，将依托集团在周边已有的氧化铝业务。
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