Muchikamu chechipiri chegore ra2026, nhamba yemitengo yealuminium profile export orders yeChina yakawedzerazve kwemwedzi mitatu yakatevedzana, zvichidzosera shure maitiro ekunonoka kwechikamu chekutanga. Sekureva kwedata kubva kuChina Nonferrous Metals Industry Association, kubva muna Ndira kusvika Chivabvu 2026, huwandu hwealuminium profiles yekutengeswa kunze kwenyika muChina hwaive matani angangoita 980 000, kuwedzera kwegore negore kwe8.5%. Mari yekutengeswa kunze kwenyika inosvika mabhiriyoni 4.2 emadhora ekuAmerica, kuwedzera kwegore negore kwe12.3%. Kuwedzera kukuru kunobva kumusika weSoutheast Asia neNorth America electric vehicle supply chain, izvo pamwe chete zvinopa 72% yekuwedzera kwekutengeswa kunze kwenyika.
Kukurumidza Kwezvivakwa zveSoutheast Asia: Nzvimbo Itsva Yekukura Kwezvinhu Zvekutengeswa Kunze Kwenyika neAluminium Profile
Kudyara mari muzvivakwa zveAssociation of Southeast Asian Nations (ASEAN) kunotarisirwa kusvika mabhiriyoni mazana maviri negumi emadhora ekuAmerica muna 2026, kuwedzera kwegore negore kwe15%. Kuvakwa kweguta guru idzva reIndonesia, Nusantara, kwapinda munguva yepamusoro, nekudiwa kukuru kwemadziro emaketeni, magonhi nemahwindo, uye nzvimbo dzekufambisa dzine aruminiyamu. Vietnam neThailand vakakurumidza kuisa magetsi e photovoltaic, neodha dzekunze dzema profiles ealuminium anoshandiswa mumafuremu e photovoltaic dzichiwedzera neanopfuura 40% gore negore. Mapurojekiti ekufambisa njanji muMalaysia nePhilippines ari kuenderera mberi zvakanyanya, uye huwandu hwekutenga ma profiles ealuminium uyemachira earuminiyamuyakawedzera zvakanyanya. Musika wekuSoutheast Asia unovimba zvakanyanya nemaprofiles earuminiyamu ekuChina, kunyanya nekuda kwekusakwana kwekugadzirisa aruminiyamu munharaunda iyi kuti isangane nezvinodiwa zvezvivakwa, uye zvigadzirwa zvekuChina zvine zvakanakira zvikuru pakukwikwidzana maererano nekushandisa mari zvakanaka.
Kuverengera mitengo yekabhoni yeEU: kumanikidzwa kwemitengo inosvika maeuro 80-120 patani
EU Carbon Border Adjustment Mechanism (CBAM) ichapinda muchikamu chakakwana chekushanda muna 2026, uye zvigadzirwa zvearuminiyamu zvichave chikamu chekutanga chemitero. Sekureva kwekuverenga kweEuropean Commission, avhareji yesimba remagetsi ealuminium muChina inosvika matani 14.5 eCO₂/ton yearuminiyamu, yakakwira zvakanyanya kupfuura matani matanhatu eCO₂/ton yearuminiyamu inogadzirwa nearuminiyamu yemuno muEU. Zvichienderana nemutengo wekabhoni weEU uripo weinenge 85 euros/ton yeCO₂, kutumira zvigadzirwa zvearuminiyamu zveChina kuEU kuchasangana nemutengo wekabhoni weinenge 80~120 euros/ton, yakaenzana neinenge 620~930 yuan/ton muyuan yeChinese. Kana mutengo uyu ukapfuudzwa zvizere, zvichaderedza zvakanyanya kukwikwidzana kwemitengo kwezvigadzirwa zvearuminiyamu zveChina mumusika weEurope. Vamwe vatengi vekuEurope vatanga kukumbira vatengesi kuti vape chitupa chekabhoni yechigadzirwa, uye mutengo wepamusoro wezvigadzirwa zvearuminiyamu zvine kabhoni shoma uri kuoneka zvishoma nezvishoma.
Nzira Yekubudirira Kwebhizinesi: Green, Low Carbon, uye High End Development
Vachitarisana nekumanikidzwa kwemari yekabhoni, makambani ekugadzira aruminiyamu emuno ari kukurumidza kuronga kugona kwekugadzira kabhoni yakasvibirira uye yakaderera. Yunnan, Sichuan nedzimwe nzvimbo dzekumaodzanyemba kwakadziva kumadokero vanovimba nemagetsi akawanda emvura kuti vagadzire mapurojekiti emagetsi akabatanidzwa ehydropower aruminiyamu. Simba remhepo inoburitsa kabhoni yehydropower aruminiyamu rinogona kuderedzwa kusvika pasi pematani masere eCO₂/ton yearuminiyamu, iyo yakaderera ne45% pane iyo yearuminiyamu ine simba rekupisa. Pamusoro pezvo, indasitiri yearuminiyamu yakadzokororwa yapinda munguva yekuvandudzwa, ine simba remhepo inoburitsa kabhoni rematani angangoita 1.5 eCO₂ patani yearuminiyamu, zvichiratidza mabhenefiti akakosha ecarbon yakaderera. Muhafu yekutanga ya2026, kugadzirwa kwearuminiyamu yakadzokororwa mudzimba kuchave matani angangoita 7.8 miriyoni, kuwedzera kwegore negore kwe11.2%, zvichiita 22% yehuwandu hwearuminiyamu. Panyaya yezvigadzirwa zvepamusoro-soro, chikamu chekutengesa kunze kwenyika chezvigadzirwa zvakakosha zvakaita searuminiyamu yekuisa mota, aruminiyamu yendege, uye foil yearuminiyamu yemagetsi chiri kuramba chichiwedzera, uye chimiro chechigadzirwa chekuburitsa kunze chinogadziriswa zvishoma nezvishoma.
Makwikwi Emumba: Kuwedzera Kumanikidzwa Kwesimba uye Kusiyana Kwekuda
Kugona kwekugadzira aruminiyamu yemuno kuri kuramba kuchikura. Muhafu yekutanga ya2026, kugona kwekugadzira aruminiyamu itsva kuchave matani angangoita mamiriyoni 1.2 pagore, uye kugona kwese kwekugadzira kuchapfuura matani mamiriyoni makumi mana nemashanu pagore, nepo kushandiswa kwacho kuchionekwa kuchave matani angangoita mamiriyoni makumi mana nemaviri pagore. Maitiro ekuwedzera simba haasati achinja. Kukwidziridzwa kwemakwikwi kwakakonzera kumanikidzwa kuri kuramba kuchienderera mberi pamari yekugadzirisa. Mari yekugadzirisa ma profiles ekuvaka aruminiyamu yakadzikira kusvika pa2500 ~ 3000 yuan/tani, kudzikira kweinenge 40% kubva pakakwirira muna 2020. Musiyano wepurofiti yemabhizinesi uri kuwedzera, uye mugove wemusika wemabhizinesi makuru ane mukana wepasi wecarbon, zvigadzirwa zvepamusoro, uye chimiro chevatengi vepamusoro chiri kuramba uchikwira. Nzvimbo yekugara kwemabhizinesi madiki nepakati ekugadzirisa iri kudzvanywa zvakanyanya.
Maodha ekutumira zvinhu kunze kwearuminiyamu akawedzerazve kwemwedzi mitatu yakatevedzana, zvichiratidza kuvandudzika kushoma mukudiwa kwekunze, nezvivakwa zvekuSoutheast Asia uye cheni dzemagetsi dzeNorth America dziri idzo dziri simba guru. Asi kushandiswa kwakazara kwemitero yekabhoni yeEU kuri pedyo, uye kukwikwidzana kwekabhoni shoma kuchava chinhu chikuru chinosarudza magumo emabhizinesi ekutumira zvinhu kunze kwenyika. Makambani ekugadzira aruminiyamu emuno anofanirwa kukurumidzisa shanduko yavo yegreen nekabhoni shoma, kugadzirisa chimiro chezvigadzirwa zvavo zvekutumira zvinhu kunze kwenyika, kuitira kuti vasakundike mumakwikwi epasi rose.
Nguva yekutumira: Chikunguru-16-2026