Fa'ida daga dual drive na duniya masana'antu farfadowa da kuma kalaman na sabon makamashi masana'antu, cikin gidaaluminum masana'antuKamfanonin da aka jera za su ba da sakamako mai ban sha'awa a cikin 2024, tare da manyan kamfanoni da ke samun babban ma'aunin riba mai tarihi. Bisa kididdigar da aka yi, a cikin 24 da aka jera kamfanonin aluminum da suka bayyana rahoton shekara-shekara na 2024, fiye da kashi 50% daga cikinsu sun sami karuwa a kowace shekara a cikin ribar da aka danganta ga kamfanonin iyayensu, kuma masana'antar gaba ɗaya tana nuna haɓakar haɓakawa na yawa da hauhawar farashin.

Ci gaban manyan masana'antu a cikin riba yana nuna tasirin haɗin gwiwa na sarkar masana'antu

A matsayinsa na jagora a cikin masana'antu, Kamfanin Aluminum na kasar Sin ya samu mafi kyawun aikinsa tun bayan da ya fito fili a shekarar 2024 tare da karuwar riba mai yawa a duk shekara, saboda cikakkiyar fa'idar tsarin sarkar masana'antu. Dogaro da dabarun haɗin gwiwar koren wutar lantarki da aluminium, Yunlv Group ya sami ƙimar farashi da haɓaka fa'ida a ƙarƙashin manufar "dual carbon", kuma ma'aunin ribar da yake samu ya karya bayanai. Ya kamata a lura cewa ribar da kamfanoni irin su Tian Shan Aluminum, Chang Aluminum, da Fenghua suka samu ya ninka sau biyu. Daga cikin su, Tian Shan Aluminum ya kara yawan ribar da yake samu ta hanyar fadada kasuwancin da ya kara da darajarsa; Kamfanin Changlv ya yi amfani da damar buƙatun buƙatun sabbin kayan batir ɗin makamashin abin hawa, yana samun wadatar samarwa da siyarwa.

Buƙatun ƙasa, wuraren furanni masu yawa, cikakkun umarni, cikakken ƙarfin samarwa, cikakke buɗewa

Daga hangen nesa na kasuwar tasha, haɓaka masana'antar masana'anta, haɓaka ƙarfin shigar da hoto, da sake zagayowar sabbin kayan lantarki na mabukaci tare sun haɗa ƙarfi uku na haɓaka buƙatun aluminium. Halin rashin nauyi a cikin motoci yana haifar da ci gaba da haɓaka ƙimar shigar bayanan bayanan aluminum a fagen sabbin motocin makamashi. Adadin aluminium da aka yi amfani da shi don firam ɗin photovoltaic yana ƙaruwa akai-akai tare da faɗaɗa ƙarfin shigar. Gina tashoshin tushe na 5G da buƙatun sanyaya uwar garken AI suna haifar da haɓaka sifofin aluminum na masana'antu. Daga cikin kamfanonin aluminium 12 da suka fitar da rahoton kwata na farko da kuma hasashen aikin na 2025, kusan kashi 60% daga cikinsu suna ci gaba da haɓaka haɓakarsu. Kamfanoni da yawa sun bayyana cewa jadawalin odar da suke yi a halin yanzu ya kai kashi na uku, kuma yawan amfanin su ya kasance a matakin sama da kashi 90%.

Hannun masana'antu yana ƙaruwa, babban canji yana haɓaka

Ƙarƙashin haɓakar haɓaka fasalin tsarin samar da kayayyaki da manufofin sarrafa dual akan amfani da makamashi, masana'antar aluminium tana haɓaka canjin sa zuwa ga kore, ƙananan carbon, da masana'anta na hankali. Manyan masana'antu suna ci gaba da haɓaka tsarin samfuran su ta hanyar shimfida ayyukan aluminium da aka sake fa'ida, haɓaka samfura masu inganci irin su aluminium mai tsafta don sararin samaniya da ɓoyayyen baturi. Manazarta sun yi nuni da cewa, tare da ci gaba da farfadowar tattalin arzikin cikin gida da kuma fitar da buƙatun aluminum a fagage masu tasowa, ana sa ran sarkar masana'antar aluminium za ta ci gaba da bunƙasa yanayin wadata, kuma manyan kamfanonin da ke da shingen fasaha da fa'idar tsadar kayayyaki za su ƙara ƙarfafa matsayinsu na kasuwa.

A halin yanzu, tsakiyar aikin farashin aluminium yana ci gaba da hawa sama, haɗe tare da bayyane sakamakon raguwar farashi da haɓaka ingantaccen aiki a cikin masana'antu, ana sa ran matakin ribar masana'antu zai kasance mai girma. Cibiyoyin kasuwa sun yi hasashen cewa ƙimar ci gaban riba ta masana'antar aluminium na iya kasancewa cikin kewayon lambobi biyu nan da shekarar 2025, kuma haɓakar haɗin gwiwa da babban ci gaba na sarkar masana'antar za ta zama babban filin gasa ga kamfanoni.