Ukuhlomula ekushayeleni okumbaxambili kokusimama kokukhiqiza emhlabeni jikelele kanye negagasi lemboni yamandla amasha, yasekhayaimboni ye-aluminiumizinkampani ezisohlwini zizoletha imiphumela encomekayo ngo-2024, ngamabhizinisi aphezulu azuza umlando ophezulu ngesilinganiso senzuzo. Ngokwezibalo, phakathi kwezinkampani ze-aluminium ezisohlwini ezingu-24 ezidalule imibiko yazo yonyaka ka-2024, ezingaphezu kuka-50% zazo zithole ukukhuphuka konyaka nonyaka kwensalela yenzuzo ebangelwa izinkampani ezingabazali bazo, futhi imboni iyonke ikhombisa umkhuba ophumelelayo kokubili kwenani kanye nokukhuphuka kwentengo.

Ukuphumelela kwamabhizinisi aphezulu ekwenzeni inzuzo kugqamisa umthelela we-synergistic wochungechunge lwezimboni

Njengomdlali ohamba phambili embonini, i-Aluminium Corporation yaseChina izuze ukusebenza kahle kwayo kusukela yaba sesidlangalaleni ngo-2024 ngokunyuka okuphawulekayo konyaka nonyaka kwensalela yenzuzo, ngenxa yenzuzo yayo ephelele yesakhiwo semboni. Ngokuthembela kuhlelo oludidiyelwe lwamandla aphehlwa ngamanzi aluhlaza ne-aluminium, i-Yunlv Group izuze izindleko kanye nokuthuthukiswa kwenzuzo ngaphansi kwesizinda senqubomgomo "yekhabhoni ekabili", futhi isikali sayo senzuzo sensalela siphinde saphula amarekhodi. Kuyaqapheleka ukuthi inzuzo yonke yamabhizinisi afana ne-Tian Shan Aluminium, i-Chang Aluminium, ne-Fenghua iphindwe kabili. Phakathi kwazo, i-Tian Shan Aluminium iye yandise ngokuphawulekayo umkhawulo wayo wenzuzo enkulu ngokwandisa ibhizinisi layo le-value-added aluminium foil ephezulu; I-Changlv Corporation ibambe ithuba lesidingo esiqhumayo sezinto ezintsha zebhethri yemoto yamandla, yazuza kokubili ukukhiqiza nokuthengisa ukuchuma.

Isidingo esingaphansi komfula, amaphuzu ezimbali amaningi, ama-oda agcwele, umthamo ogcwele wokukhiqiza, avuleke ngokugcwele

Ngokombono wemakethe yesiphetho, ukuthuthukiswa kwemboni yokukhiqiza, ukwanda kwamandla afakiwe e-photovoltaic, kanye nomjikelezo wokuqamba kabusha wezinto zikagesi ezithengwayo ngokuhlanganyela kuhlanganisa amandla amathathu okushayela okukhula kwesidingo se-aluminium. Umkhuba wokukhanya ezimotweni ushayela ukwanda okuqhubekayo kwezinga lokungena kwamaphrofayili e-aluminium emkhakheni wezimoto ezintsha zamandla. Inani le-aluminium elisetshenziselwa amafreyimu e-photovoltaic likhula kancane kancane ngokunwetshwa komthamo ofakiwe. Ukwakhiwa kweziteshi eziyisisekelo ze-5G kanye nesidingo sokupholisa iseva ye-AI kuqhuba ukuthuthukiswa kwezakhiwo ze-aluminium zezimboni. Phakathi kwezinkampani ze-aluminium ezingu-12 ezikhiphe imibiko yazo yekota yokuqala kanye nezibikezelo zokusebenza zango-2025, cishe u-60% wazo uyaqhubeka nokukhula kwazo. Izinkampani eziningi zidalule ukuthi ukuhlela kwazo kwamanje kwe-oda sekufinyelele engxenyeni yesithathu, futhi izinga lokusebenzisa amandla azo lisalokhu lisezingeni eliphezulu elingaphezu kwama-90%.

Ukugxila kwemboni kuyanda, uguquko olusezingeni eliphezulu luyashesha

Ngaphansi kokugqugquzelwa kwezinguquko zesakhiwo sohlangothi lokunikezela kanye nezinqubomgomo zokulawula okukabili ekusetshenzisweni kwamandla, imboni ye-aluminium isheshisa ukuguqulwa kwayo ekukhiqizeni okuluhlaza, okunekhabhoni ephansi, kanye nobuhlakani. Amabhizinisi aphezulu ayaqhubeka nokuthuthukisa ukwakheka komkhiqizo wawo ngokwendlalela amaphrojekthi e-aluminium agaywe kabusha, athuthukisa imikhiqizo esezingeni eliphezulu njenge-aluminiyamu ehlanzekile kakhulu ye-aerospace kanye namafoil ebhethri anamandla. Abahlaziyi baveza ukuthi ngokusimama kancane komnotho wasekhaya kanye nokukhishwa kwesidingo se-aluminium emikhakheni esafufusa, kulindeleke ukuthi uchungechunge lwemboni ye-aluminium luqhubeke nomjikelezo walo wokuchuma okuphezulu, futhi amabhizinisi ahamba phambili anezivimbio zobuchwepheshe kanye nezinzuzo zezindleko azoqhubeka nokuhlanganisa isikhundla sawo semakethe.

Njengamanje, isikhungo sokusebenza kwentengo ye-aluminium siya phezulu kancane kancane, kuhambisana nemiphumela ebonakalayo yokunciphisa izindleko kanye nokwenza ngcono ukusebenza kahle kwamabhizinisi, izinga lenzuzo yembonini kulindeleke ukuthi lihlale liphezulu. Izikhungo zezimakethe zibikezela ukuthi izinga lokukhula kwenzuzo lilonke lomkhakha we-aluminium lingase lihlale likuhlu lwamadijithi amabili ngo-2025, kanye nokuqamba okusha ngokubambisana kanye nempumelelo ephezulu yochungechunge lwezimboni kuzoba inkundla yokuncintisana eyinhloko yamabhizinisi.