Dangane da yanayin saurin canji a cikin masana'antar kera motoci ta duniya, aluminum yana zama babban canjin masana'antar tuki. A cikin kwata na farko na shekarar 2025, bayanai daga kungiyar masu kera motoci ta kasar Sin sun nuna cewa, samar da sabbin motocin makamashi na ci gaba da bunkasa cikin sauri, tare da karuwar shigar da motoci a kowane wata da ya wuce 42%, karuwar maki 2 cikin 100 daga cikakken matakin shekara a shekarar 2024. Wannan yanayin ba wai kawai ya sake fasalin tsarin samar da motoci ba, har ma yana da tasiri sosai kan tsarin samar da motoci da kuma tsarin bukatu na aluminum. A matsayin abu na biyu mafi girma na ƙarfe a masana'antar kera motoci bayan ƙarfe, halayen ƙananan nauyin aluminum an ba su da sabon ƙima a zamanin sabbin motocin makamashi.
Haɓakar fashewar sabbin motocin makamashi ya haifar da buƙatar kai tsayealuminum kayan. Bisa kididdigar da kungiyar Aluminum ta kasa da kasa ta yi na baya-bayan nan, ana sa ran amfani da aluminum a kowace mota don sabbin motocin makamashi a kasar Sin zai wuce kilogiram 180 nan da shekarar 2025, wanda ya zarce kashi 30% fiye da na motocin man fetur na gargajiya. Wannan bambance-bambancen ya samo asali ne daga buƙatun musamman na sabbin motocin makamashi don tsarin jiki, rumbun baturi, da tsarin mota. Ɗaukar babban sabon kamfanin abin hawa makamashi a matsayin misali, adadin fararen kayan aluminium na jiki da aka yi amfani da su a cikin sabon tsarin dandalin sa ya kai kashi 68%, karuwar maki 15 cikin dari idan aka kwatanta da tsararrun samfuran da suka gabata. Bayan wannan jujjuyawar fasaha shine babban fa'idar aluminum wajen rage nauyi da haɓaka aiki - yin amfani da kilogram 1 na aluminum maimakon ƙarfe na iya rage nauyin abin hawa da kusan kilogiram 2.5, ta haka inganta kewayo da rage yawan kuzari.
A cikin guguwar canji a cikin masana'antar kera motoci, masu samar da aluminium suna fuskantar gyare-gyaren tsari. A cikin kwata na farko na 2025, yawan oda na bangarorin kera motoci don manyan masana'antar sarrafa aluminium na cikin gida ya karu da kashi 28% a duk shekara, tare da sabbin abokan cinikin abin hawa makamashi sama da 65%. Wannan canji ba wai kawai yana nunawa a cikin ma'auni na umarni ba, amma har ma a cikin inganta tsarin samfurin. Matsakaicin haɓakar buƙatu na fatunan jikin mota masu ƙima, kayan batir na aluminium, da sauran samfuran sun ninka fiye da sau uku na kayan aikin ingin konewa na gargajiya. Dangane da rahoton shekara-shekara na wani kamfani na aluminium da aka jera, yawan ribar da yake samu na bangarorin kera motoci a shekarar 2024 ya kai kashi 21.7%, wanda ya kai kashi 8.2 cikin dari sama da kayan gini na aluminium na gargajiya, yana mai tabbatar da yuwuwar ribar da haɓaka masana'antu ke kawowa.
A fagen babura da motocin lantarki, buƙatun kasuwa na nuna yanayin bambance-bambance. Bisa kididdigar da aka samu daga kungiyar babura ta kasar Sin a watan Afrilun shekarar 2025, cinikin baburan mai a cikin gida ya karu da kashi 9.8 cikin dari a duk shekara, yayin da samar da baburan lantarki ya ci gaba da raguwa, inda aka samu raguwar babura a shekara da kashi 17.3%. Wannan canjin tsarin yana da tasiri biyu akan buƙatun kayan aluminium: kodayake adadin aluminium da ake amfani da shi a cikin motocin mai yana da kwanciyar hankali, haɓaka yana iyakance; Ƙaddamar da kasuwar baburan lantarki ya raunana tallafin buƙatar kayan nauyi. Duk da haka, a kasuwannin fitar da kayayyaki, tare da hanzarta samar da wutar lantarki a yankin kudu maso gabashin Asiya da sauran yankuna, har yanzu kayayyakin da ake fitarwa da kayayyakin babur na aluminium na kasar Sin za su samu bunkasuwa da kashi 5.2% a duk shekara a cikin kwata na farko na shekarar 2025, wanda ke nuna damammakin tsarin a ketare.
More lura shi ne cewa aikace-aikace iyakoki naaluminum kayansuna keta fagagen gargajiya. Ƙaddamar da maƙasudin "dual carbon", buƙatar kayan aluminum a fagen kayan aikin wutar lantarki yana nuna haɓakar fashewa. Bisa ga shirin 2025 na Jihar Grid Corporation na kasar Sin, bukatar aluminum gami hasumiya kayan aiki a matsananci-high irin ƙarfin lantarki ayyukan zai kai 380000 ton, wani shekara-on-shekara karuwa na 22%. Matsakaicin shigar aluminium na sabbin kayan aikin makamashi kamar bawoyin inverter na hotovoltaic da akwatunan wutar lantarki ya karu daga 47% a cikin 2020 zuwa 65% a cikin 2025. Masana'antar kayan aikin gida kuma tana shiga sake zagayowar sabuntawa. A cikin kwata na farko na shekarar 2025, yawan amfani da aluminium na manyan na'urori kamar na'urorin sanyaya iska da firji ya karu da kashi 12% a duk shekara, musamman saboda shaharar na'urorin musayar zafi na aluminium tare da ingantacciyar wutar lantarki.
Juyin buƙatu a fagen kayan aikin gini yana nuna tasirin sake zagayowar ƙasa. A cikin Maris 2025, yankin tallace-tallace na gidajen kasuwanci a kasar Sin ya ragu da kashi 8.1% a duk shekara, wanda ya kai ga raguwar 11.3% a cikin tsari na bayanan martaba na aluminum. Duk da haka, haɓaka manufofin kayan ado mai ladabi ya rage raguwar matsa lamba na ƙasa, kuma buƙatar juriya ga manyan ƙofofi da tagogi na aluminum, kayan dafa abinci da gidan wanka da sauran samfurori sun bayyana. Shugaban wani kamfani na bayanin martabar aluminium ya bayyana cewa adadin kofofin tsarin da samfuran tagogi a cikin umarnin tashar injiniyan su ya karu daga 29% a cikin 2020 zuwa 43% a cikin 2025, yana nuna tallafin tsarin da haɓaka mabukaci ya kawo.
Idan aka waiwaya kan jujjuyawar masana'antar na 2025, masana'antar aluminium suna fuskantar babban canji daga buƙatun abubuwan more rayuwa na al'ada zuwa buƙatun masana'antu masu tasowa. Juyin juyayi mara nauyi na sabbin motocin makamashi, koren haɓaka kayan wuta, da cinikin kayan aikin gida sun haɗa sabon sigar buƙatun aluminium. Duk da matsin lamba na ɗan gajeren lokaci da aka kawo ta hanyar daidaitawar kasuwar gine-gine, buƙatu mai ƙarfi a cikin manyan masana'antu na samar da babban tallafi ga masana'antar don sauyi da haɓakawa. Ga masana'antun sarkar masana'antu, ɓatar da dama don haɓakar fasaha, inganta tsarin samfur, da faɗaɗa kasuwanni masu tasowa za su zama babban gasa don shawo kan hawan keke.
Lokacin aikawa: Mayu-14-2025