A cikin kwata na biyu na shekarar 2026, ma'aunin siyar da kayayyakin aluminum na kasar Sin ya karu na tsawon watanni uku a jere, wanda hakan ya mayar da koma-baya ga yanayin raguwar da ake ciki a kwata na farko. A cewar bayanai daga kungiyar masana'antar karafa ta kasar Sin, daga watan Janairu zuwa Mayu na shekarar 2026, yawan kayayyakin aluminum da aka fitar a kasar Sin ya kai tan 980000, wanda ya karu da kashi 8.5% a shekara bayan shekara. Adadin kayayyakin da aka fitar ya kai kimanin dala biliyan 4.2, wanda ya karu da kashi 12.3% a shekara bayan shekara. Babban karuwar ya fito ne daga kasuwar kudu maso gabashin Asiya da kuma sarkar samar da ababen hawa na lantarki ta Arewacin Amurka, wadanda suka hada da kashi 72% na karuwar kayayyakin da aka fitar.
Haɓaka Kayayyakin more rayuwa na kudu maso gabashin Asiya: Sabon Tudun Ci Gaba don Fitar da Bayanin Aluminum
Ana sa ran girman jarin kayayyakin more rayuwa na Ƙungiyar Kasashen Kudu maso Gabashin Asiya (ASEAN) zai kai dala biliyan 210 a shekarar 2026, wanda ya karu da kashi 15% a shekara bayan shekara. Gina sabon babban birnin Indonesia, Nusantara, ya shiga wani lokaci mai tsawo, inda ake buƙatar ganuwar labule masu amfani da aluminum, ƙofofi da tagogi, da wuraren sufuri. Vietnam da Thailand sun hanzarta shigar da na'urorin photovoltaic, inda ake samun odar fitar da na'urorin aluminum da ake amfani da su a firam ɗin photovoltaic da sama da kashi 40% a shekara bayan shekara. Ana ci gaba da gudanar da ayyukan sufuri na jirgin ƙasa a Malaysia da Philippines, kuma ana sa ran samun na'urorin aluminum da kumazanen aluminumya ƙaru sosai. Kasuwar kudu maso gabashin Asiya ta dogara sosai kan bayanan aluminum na China, galibi saboda rashin isasshen ƙarfin sarrafa aluminum a yankin don biyan buƙatun kayayyakin more rayuwa, kuma kayayyakin China suna da fa'idodi masu yawa na gasa dangane da ingancin farashi.
Rage harajin carbon na EU: matsin lamba na kusan Yuro 80-120 a kowace tan
Tsarin Daidaita Kan Iyakokin Carbon na EU (CBAM) zai shiga matakin aiwatarwa gaba ɗaya a shekarar 2026, kuma za a haɗa kayayyakin aluminum a cikin rukunin farko na harajin. A bisa lissafin Hukumar Turai, matsakaicin ƙarfin fitar da carbon na aluminum mai amfani da electrolytic a China ya kai kimanin tan 14.5 na CO₂/ton na aluminum, wanda ya fi tan 6 na CO₂/ton na aluminum da aluminum mai amfani da hydroelectric ke samarwa a cikin EU. Dangane da farashin carbon na EU na yanzu na kimanin Yuro 85/ton na CO₂, fitar da kayayyakin aluminum na China zuwa EU zai fuskanci farashin carbon na kimanin Yuro 80-120/ton, daidai da kusan Yuan 620-930/ton a cikin yuan na China. Idan an watsa wannan farashin gaba ɗaya, zai raunana ƙimar farashin kayayyakin aluminum na China a kasuwar Turai. Wasu masu siye na Turai sun fara neman masu samar da kayayyaki su samar da takardar shaidar sawun carbon na samfura, kuma ƙimar samfuran aluminum mai ƙarancin carbon yana bayyana a hankali.
Hanya Ta Nasara ta Kasuwanci: Kore, Ƙananan Carbon, da Ci Gaba Mai Girma
Saboda matsin lambar farashin carbon, kamfanonin sarrafa aluminum na cikin gida suna hanzarta tsarin samar da wutar lantarki mai amfani da kore da ƙarancin carbon. Yunnan, Sichuan da sauran yankunan kudu maso yamma sun dogara da albarkatun wutar lantarki mai yawa don haɓaka ayyukan samar da wutar lantarki ta ruwa mai ƙarfi. Ƙarfin fitar da carbon na aluminum mai amfani da wutar lantarki ta ruwa za a iya rage shi zuwa ƙasa da tan 8 na CO₂/ton na aluminum, wanda ya fi ƙasa da kashi 45% fiye da na aluminum mai amfani da wutar lantarki ta zafi. Bugu da ƙari, masana'antar aluminum mai amfani da wutar lantarki ta shiga lokacin haɓakawa, tare da ƙarfin fitar da carbon na kusan tan 1.5 na CO₂ a kowace tan na aluminum, wanda ke nuna fa'idodin ƙarancin carbon. A rabin farko na 2026, samar da aluminum mai amfani da wutar lantarki a cikin gida zai kai kimanin tan miliyan 7.8, ƙaruwar shekara-shekara na 11.2%, wanda ya kai kashi 22% na jimlar samar da aluminum. Dangane da samfuran da suka fi tsada, yawan fitar da kayayyaki masu daraja kamar aluminum don rage nauyi a cikin motoci, aluminum na jiragen sama, da foil ɗin aluminum na batirin wutar lantarki yana ci gaba da ƙaruwa, kuma ana inganta tsarin samfuran fitarwa a hankali.
Gasar Cikin Gida: Matsi Biyu na Faɗaɗa Ƙarfin Aiki da Bambancin Buƙatu
Ƙarfin sarrafa aluminum na cikin gida yana ci gaba da faɗaɗa. A rabin farko na shekarar 2026, sabon ƙarfin samar da aluminum zai kai kimanin tan miliyan 1.2 a kowace shekara, kuma jimillar ƙarfin samarwa zai wuce tan miliyan 45 a kowace shekara, yayin da ake ganin yawan amfani zai kai tan miliyan 42 a kowace shekara. Tsarin ƙarfin aiki ya kasance ba a canza ba. Ƙarfafa gasa ya haifar da ci gaba da matsin lamba kan kuɗin sarrafawa. Kudin sarrafawa don gina aluminum na yau da kullun ya ragu zuwa kusan yuan 2500 ~ 3000 a kowace tan, raguwar kusan kashi 40% daga babban matakin da aka samu a shekarar 2020. Bambancin riba na kamfanoni yana ƙaruwa, kuma rabon kasuwa na manyan kamfanoni masu ƙarancin fa'idodin carbon, manyan kayayyaki, da tsarin abokan ciniki masu inganci yana ci gaba da ƙaruwa. An ƙara matsa sararin tsira na ƙananan da matsakaitan masana'antun sarrafa kayayyaki.
Umarnin fitar da kayayyaki daga aluminum sun karu tsawon watanni uku a jere, wanda ke nuna ci gaba kadan a bukatar waje, inda kayayyakin more rayuwa na kudu maso gabashin Asiya da kuma hanyoyin samar da ababen hawa na lantarki na Arewacin Amurka su ne manyan abubuwan da ke haifar da hakan. Amma aiwatar da cikakken harajin carbon na EU yana nan tafe, kuma gasa mai ƙarancin carbon zai zama babban abin da ke tantance makomar kamfanonin fitar da kayayyaki. Kamfanonin sarrafa aluminum na cikin gida suna buƙatar hanzarta sauya launin kore da ƙarancin carbon, inganta tsarin kayayyakin fitar da kayayyaki, domin su tsaya ba tare da shan kaye ba a gasar kasa da kasa.
Lokacin Saƙo: Yuli-16-2026