Umbiko Wemakethe Yophahla Lwensimbi ka-2026-2030: INtshonalanga Yurophu Ihola Imakethe ngo-2025; I-Asia Pacific Kulindeleke Ukuba Umholi Wokukhula Kwesikhathi Esizayo. Iqhutshwa ukwanda kwesidingo sezixazululo zophahla ezihlala isikhathi eside nezihlala isikhathi eside, umsebenzi wokuvuselela okhulayo, kanye nobuchwepheshe obuthuthukisiwe bokumboza, imakethe yophahla lwensimbi ilungele ukukhula okukhulu.
Imakethe yokufulela ngensimbi ikhombisa ukukhula okuqhubekayo, okulindelwe ukuthi ikhule kusuka ku-US$4.2 billion ngo-2025 iye ku-US$4.31 billion ngo-2026, okumele izinga lokukhula lonyaka elihlanganisiwe (i-CAGR) elingu-2.6%. Izinto ezibalulekile ezibangela lokhu kukhula zihlanganisa ukufunwa okuqhubekayo kwezinto zokwakha ezivamile, ukwanda komsebenzi wokwakha, kanye nezinqubo zokukhiqiza ezingabizi kakhulu. Njengoba imakethe ithuthuka, isidingo sezixazululo zokufulela ezihlala isikhathi eside nezihlala isikhathi eside naso siyakhula.
I. Uhlangothi Lwesidingo: Imikhakha Yendabuko Iyazinza, Izimo Ezivelayo Ziyaqhuma
Imikhakha Yendabuko: Ukwakha Nezimoto Kusalokhu Kuyisisekelo Esiyinhloko
Umkhakha Wokwakha
I-“Vision 2030” yaseSaudi Arabia iholele ekutshalweni kwezimali kwengqalasizinda okungu-4.13 trillion, kanti imakethe yokwakha yaseSaudi ifinyelela ku-$74.1 billion ngo-2025. Kulindeleke ukuthi ikhule ngesilinganiso sonyaka esingu-5.4% eminyakeni emihlanu ezayo, okuholela ekwandeni okuqhubekayo kwesidingo samashidi ensimbi ambozwe njengezinto zokuhlobisa udonga lwangaphandle.
Umkhakha Wezimoto
Ukukhiqizwa kwezimoto ezintsha zamandla emhlabeni wonke kulindeleke ukuthi kudlule amayunithi ayizigidi ezingama-20 ngo-2025, okwenza kube nokwanda kwesidingo samashidi ensimbi aqinile kakhulu. Isibonelo, amashidi ensimbi aqinile kakhulu anamandla angu-600MPa nangaphezulu asevele esetshenziswa ngobuningi obukhulu kuma-casing ebhethri, kanti insimbi ye-duplex engu-1180MPa-grade ifinyelele ukwehla kwesisindo kwezimoto ngo-20%.
Imikhakha Esafufusa: Izakhiwo Ezintsha Ezisebenzisa I-Photovoltaic Nezakhiwo Eziluhlaza Ziba Yizinto Ezintsha Ezikhuthaza Ukukhula
Ukufakwa okusha kwe-photovoltaic kuqhuba isidingo sezakhiwo zokusekela ezimbozwe yi-zinc-aluminium-magnesium (ZM). Amashidi ensimbi ambozwe anesilinganiso sokuhlolwa kwe-salt spray samahora angu-2000 aseyisinqumo esikhethwayo, kanti isidingo sikhula ngo-200% unyaka nonyaka ngo-2023. Isakhiwo esiluhlaza senza ukusetshenziswa kwamashidi ensimbi aqinile angagqwali ezakhiweni zokuhlala ezakhiwe ngensimbi, kanti isilinganiso sezakhiwo zokuhlala ezakhiwe ngensimbi esifundeni saseYangtze River Delta kulindeleke ukuthi sikhuphuke sifike ku-25% ngo-2025.
II. Ubuchwepheshe: Ukukhiqiza Okuluhlaza Nokuhlakanipha Kuthuthukisa Ukuthuthukiswa Kwezimboni
Izinqubo Eziluhlaza Zithatha Indawo Yobuchwepheshe Bendabuko
Izinga lokungena kobuchwepheshe bokudlulisa ngaphandle kwe-chromium lizofinyelela ku-65% ngo-2025, lithathe indawo ye-chromium ene-hexavalent ukuze kuhlangatshezwane nesiqondiso se-EU RoHS; izembozo ze-zinc-aluminium-magnesium zinciphisa ukujiya kwezingqimba ze-zinc ngo-30% kanye nokuphila okuphindwe kabili.
Uhlelo lokuvuselela i-waste acid oluvaliwe lufinyelela ukusetshenziswa kabusha okungu-100% kwesisombululo sokugaya, lunciphisa izindleko zemvelo ngethani lensimbi ngama-yuan angu-80. Amabhizinisi ahamba phambili njengesisekelo saseBaosteel sikaZhanjiang abone ukwehla okungu-30% kokukhishwa kwegesi kuma-VOC uma kuqhathaniswa no-2020.
Ukukhiqizwa Okuhlakaniphile Kuthuthukisa Ukusebenza Kahle
Izinhlelo zokubona ze-AI ziqapha ukufana kokugqoka ngesikhathi sangempela, zifinyelela izinga lokunemba lokuhlonza iphutha elingu-99.2%; izimboni ezimbili zedijithali zibikezela ukugawulwa kwembiza ye-zinc emahoreni angu-48 kusengaphambili, kunciphisa ukulahlekelwa kwesikhathi sokungasebenzi. Ngemva kokusetshenziswa esisekelweni saseBaowu, ukusetshenziswa kwamandla ngethani lensimbi kwehle ngo-12%, kanti ukusetshenziswa kwe-zinc kwehle ngo-4.7%.
III. Uchungechunge Lokunikezela: I-China Ilawula Ukuthunyelwa Kwempahla Kwamanye Amazwe, Ukusatshalaliswa Kwezindawo Kuyashesha
Inzuzo Yokuthumela Ngaphandle YeShayina Iyaqhubeka, Kodwa Ibhekene Nengcindezi Yokuguqulwa
Ngo-2025, ukuthunyelwa kwamanye amazwe kwensimbi eboshwe nge-coated eShayina kwadlula amathani ayizigidi ezingu-21, kanti iNingizimu-mpumalanga ye-Asia kanye neMpumalanga Ephakathi kwakuyizimakethe eziyinhloko. Ukungeniswa kweSaudi Arabia kwafinyelela amathani angu-677,000 (ukwenyuka okungu-44.82%) unyaka nonyaka.
Intengo ejwayelekile yokuthumela kwamanye amazwe yayingaphansi kwengcindezi, yehla yaya ku-$629.49/ton ngoNovemba 2025 (ukwehla okungu-80% kusukela ekuqaleni kuka-2023), okwaphoqa izinkampani ukuba zisuke “ekuncintisaneni ngentengo” ziye “ekuncintisaneni ngenani.”
Ukuhlelwa Kwamandla Esifunda Kubhekana Nezithiyo Zokuhweba
Intela yekhabhoni ye-CBAM ye-EU ingase inyuse izindleko zokuthumela ngaphandle ngo-8%-12%, okwenza izinkampani zaseShayina zisheshise ukwakhiwa kwefektri eNingizimu-mpumalanga ye-Asia naseMpumalanga Ephakathi (njengomugqa wokukhiqiza waseMalaysia waseBaosteel), zakha imodeli "ye-China R&D + yokukhiqiza kwamanye amazwe".
Amandla amasha okufaka igesi ezimakethe ezisafufusa njenge-India ne-Turkey angathinta isabelo se-China sokuthumela kwamanye amazwe. Izinkampani zidinga ukuhlanganisa isabelo sazo semakethe esisezingeni eliphezulu ngokuthuthukiswa kobuchwepheshe (njengamashidi ensimbi aqinile kakhulu).
Isikhathi sokuthunyelwe: Mashi-30-2026
