Nyob rau hauv lub quarter thib ob ntawm xyoo 2026, Tuam Tshoj tus txhuas profile xa tawm order index rov qab los rau peb lub hlis sib law liag, thim rov qab qhov sib txawv qeeb ntawm thawj lub quarter. Raws li cov ntaub ntawv los ntawm Tuam Tshoj Nonferrous Metals Industry Association, txij lub Ib Hlis mus txog lub Tsib Hlis 2026, qhov ntim xa tawm ntawm txhuas profiles hauv Tuam Tshoj yog li 980000 tons, nce txhua xyoo ntawm 8.5%. Tus nqi xa tawm yog li 4.2 billion US dollars, nce txhua xyoo ntawm 12.3%. Qhov nce tseem ceeb los ntawm kev lag luam Southeast Asian thiab North American electric vehicle supply chain, uas ua ke pab txhawb 72% ntawm kev xa tawm nce.
Kev Txhim Kho Vaj Tse Hauv Tebchaws Es Xias Qab Teb Hnub Tuaj: Kev Loj Hlob Tshiab Rau Kev Xa Khoom Aluminium Profile
Lub Koom Haum ntawm Cov Tebchaws Esxias Qab Teb (ASEAN) qhov kev nqis peev hauv kev tsim kho vaj tse yuav nce mus txog 210 billion daus las Asmeskas hauv xyoo 2026, nce ntxiv 15% txhua xyoo. Kev tsim kho lub peev tshiab ntawm Indonesia, Nusantara, tau nkag mus rau lub sijhawm siab tshaj plaws, nrog rau kev thov kom muaj zog rau cov phab ntsa ntaub thaiv qhov rooj, qhov rooj thiab qhov rai, thiab cov chaw thauj mus los. Nyab Laj thiab Thaib tau ua kom lawv cov kev teeb tsa photovoltaic sai dua, nrog rau kev txiav txim xa tawm rau cov profiles txhuas siv hauv cov thav duab photovoltaic nce ntxiv ntau dua 40% txhua xyoo. Cov haujlwm thauj mus los hauv Malaysia thiab Philippines tab tom ua haujlwm hnyav, thiab cov khoom yuav khoom ntawm cov profiles txhuas thiabcov ntawv txhuastau nce ntxiv ntau heev. Kev lag luam hauv Southeast Asia muaj kev vam khom ntau rau cov txhuas profiles Suav, feem ntau yog vim tsis muaj peev xwm ua txhuas txaus hauv cheeb tsam kom tau raws li qhov xav tau ntawm kev tsim kho vaj tse, thiab cov khoom lag luam Suav muaj cov txiaj ntsig zoo sib tw hauv kev siv nyiaj tsim nyog.
Suav rov qab mus rau EU cov nqi roj carbon: tus nqi siab ntawm kwv yees li 80-120 euros ib tuj
Lub EU Carbon Border Adjustment Mechanism (CBAM) yuav nkag mus rau theem kev siv tag nrho hauv xyoo 2026, thiab cov khoom txhuas yuav raug suav nrog hauv thawj pawg ntawm cov se. Raws li European Commission cov kev xam, qhov nruab nrab ntawm cov pa roj carbon emission ntawm electrolytic aluminium hauv Suav teb yog li 14.5 tons ntawm CO₂/ton ntawm txhuas, siab dua li 6 tons ntawm CO₂/ton ntawm txhuas tsim los ntawm cov hlau hydroelectric hauv tsev hauv EU. Raws li tus nqi carbon EU tam sim no ntawm kwv yees li 85 euros/ton ntawm CO₂, kev xa tawm cov khoom txhuas Suav mus rau EU yuav ntsib tus nqi carbon ntawm kwv yees li 80 ~ 120 euros/ton, sib npaug rau kwv yees li 620 ~ 930 yuan/ton hauv Suav yuan. Yog tias tus nqi no raug xa mus tag nrho, nws yuav ua rau qhov kev sib tw nqi ntawm cov khoom txhuas Suav hauv kev lag luam European tsis muaj zog. Qee tus neeg yuav khoom European tau pib thov cov neeg muag khoom kom muab daim ntawv pov thawj carbon footprint khoom, thiab qhov zoo rau cov khoom txhuas qis-carbon maj mam pom tseeb.
Txoj Kev Ua Lag Luam Tshiab: Ntsuab, Qis Carbon, thiab Kev Txhim Kho Siab
Vim muaj kev nyuaj siab txog cov nqi roj carbon, cov tuam txhab ua txhuas hauv tsev tab tom ua kom muaj peev xwm tsim cov khoom siv ntsuab thiab qis carbon. Yunnan, Sichuan thiab lwm thaj chaw sab qab teb sab hnub poob vam khom cov peev txheej hydropower ntau heev los tsim cov haujlwm hydropower aluminium. Qhov muaj zog ntawm cov pa roj carbon ntawm hydropower aluminium tuaj yeem txo qis dua 8 tons ntawm CO₂/ton ntawm txhuas, uas yog ntau dua 45% qis dua li ntawm cov thermal power aluminium. Tsis tas li ntawd, kev lag luam txhuas rov ua dua tshiab tau nkag mus rau lub sijhawm tsim kho, nrog rau qhov muaj zog ntawm cov pa roj carbon tsuas yog li 1.5 tons ntawm CO₂ ib ton ntawm txhuas, qhia txog cov txiaj ntsig qis carbon. Hauv thawj ib nrab ntawm xyoo 2026, kev tsim khoom hauv tsev ntawm cov txhuas rov ua dua tshiab yuav yog li 7.8 lab tons, nce ntxiv 11.2% ntawm xyoo-rau-xyoo, suav txog 22% ntawm tag nrho cov khoom txhuas. Hauv cov khoom lag luam siab, qhov feem pua ntawm kev xa khoom ntawm cov khoom muaj nqis ntxiv xws li txhuas rau kev ua kom lub tsheb sib dua, txhuas aviation, thiab ntawv ci roj teeb hluav taws xob txhuas txuas ntxiv nce ntxiv, thiab cov qauv khoom xa tawm tau maj mam zoo.
Kev Sib Tw Hauv Tebchaws: Ob Lub Siab ntawm Kev Nthuav Dav ntawm Lub Peev Xwm thiab Kev Sib Txawv ntawm Kev Xav Tau
Lub peev xwm ua cov txhuas hauv tebchaws tseem txuas ntxiv nthuav dav. Hauv thawj ib nrab ntawm xyoo 2026, lub peev xwm tsim cov txhuas profile tshiab yuav yog li ntawm 1.2 lab tons hauv ib xyoos, thiab tag nrho cov peev xwm tsim khoom yuav tshaj 45 lab tons hauv ib xyoos, thaum qhov pom tseeb ntawm kev siv yuav yog li ntawm 42 lab tons hauv ib xyoos. Tus qauv ntawm kev muaj peev xwm ntau dhau tseem tsis tau hloov pauv. Kev sib tw ntau ntxiv tau ua rau muaj kev nyuaj siab tas li rau cov nqi ua tiav. Tus nqi ua tiav rau cov txhuas profile hauv tsev ib txwm tau poob qis mus txog li 2500 ~ 3000 yuan / ton, txo qis li ntawm 40% los ntawm qhov siab tshaj plaws hauv xyoo 2020. Kev sib txawv ntawm cov txiaj ntsig ntawm cov lag luam tab tom nce ntxiv, thiab feem ntawm kev ua lag luam ntawm cov lag luam loj nrog cov txiaj ntsig carbon tsawg, cov khoom lag luam siab, thiab cov qauv zoo ntawm cov neeg siv khoom txuas ntxiv nce ntxiv. Qhov chaw ciaj sia ntawm cov lag luam me thiab nruab nrab tau raug nias ntxiv.
Cov xaj xa tawm cov khoom siv txhuas tau rov qab zoo li qub rau peb lub hlis sib law liag, qhia txog kev txhim kho me ntsis ntawm kev thov sab nraud, nrog rau cov khoom siv hauv paus hauv Southeast Asia thiab North American cov saw hlau fais fab tsheb yog cov tsav tsheb tseem ceeb. Tab sis kev siv tag nrho ntawm EU cov nqi roj carbon yuav tshwm sim sai sai, thiab kev sib tw qis carbon yuav dhau los ua qhov tseem ceeb uas txiav txim siab txog txoj hmoo ntawm cov tuam txhab xa khoom. Cov tuam txhab ua txhuas hauv tsev yuav tsum tau ua kom lawv txoj kev hloov pauv ntsuab thiab qis carbon sai dua, ua kom zoo dua lawv cov qauv khoom xa tawm, kom thiaj li sawv tsis swb hauv kev sib tw thoob ntiaj teb.
Lub sijhawm tshaj tawm: Lub Xya Hli-16-2026