Amanani Ethusi Asezingeni Eliphezulu Kakhulu: Indlela Yokubhekana Nokuthengwa Kwe-Bronze Alloy Phakathi Nokuntuleka Kokunikezwa Kwempahla ngo-2026

Januwari 15, 2026– Imakethe yethusi yomhlaba wonke iqale ngo-2026 ngenothi eliqinile, amanani efika ezingeni eliphezulu elisha kunawo wonke. Inkontileka yethusi yezinyanga ezintathu yeLondon Metal Exchange (LME) ifinyelele esicongweni.$13,310 ngethaningomhlaka-12 Januwari, kuyilapho ikusasa lethusi le-COMEX lidlula u-$6 ngephawundi. Njengoba kuqhutshwa ukwanda kwesidingo esivela ezikhungweni zedatha ze-AI, izimoto zikagesi, amaphrojekthi wamandla avuselelekayo, kanye nokusetshenziswa kwemali yezokuvikela, ukuntuleka kokuhlinzekwa kuyanda. Ngokusho kwezibikezelo zakamuva zemboni, isidingo sethusi esicwengisisiwe emhlabeni wonke kulindeleke ukuthi sikhule kakhulu ngo-2040, kanti kulindeleke ukuntuleka okuphawulekayo kulo lonke u-2026.

Kwezimboni ezithembele ku-izinsimbi zethusi— kufaka phakathi ithusi lethini, ithusi le-phosphor, kanye nethusi le-aluminium — lawa manani ethusi aphezulu athinta ngqo izindleko zezinto zokwakha kanye nokuzinza kochungechunge lokuhlinzekwa. Izinkampani ezisebenza ngamandla amasha, imishini kagesi, kanye nokukhiqiza ngokunemba manje zibhekene nombuzo obalulekile: ukuthi zingayithola kanjani izimpahla zethusi ezithembekile kule ndawo ebiza kakhulu.

Izimbangela Eziyinhloko Zokwenyuka Kwentengo Yethusi Ngo-2026

Ukwenyuka okusheshayo kwentengo yethusi ekuqaleni kwalonyaka kuwumphumela wezinto eziningi ezihlanganayo:

1. Ukukhula Kwesidingo EsiphuthumayoUkutshalwa kwezimali okukhulu engqalasizinda ye-AI, ukusheshisa ukwamukelwa kwe-EV, kanye namaphrojekthi amakhulu omoya/elanga kuqhuba ukusetshenziswa kwethusi okungakaze kubonwe ngaphambili. Njengomthengi wethusi omkhulu kunabo bonke emhlabeni, iShayina iyaqhubeka nokuthenga izinhlelo zebhethri nezingxenye zikagesi, kuyilapho abadlali bomhlaba wonke emandleni amasha nasekukhiqizeni ubuchwepheshe obuphezulu begcina isidingo esikhulu.
2. Ukunikezwa OkulinganiselweUkutshalwa kwezimali okunganele ezimayini ezintsha, ukwehla kwamazinga e-ore, kanye nokubambezeleka ekuqalisweni kwephrojekthi kuye kwanciphisa umkhiqizo wethusi ocwengisisiwe. Abahlaziyi be-International Copper Study Group (ICSG) kanye nezinkampani ezinkulu zocwaningo lwezimpahla babikezela ukuntuleka okukhulu kwemakethe ngo-2026, okungenzeka kube amakhulu ezinkulungwane zamathani.
3. Amathonya Amakhulu kanye Nezindawo ZezepolitikiIzinqubomgomo zokushintsha kwamandla, ukuphazamiseka kochungechunge lokuhlinzeka, kanye nokugcinwa kwamasu kukhulisa indima yethusi njenge "nsimbi yesikhathi esizayo" ebalulekile.

Ngenxa yalokho, amanani e-alloy yethusi akhuphuke ngokufanele. Izinto ezivamile ezifanaimigoqo yethusi yethini, amashidi/imichilo yethusi ye-phosphor, kanye nama-bushings azigcobayo manje anezilinganiso eziphakeme ngo-10-20%, kanti izikhathi zokuhola zisukela emavikini angu-4-6 kuya emavikini angu-8-12 noma ngaphezulu.

Izinselele kanye Namathuba Abathengi Be-Bronze Alloy

Kubakhiqizi bamabhasi kagesi, izixhumi zebhethri, amabheringi anembile, kanye nezingxenye ezisindayo, izindleko ezikhuphukayo kanye nokutholakala okungaqiniseki kudala izingozi zangempela - kusukela ekucindezelweni kwe-margin kuya ekubambezelekeni kokukhiqiza.

Kodwa imakethe yamanje nayo inikeza amathuba acacile:

• Ama-alloy E-Premium Adingeka Kakhulu: Ithusi le-phosphorus (ukunwebeka okuhle kakhulu kanye nokuqhuba kukagesi) kanye nethusi le-tin (amandla aphezulu kanye nokumelana nokugqwala) kusalokhu kuyizinketho ezikhethwayo zamabhethri e-EV, izinhlelo ze-wind turbine, amarobhothi ezimboni, kanye nezinhlelo zokusebenza zasolwandle.
• Ukuvela Kwezixazululo Ezizigcobayo: Ama-bearings avamile agcotshwe ngamafutha adinga ukulungiswa okuqhubekayo futhi abhekene nemikhawulo yemvelo. Ngokuphambene nalokho,izihlanzi zethusi ze-graphite ezizigcobayoAmapulagi okugcoba aqinile afakiwe anikeza ukusebenza okungenawo uwoyela nokunakekelwa - okwenza kube kuhle kakhulu kwimishini emisha yamandla kanye nemigqa yokukhiqiza ezenzakalelayo. Imibiko yezimboni ibikezela ukuthi imakethe yomhlaba wonke yokuthwala ngaphandle kowoyela izodlula amaRandi ayizigidi eziyizinkulungwane ezingama-50 ngo-2026, ngokuqhubeka nokukhula okuqinile kwe-CAGR.
• Inani Labahlinzeki Abathembekile: Ozakwethu abanezimpahla ezinkulu ezisele zilungile, amanani aguquguqukayo, kanye namakhono okusebenza e-CNC ahlanganisiwe sebeba yinto ebalulekile ekulawuleni izindleko kanye nokuqinisekisa ukulethwa.

Izincomo Zokuthengwa Kwamasu Ka-2026

Ukuze aphathe izingozi kulesi simo esibiza kakhulu nesingenazo izinsiza eziningi, amabhizinisi angathatha lezi zindlela ezilandelayo:

1. Vala Amavolumu Kusenesikhathi: Yakha ubudlelwano obuhlelekile nabahlinzeki abathembekile bezinkontileka zangaphambilini noma amanani ekota ukuze uvikele ekuguqukeni kwesikhathi esifushane.
2. Lungiselela Impahla Ekhona: Gcina isitokwe sokuphepha semininingwane ejwayelekile, ikakhulukaziamabha ebhasi ethusikanye namamaki ajwayelekile ethusi.
3. Sebenzisa iMishini Engokwezifiso: Izixazululo zokuma okukodwa kusukela ezintweni zokusetshenziswa kuya ezingxenyeni eziqediwe ngeUmshini wokulungisa ngokunemba we-CNCukuthuthukisa ukusetshenziswa kwezinto zokwakha nokunciphisa izindleko zizonke.
4. Beka Eqhulwini Amaketanga Okuhlinzeka OkusimemeAmakhasimende amaningi okugcina — ikakhulukazi eYurophu naseNyakatho Melika — manje adinga izinto ezilandelekayo, ezingenayo ikhabhoni eningi. Abahlinzeki abanikeza ama-alloy ethusi aqinisekisiwe azinzile bathola ithuba lokuncintisana elicacile.

Njengomhlinzeki okhethekile wezinto zethusi zezimboni, sigcina isitokwe esikhulu sezingodo zethusi zethini, amashidi/imichilo yethusi ye-phosphor, izingodo ezizigcobayo ezifakwe i-graphite, kanye nezingodo zethusi. Sisekelwa umugqa ophelele womshini we-CNC wokulungisa nokulungisa ubuso, siletha konke kusukela kosayizi abajwayelekile kuya ezingxenyeni ezenziwe ngokwezifiso ezinembile kakhulu — ngamanani azinzile kanye nezikhathi zokuhola ezisheshayo ngisho nasemakethe yanamuhla eyinselele.

Vakashela i-Ikhathalogi Yomkhiqizoukuphequlula isitokwe samanje, nomaxhumana nathi namuhlangezixazululo zokuthengwa ezilungiselelwe wena ngo-2026. Enkathini yokuguquguquka kwentengo yethusi, ukukhetha umlingani othembekile kusho ukukhetha ukuqiniseka.