Joog hoose oo 300 mitir dhulka ka sarreeya, kacdoon warshadeed oo ka dhashay ciyaarta u dhaxaysa birta iyo cufisjiidka ayaa dib u qaabaynaysa male-awaalka aadanaha ee cirka. Laga soo bilaabo guuxa matoorada ee xadiiqadda warshadaha Drone-ka ee Shenzhen ilaa duulimaadkii ugu horreeyay ee tijaabada ah ee saldhigga tijaabada eVTOL ee Hefei, aluminium, oo leh laba hidde-sideyaal khafiif ah oo xoog badan, ayaa noqday ka qaybqaata xudunta u ah isbeddelkan. Ma aha oo kaliya inay taageerto qaabdhismeedka jireed ee diyaaradda, laakiin sidoo kale waxay xambaarsan tahay rajada mustaqbalka ee suuqa trillion dollar.
Gelitaanka goobta buuxa ee alaabta aluminium
Laga soo bilaabo qaybaha qaabdhismeedka ilaa nidaamyada tamarta
Dhinaca dhaqaalaha sare ee hooseeya, codsiga aluminiumku wuxuu muddo dheer dhaafiyay faham dhaqameed. Qaadashada qaabka EH216-S ee EH.US tusaale ahaan, jirkeeda ugu weyn wuxuu ka samaysan yahay 2024-T3 aluminium aluminium aluminium ah, oo leh xoog xajin ah 470MPa, laakiin 60% ka fudud birta, si qumman u dheelitiraya iskahorimaadka u dhexeeya awoodda culeyska iyo dulqaadka. Qolfoofka korantada ee DJI's "Wind and Fire Wheel" ee taxanaha dayuuradaha aan duuliyaha lahayn ee beeraha ayaa ka samaysan6061-T6aluminium aluminium, iyo hufnaanta kuleyliyaha matoorka waxaa lagu hagaajiyay 30% iyada oo loo marayo tignoolajiyada wax-soo-saarka saxda ah. Codsi aad u horumarsan ayaa ka soo baxay nidaamka tamarta - Ningde Times (300750) waxay horumarisay "Kaydinta Bateriga Isku-dhafan ee Aluminium ku salaysan", kaas oo isku dhafan.5083 aluminium aluminium ahoo leh qaybo batari dawladeed adag si loo kordhiyo cufnaanta tamarta ilaa 400Wh/kg. Waxaa lagu dabaqay qaabka V2000 ee Fengfei Aviation.
Hal-abuurka shaybaarka ayaa sidoo kale cajiib ah. Bishii Nofembar 2024, Machadka Cilmi-baarista ee COMAC Beijing iyo Northwestern Polytechnical University ayaa si wadajir ah u soo saaray aluminium aluminium aluminium aluminium aluminium ah C919A Li, kaas oo leh cufnaanta 5% ka hooseeya aluminium aluminium dhaqameed iyo nolol daal ah saddex jeer ka dheer. Waxaa la qorsheeyay in la galo wax soo saarka ballaaran ee garabka ugu weyn ee diyaaradaha aan duuliyaha lahayn ee 2026. Qalabka aluminium aluminium aluminium 3D qalabka daabacaadda ee Platinum Technology (688333) ayaa hoos u dhigtay miisaanka nooc gaar ah oo ah servo bracket drone laga bilaabo 1.2kg ilaa 0.8kg, iyo qaybta shahaadooyinka ayaa ka booday 275%. Farsamadani waxay ka dhigaysaa naqshadaynta topology-ga hadda ka dib hadal xaashi ah oo keliya.
Siyaasaddu waxay kicisay resonance warshadaha
Codsiga aluminiumku wuxuu duraa wadnaha wadnaha
"Qorshaha waxqabadka ee horumarinta dhaqaalaha sare ee hooseeya (2024-2026)" ee la soo saaray Diseembar 2024 waxay si cad u baahan tahay "heerka dammaanadda madaxbannaan ee aluminium aluminium duulista waa in uu dhaafaa 90% marka la gaaro 2025", iyo kaalmooyin gaar ah waa in lagu sameeyaa 15 magaalo oo tijaabo ah. Gobolka Anhui wuxuu qaatay canshuurta hoggaaminta ee hoos u dhigista aluminiumka ee hoos u dhigista qiimaha shirkadda Hefei Low High Highness Zone Bandhig Dhaqaale 50%, iyo samaynta 20 bilyan yuan fund warshadaha si ay diiradda u saaraan beddelka ee khadadka wax soo saarka aluminium duulista ee shirkadaha sida Ankai Bus (000868) Shenzhen diiradda in badan on hal-abuurka tignoolajiyada iyo waxay bixisaa kabidda ah 150 yuan daabacan halkii kiilogaraam, kuwaas oo si toos ah u isticmaala 150 yuan gudaha 3 kiiloogaraam. koror 210% sanadba sanadka ka dambeeya amarada loogu talagalay Tignoolajiyada Platinum rubuci hore ee 2025.
Mustaqbalka go'aaminta ee suuqa trillion dollar
Qalooca dib-u-dhiska dib-u-dhiska farsamada
Sida laga soo xigtay xogta Ururka Caalamiga ah ee Aluminium (IAI), baahida caalamiga ah ee aluminium duulista ganacsiga waxay gaari doontaa 5.8 milyan tan sanadka 2024, koror sanadle ah 30%, iyadoo saamiga suuqa Shiinaha uu kor u kacay 40%. Iyadoo diiradda la saarayo qaybaha hoose ee dhaqaalaha sare ee GGII, wuxuu xisaabiyaa in isticmaalka alaabta aluminium ee dhaqaalaha sare ee hooseeya uu gaari doono 870000 tan sanadka 2024, oo leh cabbirka suuqa ee 23.5 bilyan yuan. Waxaa la filayaa inay dhaafto 1.25 milyan tan marka la gaaro 2025, taasoo u dhiganta cabbirka suuqa ee 32 bilyan yuan iyo kororka kobaca sanadlaha ah ee ka sarreeya 36%. Kala duwanaanshaha qaabdhismeedku waa mid muhiim ah, iyadoo diyaaradaha saadka ee isticmaala 45% ee 6-taxane ah ee profiles aluminium extruded, halka eVTOL-yada la shaqeeya ay u badan yihiin 7-taxane aluminium aluminium ah oo heersare ah (la xisaabtamayaa 30%), iyada oo saamiga soo haray loo qaybiyay qalab gaar ah sida diyaaradaha aan duuliyaha lahayn ee saadaasha hawada.
Dib u habeynta tignoolajiyada ayaa dib u habeyn ku sameyneysa qalooca qiimaha. 7B50 aluminium aluminium ah, oo ay si wadajir ah u soo saareen "Isbahaysiga Fudud" ee ay hogaaminayaan COMAC iyo Yunhai Metal, waxay yaraynaysaa dhumucda qaybaha derbiga khafiifka ah min 1.2mm ilaa 0.8mm iyada oo aan lumin awoodda iyada oo lagu darayo qaddarka raadadka ee walxaha scandium. Farsamadani waxay dhimi kartaa miisaanka hal diyaarad Drones Lojistikada 8kg. Iyada oo ku saleysan wax soo saarka la filayo ee 100000 ee 2025, tani kaliya waxay badbaadin kartaa 800 tan oo walxo aluminium ah. Waxa xusid mudan hal-abuurnimada iskaashiga ka dhexeeya agabka iyo tamarta: Tignoolajiyada isku xidhka ee ugu dambeeyay ee “Aluminium Solid State Battery” CATL waxay isku daraysaa qaybaha baytariyada iyo qaybaha qaabdhismeedka, kordhinta booska xamuulka eVTOL 20%. Horumarkaani waxa uu dhalin karaa balaayiin doollar suuqa arji ku shaqaynta aluminium.
Marka daadadka dhaqaalaha sare ee hooseeya ay riixaan siyaasadaha iyo teknoolajiyada, aluminiumku hadda ma aha oo kaliya walxo ceeriin warshad qabow, laakiin waxay noqotay qiyaasta cusboonaysiinta warshadaha. Laga soo bilaabo dib-u-habaynta atomiga ee shaybaarka, ilaa saxaafadda caqliga leh ee khadka wax soo saarka, ilaa jihada duulimaadka ee ka sarreeya cirka, garaam kasta oo aluminium ah "yaraynta miisaanka" ayaa qoraya mustaqbal mala-awaal ah.
Waqtiga boostada: Abriil-01-2025