Hei hua matua o te umanga konganuku kore-ferrous me te "tuara ngaro" o te pūnaha ahumahi, kei te tomo te mākete koiri konumohe ki tētahi wā hurihanga nui. I te taenga mai ki te hauwhā tuarua o te tau 2026, ko te mākete konumohe o te ao, i peia e ngā here tuku pakari me te whānui haere o te tono, i whakaatu i tētahi tauira o "ngā pikinga taumata teitei me te nekehanga ake o te uara matua." Ko ngā koiri konumohe, hei hua matua o te tukatuka konumohe, kei te neke haere tonu ki tētahi wāhanga hou o te whanaketanga kounga teitei e tohuhia ana e ngā whakapainga hangarau, ngā mahi matomato me te iti-waro, me ngā tono teitei.
I. Te Whakawhāiti i te Tukunga o te Ao e Tautoko ana i ngā Utu Konumohe Teitei Nā ngā pakanga ā-ao me ngā aukati kaha, kei te whakawhāiti tonu te āhua o te tuku konumohe o te ao. I te mutunga o Poutū-te-rangi, i pāngia ngā whare hanga konumohe nui i te Middle East, i puta ai ngā āwangawanga nui o te mākete mō ngā whakararuraru tuku, ā, i pana tika i ngā utu konumohe LME ki te $3492/tana, i te mea i piki ake ngā utu konumohe Shanghai ki te 24665 yuan/tana. I te tīmatanga o Paenga-whāwhā, kua heke ngā taonga konumohe LME ki ngā taumata iti rawa o mua, ā, i whakatauhia e ngā umanga kua whānui ake te āputa tuku mākete konumohe o te ao ki te 1.15-1.5 miriona tana. I roto i te motu, kei te piri tonu te kaha hanga konumohe hiko ki te rohe kaupapa here o te 45 miriona tana, me te iti o ngā tāpiringa kaha hou i te tau 2026, ā, kei te noho tonu te tere whakahaere i te taumata teitei o te 97.5%. Mā tēnei tuku pakari ka tautokohia ngā utu konumohe, ā, ka hangaia he taiao ōhanga whānui pumau me te pai mō te mākete koiri konumohe.
II. Te Whakaterenga Hangarau Whakateretere: Ko ngā Koiri Konumohe Tino Pai te Arotahi o te Whakataetae
I tēnei wā, kei te tere haere te ahumahi koiri konumohe o Haina i tana nekehanga mai i te whakawhānui i te tauine ki te whakapai ake i te kounga. E toru ngā au nui o te hangarau o te ahumahi:
1. Ngā taputapu hurihuri nui ake, atamai ake: Kua piki ake te ōwehenga o ngā mira hurihuri matao whānui-rahi mai i te 35% i ngā tau o mua ki te 65%, kua neke atu i te 2500m/min te tere hurihuri, ā, kua tino piki ake te kaha ā-tau mō ia mīhini.
2. Kei te whanake haere ngā hua ki te angiangi rawa, te kaha teitei, me te tino tika: Kei te piki haere te hiahia mō ngā koiri konumohe kounga teitei, e tohuhia ana e te pepa konumohe pākahiko me te pepa konumohe hiko. Kua angitu ngā kamupene o te rohe ki te whakawhanake i ngā pire pepa konumohe angiangi rawa 0.006mm, me ngā tohu matua pēnei i te whakahaere i ngā kōhao titi e eke ana ki ngā taumata matua o te ao.
3. Te Whānuitanga o te Whakamahinga o ngā Tukanga Kakariki me ngā Tukanga Waro-Iti: E whakamahia whānuitia ana ngā hangarau tukatuka poto waro-iti me te whakaora wera para. Ko ngā koiri konumohe whaimana matomato e tutuki ana i ngā paerewa ISO 14064 e 28% o te kaha whakaputa, ā, kua noho hei whakaritenga matua mō ngā hoko i raro i te ahumahi motuka me te hanga.
III. Ngā Whakamahinga Kanorau o te Awa o Runga: Te Pūngao Hou me te Hanganga hei Ārahi Takirua
Kei te whānui haere tonu ngā whakamahinga o ngā koiri konumohe, me ō rātou āhuatanga mama, ātete ki te waikura, ngāwari ki te tukatuka, me te 100% ka taea te hangarua.
Rāngai Pūngao Hou: Nā te tipu tere o ngā ahumahi pākahiko hiko me te rokiroki pūngao kua piki ake te hiahia mō te pepa konumohe pākahiko. He maha ngā kamupene e tere haere ana te whakawhānui i te kaha; hei tauira, i panuitia e Lida New Materials he haumitanga o te 280 miriona yuan hei hanga i tētahi kaupapa pepa konumohe pākahiko hou. I taua wā, ko te whakamahinga o ngā koiri konumohe ārai-pūmau i roto i te hanga pākahiko lithium ka whakatau pai i te mōrearea o te tukunga hiko-pūmau me te pahūtanga, ā, ka noho hei mea nui i roto i te umanga.
Rāngai Whakapaipai Whare: Ko ngā poro konumohe pania ki te fluorocarbon me ngā poro koranu konumohe-konupora-manganese, me ō rātou ātete roa ki te huarere (tae atu ki te 30 tau), te ātete-wai 100%, me ngā kaha hanga tino pai, e whakamahia whānuitia ana i roto i ngā whare rongonui papai pērā i ngā taunga rererangi me ngā teihana tereina tereina. Ko te mākete poro konumohe i te kawanatanga o Shandong anake e matapaetia ana ka eke ki te 19 piriona yuan i te tau 2026.
Ētahi atu rāngai: Kei te tipu tonu te hiahia mō ngā koiri konumohe i roto i ngā wāhanga pēnei i te whakamama i ngā waka, te takai kai me te rongoā, me ngā hikohiko.
IV. Tirohanga Mākete: Kei te Haere Tonu Ngā Auahatanga Hanganga o te Mākete, Kei te Tukuna e Ngā Rāngai Utu-Nui Ngā Huarahi Whānui
Ki te titiro whakamua, ka haere tonu te mākete koiri konumohe i tōna āhua rerekētanga hanganga. I tētahi taha, ka mau tonu ngā utu teitei o ngā koiri konumohe noa nā te tautoko utu; i tētahi atu taha, ka mau tonu ngā utu teitei me te tipu teitei o ngā koiri konumohe whakarewa kounga teitei, te pepa konumohe pākahiko, me ngā koiri konumohe waro-iti matomato, nā te nui o ngā arai hangarau me te iti o te tuku me te tono. E tohu ana ngā tohunga ahumahi, i roto i te horopaki o ngā whāinga "waro-rua" me ngā whakapainga hanga, kua neke te whakataetae matua o te ahumahi koiri konumohe mai i te utu ki te hangarau, te kounga, me te tiwhikete matomato. I te heke mai, ka whiwhi ngā kamupene e matatau ana ki ngā tukanga hanga matatau me ngā hangarau waro-iti matomato i te painga i te huringa ahumahi e whai ake nei, ka ārahi i te ahumahi tukatuka konumohe o Haina ki te pito teitei o te mekameka uara o te ao.
Wā tuku: Paenga-whāwhā-03-2026