Pūrongo Mākete Tuanui Rino 2026-2030: Ko Ūropi ki te Hauāuru te Kaiārahi o te Mākete i te tau 2025; E matapaetia ana ko Āhia Moana-nui-a-Kiwa hei Kaiārahi Tipu ā-Mārama. Nā te pikinga ake o te tono mō ngā otinga tuanui pumau me te pakari, te pikinga ake o ngā mahi whakahou, me ngā hangarau paninga matatau, kua rite te mākete tuanui rino mō te tipu nui.
Kei te whakaatu te mākete tuanui maitai i te tipu pumau, e matapaetia ana ka tipu mai i te US$4.2 piriona i te tau 2025 ki te US$4.31 piriona i te tau 2026, e tohu ana i te tere tipu ā-tau (CAGR) o te 2.6%. Ko ngā mea matua o tēnei tipu ko te tono tonu mō ngā rauemi whakarewa tuku iho, te pikinga o ngā mahi hanga, me ngā tukanga whakaputa utu-whai hua. I te whanaketanga o te mākete, kei te piki haere hoki te tono mō ngā otinga tuanui pakari me te roa.
I. Te taha tono: Ka whakau ngā rāngai tuku iho, ka pāngia e te pahūtanga o ngā horopaki hou
Ngā Rāngai Tuku Iho: Ko te Hanganga me ngā Motuka tonu te Tautoko Matua
Rāngai Hanga
Nā te "Matakitenga 2030" a Saudi Arabia i akiaki te haumitanga hanganga ki te 4.13 trillion riyal, ā, ka eke te mākete hangahanga o Saudi Arabia ki te $74.1 piriona i te tau 2025. E matapaetia ana ka tipu i te tere ā-tau o te 5.4% i roto i ngā tau e rima e whai ake nei, ka piki tonu te hiahia mō ngā pepa maitai pania hei rauemi whakapaipai pakitara o waho.
Te Rāngai Motuka
E matapaetia ana ka neke atu i te 20 miriona waeine te hanga o ngā waka hiko hou o te ao i te tau 2025, ka piki ake te hiahia mō ngā pepa maitai whakapūmau kaha-teitei. Hei tauira, kua whakamahia kētia ngā pepa maitai whakapūmau kaha-teitei me te kaha o te 600MPa me runga ake i roto i te nui o te rahinga mō ngā anga pākahiko, ā, kua tutuki i te maitai takirua 1180MPa te whakahekenga taumaha 20% i roto i ngā motuka.
Ngā Rāngai Hou: Ko ngā Photovoltaics me ngā Whare Kakariki hei Kaitātari Tipu Hou
Ko ngā whakaurunga photovoltaic hou kei te akiaki i te hiahia mō ngā hanganga tautoko kua pania ki te konutea-konumohe-konupora (ZM). Ko ngā pepa maitai kua pania me te whakatauranga whakamātautau rehu tote o te 2000 hāora kua waiho hei whiringa pai, me te pikinga o te hiahia mā te 200% i ia tau i te tau 2023. Ko te whare matomato kei te akiaki i te tono o ngā pepa maitai piauau ātete-waikura i roto i ngā whare noho hanganga-konumohe, me te ōwehenga o ngā whare noho hanganga-konumohe i te rohe o te awa o Yangtze ka piki ake ki te 25% i te tau 2025.
II. Hangarau: Ko te Hanganga Kakariki me te Maamaa e Whakatairanga ana i te Whakapai Ahumahi
Ngā Tukanga Kakariki e Whakakapi ana i ngā Hangarau Tuku Iho
Ka eke te tere o te urunga o te hangarau whakakorekore-chromium ki te 65% i te tau 2025, ka whakakapi i te chromium hexavalent kia tutuki ai te ture EU RoHS; ka whakaitihia e ngā paninga konutea-konumohe-konupora te matotoru o te paparanga konutea mā te 30%, ā, ka rua te roa o te ora.
Mā te pūnaha whakaora waikawa para porowhita-kati ka taea te whakamahi anō i te otinga pikinga 100%, ka whakaitihia ngā utu taiao mō ia tana o te maitai mā te 80 yuan. Kua kite ngā umanga matua pērā i te turanga Zhanjiang a Baosteel i te hekenga 30% o ngā tukunga VOC ki te whakataurite ki te tau 2020.
Ka Whakapai Ake te Whakaputa Atamai i te Whai Hua
Ka aroturukihia e ngā pūnaha tirohanga AI te ōritetanga o te paninga i te wā tūturu, ka eke ki te reiti tika o te tautuhi hapa o te 99.2%; ka matapaetia e ngā wheketere mahanga mamati te para o te kohua konutea 48 hāora i mua, ka whakaitihia te ngaronga o te wā kore mahi. Whai muri i te tono ki te turanga Baowu, ka heke te whakapaunga pūngao mō ia tana o te maitai mā te 12%, ā, ka heke te whakapaunga konutea mā te 4.7%.
III. Mekameka Tuku: Kei te kaha a Haina ki ngā kaweake, kei te tere haere te whakawhanaungatanga ā-rohe
Kei te Haere Tonu te Painga Kaweake a Haina, engari kei te Patunga te Pēhanga Hurihanga
I te tau 2025, neke atu i te 21 miriona tana te nui o ngā pepa maitai paninga i kaweakehia e Haina, ā, ko Āhia ki te Tonga-mā-rāwhiti me te Waenganui Rawhiti ngā mākete matua. I eke ngā kawemai a Saudi Arabia ki te 677,000 tana (he pikinga tau-ki-te-tau o te 44.82%).
I raro i te pēhanga te utu kaweake toharite, i heke ki te $629.49/tēne i te Whiringa-ā-rangi 2025 (he hekenga 80% mai i te tīmatanga o te tau 2023), ā, nā tēnei i akiaki ngā kamupene ki te neke atu i te "whakataetae utu" ki te "whakataetae uara."
Te Whakatakotoranga Āheinga Rohe e Ārai ana i ngā Arai Tauhokohoko
Tērā pea ka piki ake ngā utu kaweake mā te 8%-12% i raro i te tāke waro CBAM a te EU, ka akiaki i ngā kamupene Haina ki te whakateretere i te hanganga wheketere i te Tonga-mā-rāwhiti o Āhia me te Waenganui Rawhiti (pērā i te raina whakaputa a Baosteel i Mareia), ka hanga i tētahi tauira "R&D Haina + hangahanga ki tāwāhi".
Tērā pea ka pāngia te wāhi kaweake o Haina e te kaha whakapūmau hou i ngā mākete hou pēnei i a Īnia me Turkey. Me whakakotahi ngā kamupene i ō rātou wāhi mākete teitei mā te whakapai ake i ngā hangarau (pēnei i ngā pepa maitai whakapūmau kaha-tino teitei).
Wā tuku: Maehe-30-2026
