Indasteri ea litsela tsa aluminium lefatšeng ka bophara e ntse e fetoha ka mokhoa o tebileng ka 2026, e susumetsoang ke tlhoko e ntseng e eketseha ho pholletsa le boiketsetso ba indasteri, meralo ea motheo ea matla a nchafatsoang, kaho e tala, le mafapha a macha a lipalangoang tsa matla. Jwalo ka karolo ea mantlha ea aluminium e ntšitsoeng ka ntle e nang le litšobotsi tse bobebe, tse matla haholo, tse hanelang mafome, le tse bonolo ho li kenya, lihlahisoa tsa litsela tsa aluminium ho kenyeletsoa le litsela tse tataisang tse otlolohileng, literene tsa ho kenya letsatsi, litsela tse thellang kaho, le litsela tsa kopano ea indasteri li fetohile thepa ea motheo ea bohlokoa bakeng sa tlhahiso ea maemo a holimo ea lefats'e le kaho ea meralo ea motheo e nang le khabone e tlase. Lintlha tsa morao tjena tsa 'maraka oa mose ho maoatle, matla a matsete a indasteri, le liphetoho tsa leano la libaka ka kakaretso li bontša hore 'maraka oa litsela tsa aluminium o fetoha ho tloha kholong e pharalletseng ea setso ho ea nts'etsopele ea boleng bo holimo, e tsitsitseng le e bohlale, ka phapang e ikhethang ea libaka le mekhoa ea phetoho ea theknoloji e hlahang ho pholletsa le Amerika Leboea, Europe, Asia Boroa-bochabela le Oceania.
Ho ea ka tlhahlobo ea morao-rao ea indasteri ho tsoa ho IndexBox le PW Consulting, 'maraka oa lefats'e oa litsela tsa aluminium le literene tse hokeloang o bolokile sekhahla se tsitsitseng sa kholo ea selemo le selemo sa 6.85% ho tloha ka 2025 ho isa ho 2032, ka boholo ba 'maraka ka kakaretso bo fihla ho USD 1.16 bilione ka 2025 'me ho lebelletsoe hore bo tla fihla ho USD 1.84 bilione ka 2032. Haholo-holo, photovoltaic ea letsatsi (PV)pina ea aluminiumKarolo ena e hlahisa lebelo le phahameng ka ho fetisisa la kholo, e ngolisa CAGR ea 5.8% 'me e lebelletsoe ho imena habeli sekala sa eona sa' maraka ka 2035, e tšehetsoang ke ho phatlalatsoa ha merero ea ho kenya matla a letsatsi ea matla a fetang 500 GW lefatšeng ka bophara. Mokhoa ona o matla oa kholo o bonts'a kananelo e ntseng e eketseha ea mose ho maoatle ea melemo ea sebopeho sa litsela tsa aluminium le boleng ba tikoloho, ha liindasteri tsa lefats'e li potlakisa ho nkeloa sebaka ha litsela tsa tšepe tsa setso ka litharollo tsa aluminium tse bobebe.
E 'ngoe ea mekhoa e hlahelletseng ka ho fetisisa ea mose ho maoatle ka 2026 ke kopanyo e tebileng ealitsamaiso tsa litsela tsa aluminiumka meralo ya motheo ya eneji e ntjhafatswang, haholoholo ho kenella ka potlako ha diterata tsa ho kenya aluminium mebarakeng ya PV ya letsatsi ya Yuropa le Amerika Leboya. Dinaha tsa Yuropa, tse etelletsoeng pele ke Jeremane, Fora le Netherlands, di matlafaditse dipheo tsa tsona tsa phetoho ya eneji e hlwekileng tlasa Tumellano e Tala ya EU, di kganna tlhokeho e ntseng e hola ya diterata tsa letsatsi tsa aluminium tse nepahetseng haholo, tse hanelang boemo ba lehodimo. Ho fapana le dibracket tsa tshepe ya khabone ya setso, ditsamaiso tsa diterata tsa aluminium tse amohelang maemo a alloy a Al6005-T5 a hodileng di na le kganyetso e phahameng haholo ya mafome le botsitso ba sebopeho, di ikamahanya le ditikoloho tse feteletseng tsa kantle tse kang mongobo wa lebopong le mahlasedi a ultraviolet a phahameng. Habohlokoa le ho feta, meralo ya diterata tsa aluminium tse ntlafalitsoeng tse nang le meaho ya dinate tse thellang e fokoditse nako ya mosebetsi wa ho kenya sebakeng seo ka hoo e ka bang 40%, e sebetsanang ka katleho le kgaello e tswelang pele ya basebetsi e aparetseng indasteri ya kaho ya PV ya kgwebo le ya diindasteri ya Yuropa.
Amerika Leboea, 'maraka oa litsela tsa aluminium o laoloa ke tlhahiso e tloaelehileng le ho hlophisoa bocha ha ketane ea phepelo ea lehae. Molao oa Phokotso ea Theko e Phahameng oa United States (IRA) o hlahisitse maano a bohlokoa a khothaletso ea lekhetho le lithuso bakeng sa matla a nchafatsoang a lehae le tlhahiso e tsoetseng pele, e leng se susumetsang bahlahisi ba lehae ho potlakisa katoloso ea bokhoni le ntlafatso ea setifikeiti. Ka 2026, bafepedi ba ka sehloohong ba litsela tsa aluminium Amerika Leboea ba tumme ka botlalo litsamaiso tsa litsela tsa letsatsi tse netefalitsoeng tsa UL 2703, ho netefatsa hore ho latela melao e tiileng ea polokeho ea sebopeho sa libaka le tšireletso ea mollo. APA Solar Solutions, sebapali sa bohlokoa sa lehae, se qalile semmuso setsi sa sona se secha sa tlhahiso Bryan, Ohio, se shebane le R&D le tlhahiso ea litsamaiso tsa ho kenya litsela tsa aluminium tsa TITAN tsa maemo a holimo le Ready Rack, se ntlafatsa haholo bokhoni ba phepelo ea lehae ba lihlahisoa tsa litsela tsa aluminium tsa maemo a holimo 'marakeng oa Amerika Leboea. Ho sa le joalo, leqhubu la ntlafatso la lekala la othomathike la indasteri la US le bakile tlhoko e matla ea litsela tsa aluminium tse otlolohileng tse nepahetseng, tse sebelisoang haholo meleng e bohlale ea tlhahiso, litsamaisong tsa ho thella tsa robotic, le lisebelisoa tsa thepa tse ikemetseng, li sutumelletsa ho pheta-pheta ha mahlale a ts'ebetso ea litsela tsa aluminium tse nepahetseng haholo, tse tlase.
'Maraka oa litsela tsa aluminium oa Europe o boetse o khetholloa ka ho hatisa ka tieo moruo o chitja le maemo a tlhahiso e tala. Ka lebaka la mokhoa oa EU oa ho lokisa moeli oa khabone (CBAM) le melaoana e thata ea tikoloho, bahlahisi ba litsela tsa aluminium ba mose ho maoatle ba khothalelitse ka botlalo ts'ebeliso ea thepa ea aluminium e sebelisitsoeng hape le lits'ebetso tsa tlhahiso ea khabone e tlase. Ka 2025-2026, likhoebo tse kholo tsa likarolo tsa aluminium tsa Europe li ekelitse matsete meleng ea tlhahiso ea ho sebelisa hape aluminium, ka karolo ea aluminium e sebelisitsoeng hape lihlahisoa tse ncha tsa litsela tsa aluminium e nyolohela ho feta 35% ka karolelano. Ho fapana le tlhahiso ea aluminium ea mantlha e itšetlehileng ka tšebeliso e phahameng ea matla, tlhahiso ea litsela tsa aluminium tse sebelisitsoeng hape e fokotsa mesi ea khabone ka ho feta 90%, e tsamaellanang hantle le lipheo tsa nts'etsopele ea ESG tsa likhoebo tsa kaho tsa Europe le tsa eneji e ncha. Ho feta moo, linaha tsa Europe li potlakisitse ho lekanngoa ha lits'ebetso tsa kaho ea litsela tsa aluminium, ka litlhaloso tse kopaneng tsa indasteri tse fanoeng bakeng sa litsela tsa mamati a thellang, litsela tsa tšehetso ea lebota la lesira, le litsela tsa kopano ea indasteri, li lekanyetsa 'maraka ka katleho le ho felisa lihlahisoa tsa boleng bo tlase, tse nang le khabone e ngata.
Asia Boroa-bochabela le Oceania li hlahile e le lipalo tse ncha tsa kholo ea 'maraka oa lefats'e oa litsela tsa aluminium ka 2026, li rua molemo kahong ea meralo ea motheo e potlakileng le moralo oa matla a nchafatsoang. Linaha tse kang Vietnam, Thailand le Australia li khothaletsa ka matla kaho ea seteishene sa motlakase sa photovoltaic le ntlafatso ea lirapa tsa indasteri, li khanna kholo e tsoelang pele ea tlhoko ea lihlahisoa tsa litsela tsa aluminium tse theko e tlaase le tse feto-fetohang haholo. Ho fapana le lihlahisoa tse ikhethileng tsa maemo a holimo Europe le Amerika, 'maraka oa Asia Boroa-bochabela o rata litharollo tsa litsela tsa aluminium tse akaretsang, tse leka-lekaneng ts'ebetso le litšenyehelo. Barekisi ba lehae le borakonteraka ba merero ba khetha lisebelisoa tse kopaneng tsa litsela tse nang le lisebelisoa tse felletseng le meaho e sebetsitsoeng esale pele ho ntlafatsa katleho ea kaho le ho fokotsa litšenyehelo tsa boenjiniere. Australia, haholo-holo, e bone tlhoko e ntseng e eketseha ea litsela tsa aluminium mererong e meholo ea letsatsi ea fatše, kaha mehloli ea eona e meholo ea naha le mehloli e mengata ea matla a letsatsi li khanna katoloso e tsoelang pele ea lits'ebetso tsa PV tsa lisebelisoa, e leng se etsang hore ho be le tlhoko e tsitsitseng ea nako e telele ea litsamaiso tsa litsela tsa aluminium tse hanelang mafome tse loketseng libaka tsa lehoatata le lebopong.
Tlhahiso e bohlale le phetoho ea theknoloji li etsa mokhoa o mong oa mantlha oa indasteri ea lefats'e ea literene tsa aluminium ka 2026. Bahlahisi ba etellang pele linaheng tse ling ba amohetse theknoloji ea dijithale e habeli, moralo oa ho nepahala ha AI, le mela ea tlhahiso e iketsang ka botlalo ho ntlafatsa liparamente tsa sebopeho sa aluminium le ho nepahala ha ts'ebetso. Tlhahiso ea setso ea literene tsa aluminium e itšetlehile ka boiphihlelo ba letsoho bakeng sa ho beha liparamente, e leng se lebisang ho nepahala ho sa tsitsang ha sehlahisoa le katleho e tlase ea tlhahiso. Hona joale, lifeme tse tsoetseng pele tsa Europe le Amerika li sebelisa li-algorithms tsa AI ho etsisa maemo a ts'ebeliso ea projeke, li fetola sebopeho sa karolo e kholo ea literene, botenya ba lebota le litlhaloso tsa groove ka mokhoa o feto-fetohang ho fihlela mokhoa oa ho iketsetsa maemo a fapaneng joalo ka litsamaiso tsa ho latela letsatsi, mela ea tlhahiso e iketsang, le meaho e thellang. Ho sa le joalo, theknoloji ea tlhokomelo ea ho bolela esale pele e thehiloeng ho data e kholo e sebelisoa ho lisebelisoa tsa tlhahiso ea literene, e fokotsa sekhahla sa ho hloleha ha tlhahiso ka katleho le ho ntlafatsa chai ea sehlahisoa le botsitso ba tlhahiso. Ho ata ha tlhahiso e bohlale ho fokolitse lekhalo la ts'ebetso lipakeng tsa lihlopha tse fapaneng tsa lihlahisoa tsa literene tsa aluminium haholo, ho beha motheo oa ntšetso-pele e kholo ea litsamaiso tsa literene tsa aluminium tse tloaelehileng lefatšeng ka bophara.
Paterone ea ketane ea phepelo ea aluminium lefatšeng ka bophara le eona e ntse e ntlafatsoa haholo libakeng ka 2026. E angoa ke mabaka a lipolotiki, maano a litefiso tsa khoebo ea libaka, le liphapang tsa litšenyehelo tsa matla, indasteri ea ketane ea aluminium lefatšeng ka bophara e fetoha ho tloha mohlaleng o le mong oa phepelo o bohareng ho ea ho moralo oa phepelo o fapaneng le oa lehae. Mebaraka ea Europe le Amerika e potlakisa ho etsoa ha bokhoni ba tlhahiso ea aluminium ho fokotsa ho itšetleha ka thepa e kenang ka ntle ho meeli le ho netefatsa botsitso ba ketane ea phepelo. Ka nako e ts'oanang, mebaraka e ntseng e hlaha Asia Boroa-bochabela, Latin America le Bochabela bo Hare e ntse e hlahisa mahlale a tsoetseng pele a tlhahiso le lisebelisoa tsa kantle ho naha ho holisa bokhoni ba tlhahiso ea aluminium ea lehae. Emirates Global Aluminium (EGA), khoebo e etellang pele ea aluminium Bochabela bo Hare, e atolositse bokhoni ba eona ba tlhahiso ea aluminium e sebelisitsoeng hape ka 2026, e beha ka mafolofolo mela ea lihlahisoa tsa aluminium tse nang le khabone e tlase ho fihlela tlhoko e ntseng e hola ea likarolo tsa aluminium tse tala mebarakeng e mecha ea matla le ea kaho ea Bochabela bo Hare.
Ho sa tsotellehe menyetla ea kholo e nang le tšepo, indasteri ea litsela tsa aluminium lefatšeng ka bophara e ntse e tobane le liphephetso tse hlahelletseng. Ea pele, ho feto-fetoha ha theko ea thepa e tala ho bakoang ke likhohlano tsa ketane ea phepelo ea aluminium lefatšeng ka bophara ho ntse ho ama phaello ea likhoebo. Leano la taolo ea kantle ho naha la bauxite Guinea le kabo e sa lekanang ea mehloli ea matla a nchafatsoang lefatšeng ka bophara li lebisa litheko tse sa tsitsang tsa aluminium ea mantlha, e leng se tlisang khatello ea litšenyehelo ho bahlahisi ba litsela tsa aluminium. Ea bobeli, indasteri e na le litšitiso tse totobetseng tsa botekgeniki ba libaka le liphapang tse tloaelehileng. Setifikeiti sa CE sa Europe, setifikeiti sa UL sa Amerika Leboea, le maemo a indasteri ea lehae a limmaraka tse ntseng li hlaha a eketsa litšenyehelo tsa R&D le setifikeiti tsa moralo oa likhoebo tsa lefats'e ka bophara. Ea boraro, katoloso e potlakileng ea tlhoko ea 'maraka e lebisitse khaellong ea litalenta tsa botekgeniki tsa maemo a holimo le lihlopha tsa kaho tsa litsebi libakeng tse ling, e leng se thibelang khothaletso e kholo ea litsamaiso tsa litsela tsa aluminium tse nepahetseng le tse bohlale.
Ha re sheba pele ho 2027-2030, 'maraka oa lefats'e oa litsela tsa aluminium o tla boloka kholo e tsitsitseng le e tsitsitseng, ka ho ba le khabone e tala e tlase, ho iketsetsa lintho ka bohlale, le phepelo ea libaka e fetohang litataiso tse tharo tsa mantlha tsa nts'etsopele. Ka tsoelo-pele e tsoelang pele ea lipheo tsa lefats'e tsa khabone e habeli le ho ata ha tlhahiso e bohlale le lisebelisoa tsa matla a nchafatsoang, maemo a ts'ebeliso ea lihlahisoa tsa litsela tsa aluminium a tla atolosoa le ho feta, a akaretsa masimo a hlahang joalo ka literene tse ncha tsa li-slide tsa likoloi tsa matla, litsela tsa tšehetso ea lisebelisoa tsa polokelo ea matla, le litsamaiso tse bohlale tsa othomathike ea meaho. Likhoebo tse etellang pele linaheng tse ling li tla tsoela pele ho eketsa matsete lipatlisisong tsa thepa e tlase ea khabone le boqapi ba theknoloji e bohlale, ha kaho ea maemo a indasteri e tla ntlafatsoa le ho feta. Indasteri ea litsela tsa aluminium ea lefats'e e tla tlosa tlholisano e tšoanang butle-butle 'me e lebe nts'etsopele ea boleng bo holimo, boleng bo holimo le e tsitsitseng e arohaneng, e bula sebaka se pharaletseng sa nts'etsopele ea' maraka.
Nako ea poso: Phato-28-2026