Kua āhua papatahi te mākete bauxite mai i te ngoikore haere i te haurua tuarua o te tau kua hipa. Whai muri i a Tīhema, nā te hukarere i ngā rohe o te raki i whakapiki ake i ngā here ki ngā mahi keri. I tua atu i ngā mana whakahaere taiao pakari ake i te wā whakamahana, he iti noa te tuku o te konganuku ā-whare i te marama o Tīhema. He ngoikore noa te kaha keri me te rahui i ngā kawanatanga o Shanxi me Henan, ā, e matapaetia ana ka noho iti tonu te whakaputanga konganuku i te marama i muri i te Rā o te Tau Hou.
Ahakoa he pai ake te tuku o te konganuku i ngā kawanatanga o Guangxi me Guizhou i tērā i te raki, kāore tonu i te rawaka hei whakatutuki i ngā hiahia whakaputa o ngā kamupene alumina o raro iho. He mea nui, ko ētahingā kamupene aluminaKua tīmata ngā kamupene o Guizhou ki te whakamahi i te konganuku kawemai mai i te tau kua hipa hei whakamama i te pēhanga o ngā rauemi mata.
I tēnei wā, kei te iti tonu te tuku o te konganuku ā-rohe, ā, ka nui te pēhanga utu ki ngā kamupene alumina, ka akiaki i ētahi kamupene ki te whakarerekē i ngā utu hoko konganuku mai i te marama o Hānuere. Mai i te tau 2026, kua heke te utu konganuku ā-rohe, engari he āta haere te hekenga. Ko ngā whanaketanga anō ka whakawhirinaki ki ngā huringa kaupapa here i muri i te Hakari o te Koanga, me te mea ka tīmata anō te mahi a ngā maina kua whakamutua. Ka hono tonu ngā ia o te utu konganuku ki ngā āhuatanga o te mākete i raro iho.
Mō ngā konganuku kawemai, kua tīmata anō ngā mahi a ngā kamupene keri i Guinea kua whakamutua i mua, ā, kei te pumau tonu ā rātou kaha whakaputa me te tuku kaipuke, me te tumanako ka piki ake te tuku i ngā rā kei te heke mai. Kei te piki haere hoki te kaha tuku i Turkey me Sierra Leone. Ki te titiro whakamuri ki te tau kua hipa, he nui rawa te tuku a Haina i te 20 miriona tana o te konganuku kawemai. I tēnei wā, kua heke ngā utu konganuku o Guinea, kua heke iho i raro i te $70/tana i muri i te Rā o te Tau Hou. Kei te tata a Ahitereiria ki te tomo ki tōna wā ua, ka pā pea tēnei ki tana whakaputanga maina; ko te pikinga o te tuku mai i Guinea ka whakakapi pea i tētahi whakahekenga pea mai i Ahitereiria.
I te nuinga o te wā, ki te kore ngā āhuatanga ohorere i mua i te Hakari o te Koanga, e matapaetia ana ka noho ngoikore tonu ngā utu o te paitini engari ka pumau. Ko ngā whanaketanga ka whakawhirinaki ki ngā āhuatanga o te tuku me te tono me ngā huringa o ngā utu mākete o muri.
TekonumoheI ngā wā tata nei, e whakaatu ana te mākete i ngā āhuatanga o "ngā utu ā-mua e akiaki ana i ngā utu ā-wā, me ngā au rerekē i waenga i ngā mākete ā-wā me ngā mākete ā-wā." Ahakoa i whakanui ake ngā utu ā-wā i te kare ā-roto o ngā kaipupuri, i ngoikore tonu ngā kaupapa matua o te mākete ā-wā: i nui tonu te tuku mākete, ā, i whakaatu ngā kamupene konumohe hikohiko, he nui ā rātou taonga mai i ngā puranga o mua, i ngā whakaaro hoko ngoikore. Nā tēnei i ara ake ai he taupatupatu i "whakanuia ai ngā utu e ngā kaihoko, engari i whakaroa ngā kaihoko ki te whakaae," ā, i iti haere te moni me te heke o te pēhanga ki ngā utu.
Mai i te tirohanga o te tuku me te tono, kāore anō kia rerekē te āhua o te nui o te hoko i tēnei wā. Ahakoa ngā huringa whakaputa maha i te marama o Tīhema o te tau kua hipa, he iti noa te pānga ki te putanga katoa o ia marama, ā, kāore i taea te huri i te āhua o te tuku koretake. Ko te mākete kei roto i te pakanga i waenganui i "ngā āhuatanga ōhanga whānui pai me ngā āhuatanga taketake kino," me te kore he kaha kotahi hei akiaki i te nekehanga o te utu, nō reira ka mau tonu te ia hurihuri engari he pumau.
Ki te titiro whakamua, kei te haere tonu ngā mahere mō ngā tāpiringa kaha hou ki Haina i te tau 2026, me te tumanako ka puta mai ētahi kaha i te hauwhā tuatahi me te tuarua, ka nui ake te kaha o te tuku, ā, ka heke pea te kaha o ngā utu. Hei tāpiri, kua tukuna tata nei ngā kaha hou ki tāwāhi, ā, kei te whakaatu te mākete alumina o te ao i te nui o te tuku i runga ake i te tono. He nui ngā kawemai o te alumina i ngā wā tata nei, ka pēhia ngā utu o roto, ā, e tumanakohia ana ka noho teitei tonu ngā rahinga kawemai i te marama o Hānuere.
I te taha tono, ahakoa kua tukuna ētahi kaha hou ki te mākete konumohe hiko, kāore te pikinga ake e ranea hei mimiti i te pēhanga tuku o te alumina o nāianei, ā, he uaua ki te tautoko i ngā utu.
I te tau 2025, ko tekarāhe silicon E matapaetia ana ka ahu whakamua tonu te mākete me te whanaketanga o te umanga hanga, engari he rerekētanga hanganga nui kei te ahumahi. Hei rauemi whakakoi tuku iho, he hononga tata tōna mahi mākete ki te tono i raro iho. Kei raro te mākete karawiti silicon pango i te pēhanga nui, e tōia ana e te puhoi o te mākete hoko whenua me te ngoikore o te tono mai i ngā umanga pēnei i ngā mea whakakā me te maitai. Kei te pāngia ngā kamupene e ngā uauatanga whakahaere, me te whānui o te whakamutu me te whakaiti i te whakaputanga, ka hua ake he iti ngā reiti whakahaere umanga. E matapaetia ana ko te whakaputanga ā-tau kei te 400,000-500,000 tana.
Kei te haere tonu te mahi a te mākete karāhe silicon matomato. Ko te nuinga o te wā ka whakamahia ki ngā mea whakakoi me ngā uku hangarau, ā, ko te kaha e mau tonu ana ki te 100,000 tana. Kua noho pumau te tuku, te tono, me ngā utu mō ngā tau e whitu, e waru rānei kua pahure ake nei, ā, kua noho hei tautoko nui mō te umanga. Mai i te tirohanga utu, he iti noa te piki me te heke o te utu o ngā rauemi mata karāhe silicon matomato mā te 50-100 yuan/tana. Heoi, nā te whakakotahitanga o ngā āhuatanga tono me te utu rerekē, kei te iti tonu te taumata hua whānui o te umanga. Mō ngā kaweake: Ngā kaweake okarāhe siliconKua tino heke te whakamahinga o te konganuku hei rauemi whakakoi whānui mā te 40% nā te pānga o te mākete o te ao, ā, kua pai te haere o ngā kaweake o ngā hua silicon carbide mō ngā tono teitei pēnei i te photovoltaics me ngā semiconductors.
Ko te ārai matua e pā ana ki te umanga i tēnei wā ko te kore o ngā kaha hanga teitei. He nui tonu ngā ngoikoretanga o te kaha whakaputa ā-rohe me te hangarau i roto i te silicon carbide hiko-papa. I te titiro whakamua ki te tau 2026, me rapu kaha te umanga i te panonitanga, te whakatairanga i ngā whakapainga hangarau mā te whakapakari i te mahi tahi me ngā whare wānanga me ngā whare rangahau, me te arotahi ki te whakawhanake i ngā hua rerekē tino tika, motuhake, me te uara nui-tāpiri hei whakarei ake i te whakataetae me te hua. Ka taea hoki e ngā rōpū umanga te ārahi i ngā kamupene ki te whakarerekē i ā rātou rautaki mā roto i ngā tirotiro me ngā kōrero, me te whakatairanga tahi i te arotau me te whakapai ake i te hanganga umanga.