Aluminium Alloy Khoom Nqe Trends 2026: Kev cuam tshuam rau Ib Leeg Txhuas Txhuas Alloy Lifts
Hauv Q1 2026, tus nqi ntawm aluminium alloy raw khoom tau qhia asiab - theem hloov pauv nrog kev nce siab. Raws li ib tug tseem ceeb cov khoom cia siab rau aluminium alloy profiles rau nws lub ntsiab qauv, lubib kem aluminium alloy nqayog cuam tshuam ncaj qha rau ntawm tus nqi, tus nqi, thiab kev lag luam zoo. Tsab ntawv xov xwm no txheeb xyuas qhov tseeb ntawm aluminium alloy nqe tiam sis, lawv cov kev cuam tshuam tseem ceeb ntawm hom nqa no, thiab muab cov tswv yim teb cov tswv yim, pab cov tuam txhab, cov neeg muag khoom, thiab cov neeg yuav khoom nkag siab txog kev lag luam thiab kev txiav txim siab.
Tseeb Aluminium Alloy Raw Khoom Nqe Nqe (Q1 2026)
Kev lag luam tag nrho aluminium alloy hauv Q1 2026 yog tus cwj pwm los ntawm kev hloov pauv siab thiab muaj zog txhawb tus nqi, nrog tus nqi tseem ceeb hauv qab no:
1. Thawj Txhuas Txhuas (A00 Txhuas): Nruam nce raws li qhov tsis muaj zog
Tus nqi nruab nrab ntawm thawj aluminium (A00 aluminium) thaum Lub Ib Hlis -Lub Peb Hlis 2026 yog kwv yees li24,274 yuan/ton, ib qho tseem ceeb nce ntawm13.1%piv rau Q4 2025 (21,464 yuan/ton). Nws peaked ntawm24,850 yuan/tonLub Ib Hlis, thiab Lub Peb Hlis, cuam tshuam los ntawm kev tsis sib haum xeeb ntawm thaj chaw (kev cog lus hauv Middle East), tus nqi ntawm A00 txhuas hauv cheeb tsam Yangtze River ib zaug tau nce mus rau25,100 yuan/ton(qhov siab tshiab hauv 2026), ces me ntsis rub rov qab mus rau ib puag ncig23,630 yuan/tonthaum kawg ntawm lub hli nrog cov khoom muag digestion.
2. Aluminium Alloy Ingot (ADC12): Siab -Kev Ua Haujlwm Qib Nrog Kev Txhawb Zog
Tus nqi nruab nrab ntawm aluminium alloy ingot (ADC12, feem ntau siv ua qib) hauv lub Peb Hlis yog hais txog24,500 yuan/ton, nce ntawm 600 yuan / tuj los ntawm Lub Ob Hlis, txhawb los ntawm tus nqi muaj zog - sab yam. Vim yog cov khoom siv nruj ntawm cov khoom seem ntawm txhuas thiab cov nqi ua raws li qhov "rov qab them nqi", tus nqi ntawm aluminium alloy ingots yog qhov nyuaj rau poob qis thiab xav tias yuav nyob twj ywm hauv qhov siab - qib ntau ntawm23,500-25,000 yuan / tonnyob rau hauv lub sij hawm luv luv.
3. Qhov tseem ceeb tsav tsheb & yav tom ntej Outlook
Lub ntsiab yam tseem ceeb uas ua rau tus nqi siab ntawm aluminium alloy muaj xws li: macroscopically, Tsoom Fwv Teb Chaws Reserve cov paj laum txiav cov kev cia siab thiab cov nyiaj tsis muaj zog hauv Teb Chaws Asmeskas, ua ke nrog lub domestic "Golden Lub Peb Hlis" noj lub caij nyoog, boosting hlau xav tau; ntawm cov khoom lag luam, kev tsis sib haum xeeb ntawm thaj chaw hauv Middle East tau ua rau muaj kev cuam tshuam txog li 9% ntawm lub ntiaj teb thawj cov khoom siv txhuas muaj peev xwm, ntxiv dag zog rau kev cia siab ntawm cov khoom lag luam txawv teb chaws; domestically, bauxite mov yog xoob tab sis cov khoom lag luam hauv tsev yog siab, thiab kev ua raws li tus nqi ntawm cov khoom siv rov ua dua tshiab txhawb nqa cov nqi raw khoom.
Saib ua ntej mus rau Q2 2026, tus nqi aluminium alloy yuav tsum tuav ibsiab - theem hloov pauvqauv. Kev tsis paub tseeb hauv kev xa khoom txawv teb chaws tseem nyob, thiab kev xav tau hauv tsev tsis tu ncua. Nws tau kwv yees tias tus nqi nruab nrab ntawm thawj aluminium yuav nyob nruab nrab ntawm23,000-26,000 yuan / ton, thiab tus nqi ntawm aluminium alloy ingots yuav nyob twj ywm siab ib txhij, nrog ib tug tsis tshua muaj tshwm sim ntawm ib tug ntse poob.
Core Impacts ntawm Ib Kab Txhuas Txhuas Alloy Lifts
Hom nqa no siv siab -lub zog aluminium alloy profiles (xws li 6063-T5) raws li nws cov qauv tseem ceeb, thiab cov ntaub ntawv aluminium alloy rau38%-42%ntawm tag nrho cov nqi ntawm tag nrho cov tshuab, uas yog cov tseem ceeb ntawm cov nqi. Qhov siab - theem hloov pauv ntawm aluminium alloy nqi muaj qhov cuam tshuam ncaj qha rau nws cov khoom tsim, nqi thiab kev sib tw ua lag luam.
1. Tus Nqi Sab: Ncaj nraim Push Up Manufacturing Costs, Compress Profit Margins
Noj aib kem aluminium alloy nqa(lifting qhov siab 6-8 meters, load peev 125-150kg) ua piv txwv, kev siv ntawm aluminium alloy profiles yog hais txog150-200kg ib chav tsev. Piv nrog rau Q4 2025, tus nqi nruab nrab ntawm aluminium alloy ingots tau nce li ntawm 3,000 yuan / tuj, ncaj qha nce cov nqi khoom ntawm ib chav tsev los ntawm450-600 yuan. Yog tias cov nqi txhuas tseem nyob rau yav tom ntej, nrog rau kev nce nqi ntawm cov nqi ua haujlwm thiab cov nqi anodizing, tag nrho cov nqi ntawm ib chav tsev yuav nce los ntawm3%-5%.
Rau feem ntau cov tuam txhab, kev ua lag luam rau lub nqa nqa no yog qhov sib tw heev, thiab qhov chaw tau txais txiaj ntsig ntawm cov lag luam me thiab nruab nrab - loj yog twb txwv. Tus nqi nce ntxiv yuav ua rau cov nyiaj tau los ntxiv, thiab qee qhov me thiab nruab nrab- cov lag luam me tuaj yeem ntsib teeb meem ntawm "poob xaj yog tias lawv nce nqi, thiab poob nyiaj yog tias lawv tsis nce nqi".
2. Tus Nqi Them Nqi: Tus Nqi - Tus nqi yuam kom nce, Sib npaug kev lag luam kev sib tw
Kev nce nqi yog tsim nyog los hloov cov nqi siab- txwv tsis pub, ntev - lub sij hawm profitability thiab R&D peev (xws li daim ntawv thov ntawm siab - zog aluminium alloys thiab kev nyab xeeb kev ua tau zoo) yuav raug cuam tshuam. Cov neeg tsim khoom feem ntau siv cov tswv yim tsim nqi yooj yim:
Kev hloov kho tus nqi: Ua ntej, nce me me (2%-3%) yog ua los soj ntsuam kev lag luam tawm tswv yim, thiab tom qab ntawd qhov kev hloov kho thib ob yog ua raws li tus nqi txhuas;
Tus nqi sib txawv: Ua kom tus nqi them rau cov khoom lag luam customized (xws li qhov siab tshwj xeeb, tiv thaiv- txheej txheej), thiab tswj hwm qhov nce ntxiv rau cov qauv qauv;
khi ntev- lub sij hawm txiav txim: Kos npe rau peb lub hlis twg / ib xyoos ntev - lub sij hawm txiav txim nrog cov khoom siv hluav taws xob hluav taws xob thiab cov chaw ua haujlwm txhuas kom kaw ib feem ntawm cov khoom siv raw khoom thiab txo qhov kev pheej hmoo ntawm tus nqi hloov pauv.
3. Kev Ua Lag Luam Sab: Kev thov tuaj yeem raug txwv, kev sib tw qauv sib zog
Kev nce nqi tuaj yeem ua rau tos-thiab- pom tus cwj pwm ntawm cov neeg siv khoom kawg, tshwj xeeb tshaj yog cov kev xav tau ntawm cov lag luam me thiab nruab nrab- cov lag luam me thiab kev saib xyuas, thiab tej zaum yuav muaj kev txiav txim me ntsis hauv lub sijhawm luv luv. Hais txog kev sib tw, cov tuam txhab ua lag luam tuaj yeem txo cov nqi siab los ntawm kev tsim txiaj ntawm cov txiaj ntsig zoo (kev yuav khoom ntawm cov khoom siv txhuas, cov nqi ua haujlwm qis), thaum cov tuam txhab me thiab nruab nrab - cov tuam txhab loj yuav raug yuam kom txo tus nqi los tuav cov xaj, ua kom "Matthew Effect" hauv kev lag luam.
Txhawm rau rhuav tshem, cov tuam txhab tsim khoom yuav tsum tau ua kom muaj kev sib tw tseem ceeb ntawm cov nqa no, xws li kev txhim kho lub teeb yuag (txo qhov hnyav li 30% -40% kom txo qis kev teeb tsa), txhim kho corrosion kuj (hloov mus rau qhov chaw ntub dej / ntsev tsuag), thiab ua kom zoo rau kev ua haujlwm yooj yim (kev tswj chaw taws teeb, kev tiv thaiv kev nyab xeeb), sib tw nrog "tus nqi" es tsis yog "tus nqi".
4. Supply Chain Side: Kev tswj cov khoom muag thiab kev ruaj ntseg ntawm kev xa khoom yog qhov tseem ceeb
Raws li qhov siab - theem kev hloov pauv ntawm cov nqi txhuas, cov tuam txhab yuav tsum tau tswj xyuas cov khoom lag luam kom zoo (qhov nruab nrab ntawm kev lag luam yog li 28 hnub) kom tsis txhob muaj cov khoom muaj nqis siab - cov khoom lag luam thiab cov nyiaj tau los. Txoj kev "me me-batch, ntau-batch" tuaj yeem raug coj los siv los txo cov kev pheej hmoo ntawm tus nqi hloov pauv. Nyob rau tib lub sijhawm, qhov tseem ceeb yuav tsum tau muab rau kev koom tes nrog cov tuam txhab ua lag luam loj loj (xws li Aluminium Corporation ntawm Tuam Tshoj, Nanshan Aluminium Kev Lag Luam) kom ntseeg tau tias cov khoom ruaj khov ntawm siab - zoo aluminium profiles thiab zam kev cuam tshuam ntau lawm vim cov khoom tsis txaus.
Pom zoo cov tswv yim teb rau cov lag luam
1. Kev Txhim Kho Tus Nqi: Txo cov nqi thiab ua kom muaj txiaj ntsig zoo rau cov nqi nce ntxiv
Txhim kho cov txheej txheem txiav ntawm aluminium alloy profiles kom txo tau pov tseg, aiming kom nce cov khoom siv tus nqi ntawm tam sim no 85% mus rau ntau tshaj 90%; txais T7 txheej txheem kev kho cua sov los txhim kho lub zog profile, txo qis cov qauv tsim, thiab txo cov khoom siv txhuas hauv ib chav; integrate cov saw hlau, koom tes nrog cov khoom siv txhuas ua kom tau txais cov nqi tsim nyog, thiab txhawb kev ua haujlwm hauv cheeb tsam ntawm cov khoom tseem ceeb (lub cev muaj zog, hydraulic systems) kom txo tau cov nqi.
2. Cov Khoom Muag thiab Kev Ua Lag Luam: Ua kom muaj nuj nqis thiab ruaj khov rau pawg neeg siv khoom
Tsom ntsoov rau kev txhawb kev txawj ntseib kem aluminium alloy lifts(nruab nrab nrog IoT saib xyuas thiab ua txhaum thaum ntxov ua haujlwm) txhawm rau txhim kho cov khoom lag luam ntxiv tus nqi thiab cuam tshuam qhov cuam tshuam ntawm tus nqi nce rau cov neeg siv khoom; txais yuav tus nqi hierarchical rau cov neeg siv khoom, tso tawm "tus nqi kauj ruam" rau ntev - cov neeg siv khoom sib koom tes (qhov loj dua qhov ntim yuav khoom, tus nqi qis dua) txhawm rau khi cov neeg siv khoom tseem ceeb; nthuav tawm kev lag luam txawv teb chaws-cov neeg siv khoom txawv teb chaws yog tus nqi qis dua-sensitive, yog li tsom mus rau European, Asmeskas, thiab cov lag luam Esxias sab hnub tuaj, thiab txhim kho cov khoom lag luam thoob ntiaj teb kev sib tw los ntawm kev ua kom zoo dua Google SEO thiab Google Ads tso.
3. Tswj kev pheej hmoo: Tsim kom muaj tus nqi ceeb toom ntxov
Tsim kom muaj ib qho dynamic aluminium nqi xyuas qhov system. Thaum tus nqi ntawm thawj aluminium tshaj25,000 yuan/tonlos yog22,000 yuan/ton, ua rau "nqi nce nqi ceeb toom" thiab "nqi ceeb toom" raws li, thiab kho cov tswv yim kev yuav khoom thiab nqi raws sijhawm; siv cov cuab yeej yav tom ntej (xws li Shanghai aluminium hedging) txhawm rau txhawm rau cov khoom siv raw khoom thiab txo qhov kev pheej hmoo ntawm tus nqi hloov pauv.
Xaus
Hauv Q1 2026, qhov siab - theem hloov pauv ntawm aluminium alloy raw khoom tus nqi muaj qhov cuam tshuam ncaj qha rau tus nqi, nqi, thiab kev ua lag luam ntawmib kem aluminium alloy lifts. Hauv lub sijhawm luv luv, cov tuam txhab lag luam yuav tsum tau txo cov nyiaj tau los ntawm "me me-tus nqi nce + nqi optimization"; nyob rau hauv lub sij hawm ntev, lawv yuav tsum tsom mus rau kev txhim kho cov khoom, kev sib txuas ntawm cov saw hlau, thiab kev nthuav dav kev lag luam tawm txawv teb chaws, hloov "kev sib tw nqi" nrog "tus nqi sib tw" los tiv thaiv kev pheej hmoo ntawm cov khoom siv raw khoom hloov pauv thiab tswj kev lag luam kev sib tw.
