Raporo y'Isoko ry'Ibisenge by'Ibyuma 2026-2030: Uburayi bw'Iburengerazuba ni bwo bwa mbere ku isoko muri 2025; Biteganijwe ko Aziya ya Pasifika izaba urwego ruyoboye mu iterambere ry'ejo hazaza. Bitewe n'ubwiyongere bw'ibikenewe byo gusana ibisenge birambye kandi birambye, ibikorwa byo kuvugurura bikomeje kwiyongera, n'ikoranabuhanga rigezweho ryo gusiga, isoko ry'ibisenge by'ibyuma ryiteguye gukura cyane.
Isoko ry’ibisenge by’ibyuma ririmo kugaragaza iterambere rirambye, riteganijwe kwiyongera kuva kuri miliyari 4.2 z’amadolari y’Amerika mu 2025 kugera kuri miliyari 4.31 z’amadolari y’Amerika mu 2026, bikaba bigaragaza igipimo cy’izamuka ry’ubukungu ku mwaka (CAGR) cya 2.6%. Ibintu by’ingenzi bitera iri zamuka birimo gukomeza gukenera ibikoresho gakondo bya galvani, kwiyongera k’ibikorwa by’ubwubatsi, n’ibikorwa byo gukora bihendutse. Uko isoko rigenda ritera imbere, icyifuzo cy’ibisenge biramba kandi birambye nacyo kiriyongera.
I. Uruhande rw'Ibisabwa: Ibyiciro gakondo biratuje, Ibintu bishya bihura n'icyorezo
Inzego zisanzwe: Ubwubatsi n'imodoka biracyari inkunga y'ingenzi
Urwego rw'Ubwubatsi
“Icyerekezo 2030” cya Arabiya Sawudite cyashoye ishoramari rya tiriyari 4.13 z’ibikorwa remezo, aho isoko ry’ubwubatsi rya Arabiya Sawudite rizagera kuri miliyari 74.1 z’amadolari mu 2025. Biteganijwe ko rizakura ku kigero cya 5.4% buri mwaka mu myaka itanu iri imbere, bigatuma hakomeza kwiyongera umubare w’abakenera amabati atwikiriye nk’ibikoresho byo gushariza inkuta inyuma.
Urwego rw'imodoka
Biteganijwe ko umusaruro w’imodoka nshya zikoresha ingufu uzarenga miliyoni 20 mu 2025, ibyo bikaba bitera kwiyongera k’ubwiyongere bw’ibiciro by’amabati akomeye cyane. Urugero, amabati akomeye cyane afite imbaraga za 600MPa no hejuru asanzwe akoreshwa ku bwinshi mu gufunga bateri, kandi icyuma cya duplex cya 1180MPa cyagabanyije ibiro by’imodoka ku kigero cya 20%.
Ibyiciro Bikiri Bishya: Ingufu zikomoka kuri Photovoltaic n'Inyubako Zirinda Izuba Byabaye Ingaruka Nshya ku Iterambere
Imiterere mishya ya photovoltaic irimo gutuma habaho ubwinshi bw'inyubako zishyigikiwe na zinc-aluminium-magnesium (ZM). Amabati y'icyuma apfutse afite amanota yo gusuzuma umunyu mu masaha 2000 yabaye amahitamo meza, aho ubwinshi bw'inyubako zikoreshwa mu byuma birwanya ingese mu mazu yubatswe mu byuma, aho umubare w'inyubako zubatswe mu byuma mu karere ka Delta y'uruzi rwa Yangtze witezwe kwiyongera ukagera kuri 25% mu 2025.
II. Ikoranabuhanga: Inganda zibungabunga ibidukikije n'ubuhanga zituma inganda zizamuka
Uburyo bwo Kurengera Ibidukikije Busimbura Ikoranabuhanga Risanzwe
Igipimo cyo kwinjira mu ikoranabuhanga ridafite chromium kizagera kuri 65% mu 2025, gisimbuze chromium ifite hexavalent kugira ngo ihuze n'amabwiriza ya EU RoHS; irangi rya zinc-aluminium-magnesium rigabanya ubugari bwa zinc ho 30% kandi rigatuma igihe cyo kubaho kirushaho kuba kabiri.
Sisitemu yo kuvugurura aside imyanda ifunganye ikoresha 100% mu gusya, igabanya ikiguzi cyo kubungabunga ibidukikije kuri toni imwe y'icyuma ho 80 Yuan. Ibigo bikomeye nka Baosteel's Zhanjiang base byagabanutseho 30% mu byuka bihumanya ikirere ugereranije no mu 2020.
Umusaruro w'ubwenge wongera umusaruro
Sisitemu zo kureba za AI zigenzura uburyo irangi ringana mu gihe nyacyo, zigatanga igipimo cyo kumenya inenge cya 99.2%; inganda ebyiri za digitale zivuga ko irangi rya zinc rishobora gukwirakwira amasaha 48 mbere y’uko ritangira, bigabanyiriza igihombo mu gihe cyo kuruhuka. Nyuma yo gukoresha ingufu kuri toni imwe y’icyuma cya Baowu, ikoreshwa ry’ingufu kuri toni imwe ryagabanutseho 12%, naho ikoreshwa rya zinc rigabanukaho 4.7%.
III. Urusobe rw'Ibicuruzwa: Ubushinwa bwiganje mu byoherezwa mu mahanga, iterambere ry'uturere ririhuta
Inyungu y'Ubushinwa mu Kohereza mu mahanga irakomeje, ariko ihanganye n'igitutu cy'impinduka
Mu 2025, ibicuruzwa by'icyuma byoherejwe mu Bushinwa byarenze toni miliyoni 21, aho Aziya y'Amajyepfo y'Uburasirazuba n'Uburasirazuba bwo Hagati ari byo masoko y'ingenzi. Ibicuruzwa byoherezwaga mu mahanga byageze kuri toni 677.000 (ubwiyongere bwa 44.82%) buri mwaka.
Igiciro mpuzandengo cy’ibicuruzwa byoherezwa mu mahanga cyari kiri munsi y’igitutu, kigera ku madolari 629.49 kuri toni mu Gushyingo 2025 (igabanuka rya 80% kuva mu ntangiriro za 2023), bituma amasosiyete ava ku “guhangana ku biciro” akajya ku “guhangana ku gaciro.”
Imiterere y'ubushobozi bw'uturere ihangana n'imbogamizi z'ubucuruzi
Igiciro cya CBAM cya karuboni cya EU gishobora kongera ikiguzi cyo kohereza ibicuruzwa mu mahanga ku kigero cya 8%-12%, bigatuma amasosiyete y’Abashinwa yihutisha imirimo yo kubaka inganda mu majyepfo y’uburasirazuba bwa Aziya no mu Burasirazuba bwo Hagati (nk’umuyoboro w’ibicuruzwa wa Baosteel muri Maleziya), bagakora icyitegererezo cya “Ubushakashatsi n’Iterambere mu Bushinwa + inganda zo mu mahanga”.
Ubushobozi bushya bwo gushyira ingufu mu masoko ari kuzamuka nk'Ubuhinde na Turukiya bushobora kugira ingaruka ku mugabane w'Ubushinwa mu kohereza ibicuruzwa mu mahanga. Ibigo bigomba guhuza umugabane wabyo ku isoko ryo ku rwego rwo hejuru binyuze mu kuvugurura ikoranabuhanga (nk'amabati akomeye cyane).
Igihe cyo kohereza: Werurwe-30-2026
