Ukuhlaziywa Kwemakethe Kwezintengo ze-Tungsten Carbide kanye Nemininingwane Yamasu

Isifinyezo Esiphezulu 

Imakethe yomhlaba wonke ye-tungsten carbide ibhekene nokukhuphuka kwentengo okubalulekile, okuqhutshwa yizingqinamba ze-supply chain, ukukhuphuka kwezindleko zezinto ezingavuthiwe, kanye nesidingo esikhulayo esivela ezimbonini ezibalulekile. Lesi sihloko sihlinzeka ngokuhlaziywa okuphelele kokuguquguquka kwemakethe futhi sinikeza amasu asebenzayo okunciphisa umthelela ekuthengeni nasekukhiqizeni.  

1. Abashayeli Ababalulekile Bokwenyuka Kwamanani

A. I-Raw Material Supply Crunch

Ukushoda Kwe-Tungsten Concentrate: I-China (85% yokuhlinzekwa komhlaba wonke) yehlise ukuthunyelwa kwempahla kwamanye amazwe ngo-15% ku-Q1 2024 ngenxa yezinqubomgomo zemvelo kanye nezabelo zezimayini.  

- I-Cobalt Volatility: Izintengo ze-Cobalt zenyuke ngo-20% unyaka kuze kube manje phakathi nokungezwani kwezombusazwe e-DRC.  

 B. Izindleko Zamandla Nezokukhiqiza  

- I-Sintering Energy Demand: Izintengo zegesi yemvelo e-Europe/Asia zikhuphuke ngo-30%, ezithinta ngqo izindleko ze-HIP sintering.  

- Izindleko Zabasebenzi: Amaholo okukhiqiza esifundazweni saseHunan eChina akhuphuke ngo-12% ngo-2023.  

 C. Ingcindezi Yokufunwa Kohlangothi  

- Ukutholwa Kwawoyela Negesi: Isidingo samathuluzi okumba sikhuphuke ngo-18% ngemuva kwe-COVID, saqeda i-WC.  

- Ukukhiqiza i-EV: Ukusetshenziswa kwamathuluzi okusika amathreyi ebhethri namamotho kukhule ngo-25% ngonyaka.  

2. Izincomo Zesu Zamakhasimende  

 A. Izenzo Zesikhathi Esifushane  

- Ukuthenga Phambili: Khiya izintengo ngezinkontileka zezinyanga eziyisi-6 ukuze ugweme ukugibela intaba nge-Q3 2024.  

- Ukuthuthukisa I-Inventory: Beka kuqala izinto ezisetshenziswa kakhulu (isb., ukufakwa okujwayelekile).  

 B. Izixazululo Zesikhathi Eside  

- Ezinye Izinto: Hlola ukwakheka kwe-WC-Ni kwezinhlelo zokusebenza ezingaboli (u-5-7% wonga izindleko).  

- Ukuthola Indawo: Cabangela abahlinzeki be-Vietnamese noma baseNdiya ngemikhiqizo eseqediwe kancane (izindleko zokuthutha eziphansi ngo-15%.  

C. Ukulungiswa Kwezobuchwepheshe  

- Ukuhlanganiswa Kwedizayini: Yehlisa ukwahluka kwamathuluzi wangokwezifiso ukuze uthuthukise umnotho wesikali.  

- Izinhlelo Zokulungisa: Sebenzisa ukufaka kabusha ukuhlanganisa ukuze unwebe impilo yesevisi ngo-2- 3x.  

 3. Izinyathelo Zokunciphisa I-Zhuzhou Ezingcono  

- Uhlelo Lokuvikela Intengo: Izigodlo zezinto ezingavuthiwe ezabelwe kusengaphambili zama-akhawunti abalulekile.  

- Ukuthuthukiswa Kokusebenza: Kuhanjiswe ukuthunyelwa okungu-40% kuloliwe waseChina-Europe (ukugcina isikhathi sezinsuku eziyi-10).  

- Inqubo Emisha: Kwehliswe ukusetshenziswa kwamandla e-sintering ngo-18% ngobuchwepheshe be-hydrogen emkhathini.  

 4. I-Market Outlook (2024-2025)  

- Q3 2024: Amanani alindeleke ukuthi anyuke ngo-8-10%.  

- Q1 2025: Ukuzinza kancane kancane njengoba amaphrojekthi amasha ezimayini eRwanda naseBolivia eza ku-inthanethi.  

- Isikhathi Eside: Ukugaywa kabusha (30% wokunikezwa ngo-2026) kanye ne-sinter-HIP automation kuzonciphisa izindleko.  

Imakethe ye-tungsten ihlala isebenza, kodwa ukuthambekela kokunyuka okuphelele kuye kwalinganiswa. Ngakolunye uhlangothi, ukukhuphuka ngokushesha kwamanani entengo yempahla yokusetshenziswa kudinga isikhathi ukuze abahlinzeki abazansi nomfula basabele futhi bamunce umthelela. Ngakolunye uhlangothi, isiqondiso samanani esimenyezelwe abakhiqizi ababili be-tungsten e-Jiangxi izolo, ngenkathi senyuke kakhulu, sibonisa ukuzinza kwemakethe uma kuqhathaniswa nomuzwa wemakethe enolaka. Njengamanje, imakethe ye-tungsten ikhiyiwe ekudonselweni phansi kwezidingo, nokungabi bikho kwezimali ochungechungeni lwemboni futhi iningi labahlanganyeli lithatha isimo sengqondo sokuqapha, sokulinda nokubona.

Isiphetho  

Nakuba izimo zemakethe zamanje zinezinselele, amasu asebenzayo anganciphisa ukuphazamiseka. I-Zhuzhou Better isalokhu izibophezele ekubekweni kwamanani obala kanye nokusungula izinto zobuchwepheshe ukuze kuqinisekiswe ukuncintisana kozakwethu.  

Xhumana Nethimba Lethu Lokuhlinzeka Ngempahla:  sales8@zzbetter.com 

Amathegi: Ukuhlaziywa Kwemakethe ye-Tungsten Carbide, Isu Lokuthenga Izinsimbi Eziqinile Zokunikezela