Ikoranabuhanga ryoroshye rihindura imiterere y'ibipfunyika by'ibyuma

Ikoranabuhanga ryoroheje rihindura imiterere y'ibipfunyika by'ibyuma: Ubunini bw'urukuta rwa aluminiyumu bw'ibice bibiri bwinjiye mu cyiciro cy'amarushanwa "y'urwego rwa micron"

Kuva mu ntangiriro za 2026, bitewe n’ihindagurika ry’ibiciro by’ibikoresho fatizo ndetse n’intego zo kutagira karuboni ku isi, inzira nyamukuru y’inganda zipakira ibyuma—zoroshye—yahinduye ikoranabuhanga cyane, iva ku irushanwa rya “gramu” ijya ku irushanwa rya “micron”. Nk’umwe mu bagize uruhare mu iterambere ry’inganda, tubona ko ikoranabuhanga ryo kugabanya ubunini bw’inkuta ku macupa abiri ya aluminiyumu ryageze ku ntera ikomeye yo gukoreshwa mu buryo bunini. Ibi si ukwibanda gusa ku irushanwa ry’ibiciro, ahubwo ni n’igipimo fatizo cyo gupima ubushobozi bw’ikigo mu gukora no mu bumenyi bw’ibikoresho.

I. Iterambere ry'ikoranabuhanga: Ubunini bw'urukuta bugabanuka ku rugero rwa 0.065mm “Micron-Level”

Dukurikije inyandiko z’ubuhanga mu nganda n’ibyatangajwe n’abakora amacupa bakomeye mu isohoka ry’inyungu zabo mu gihembwe cya mbere cya 2026, ubugari bw’impuzandengo y’amacupa abiri ya aluminiyumu ya 330ml yagabanutse buhoro buhoro uvuye kuri 0.085mm mu myaka icumi ishize ugera kuri0.065mm–0.068mmurwego. Amasosiyete amwe afite imiyoboro yo gukora D&I yo ku rwego rwo hejuru (gushushanya no gutera ipasi) yamaze kugera ku musaruro w'icyitegererezo kuri0.062mmku bicuruzwa bito bito bitangwa n'abakiriya b'ibinyobwa bihendutse.

Uku gushya ntabwo ari ugukoresha amacupa "yoroshye" gusa. Ku bugari bwa mm 0.065, umubiri w'icupa ugomba guhura n'imbaraga zo guhangana n'umuvuduko w'imbere wahejuru ya psi 90 (hafi 6.2 bar)no gukomeza gukomera ku miyoboro y’amazi yihuta cyane (arenga amabati 1.500 ku munota). Kugira ngo ibi bigerweho, inganda zavuguruye aluminiyumu 3104 hamwe n’uburyo bwo kunoza ibinyampeke neza kandi zashyizeho irangi rishya ry’imbere (urugero, resins za epoxy zifite imigozi myinshi) kugira ngo zishyure igihombo cy’imigozi giterwa no kugabanya. Dukurikije igereranya, ku murongo w’umusaruro ufite umusaruro wa buri mwaka wa mabati miliyari 1, buri0.005mmkugabanya ubugari bw'urukuta bigabanya hafiToni 150–200bya aluminiyumu ku mwaka, bingana no kugabanuka kwa karuboni kuri toni 400 z'ingano ya CO₂.

II. Impamvu ebyiri zitera "Involution": Ikiguzi n'igitutu ku bidukikije

"Involution" yo kongera ubwinshi bw'ibikoresho ishingiye ku nzitizi ebyiri zikomeye:

• Ikiguzi: Mu gice cya mbere cya 2026, ibiciro bya aluminiyumu byakomeje kuba hejuru kandi bihindagurika, bituma abakora amacupa bashyirwa mu "murongo wo kugabanya ikiguzi". Ikoranabuhanga ryo kugabanya ibiciro rigabanya ikiguzi cy'ibikoresho fatizo kuri buri cupa mu buryo butaziguye.8%–12%, biha abakinnyi bakomeye umwanya munini wo guhangana n’intambara z’ibiciro, mu gihe inganda nto zidafite ubushishozi buhagije zirimo kwirukanwa ku isoko, bikihutisha ihuzwa ry’inganda.
• Uruhande rw'ibidukikije: Hamwe n'ishyirwa mu bikorwa ryuzuye ry'amasezerano y'Umuryango w'Ubumwe bw'u BurayiAmabwiriza agenga imyanda yo gupakira no gupakira (PPWR), hashyizweho ibisabwa ku bicuruzwa bya karuboni (PCF). Amacupa yoroheje ya aluminiyumu, hamwe n'ibicuruzwa byinshi bishobora kongera gukoreshwa (abakinnyi bakomeye ubu bageraho85%–90% aluminiyumu yasubiwemo), gabanya igipimo cya karuboni cy'agacupa kamwe karimo ubusa kumunsi ya 0.3 kg CO₂e— iri hasi cyane ugereranyije n’impuzandengo y’inganda ku macupa y’ibirahure (~0.6 kg) n’amacupa ya PET (~0.45 kg)—bituma aba amahitamo meza ku binyobwa kugira ngo bagere ku ntego zabo za ESG.

III. Guhangana mu bikoresho: Icyuma gishobora kongera kugaruka no gutandukana mu marushanwa

Ikigaragara ni uko nubwo urwego rw'ibigega bya aluminiyumu rwongera "ubwiyongere bw'ingufu", ibigega by'ibyuma bitatu birimo kugaruka mu gice cy'ibiribwa, bitewe n'uko bifite karuboni nke (ibyuka bya karuboni biva mu byuma byasubiwemo bisubiwemo ni hafi 1/15 cy'ibyo biva muri aluminiyumu y'ibanze). Nk'uko raporo yihuse y'Ishyirahamwe ry'Ubushinwa rishinzwe gupakira ibigega ibivuga, kuva muri Mutarama kugeza muri Gicurasi 2026, amadosiye yo mu gihugu y'ibigega bidafite ibyuma bikoreshwa mu ifu y'amata n'inyama zo mu mafunguro ya saa sita yiyongereyeho hafi6.5% ugereranyije n'umwakaIrushanwa hagati y’ibikoresho by’icyuma n’aluminiyumu, riringaniza “uburemere bworoheje cyane” n’ “karuboni nke cyane,” ririmo gusunika inganda mugukwirakwiza ibikoreshoKu macupa y'ibinyobwa, aluminiyumu iracyari ibikoresho bikomeye cyane; ariko ku macupa y'ibiryo akeneye ubushobozi bwo kurengera ibidukikije kandi akamara igihe kirekire, inkuta nini n'uburibwe bw'amacupa y'ibyuma biri kugaruka ku isoko.

IV. Icyitegererezo kuri H2 2026: Kuva ku "Kugabanya Ubukana" kugeza ku "Kugabanya Ubukana bw'Ubwenge"

Dutegereje igice cya kabiri cy'umwaka, gukoresha amashanyarazi ntibizongera kugarukira ku mukino w'imibare ku bunini bw'inkuta gusa. Tubona ko amasosiyete akomeye arimo kwishyira hamwe.Igenzura ry'amaso y'ubuhanga mu by'ubwenge (AI)nakugenzura igihe nyacyo cyo gutwikira ibintu mu buryo bufunzemu mishinga yabo yo gukora kugira ngo bahangane n'imbogamizi z'umusaruro nko "gupfuka kw'impeta" n' "uduce duto two gutwikira" tuvuka nyuma yo kugabanya. Biteganijwe ko mu mpera za 2026, imihanda ishobora gukora mu bucuruzi ku rwego rwo hejuru0.060mmurwego ruzabona uburyo bwa mbere bwo gukwirakwiza ibicuruzwa mu bucuruzi.

Nk’umufatanyabikorwa ukomeye mu nganda zikora ibikoresho byo gupakira ibyuma, twizera tudashidikanya ko ipiganwa nyaryo ritashingiye gusa ku gushaka amacupa "yoroshye", ahubwo rishingiye ku kuringaniza imiyoboro y’ibice bitatu byakoroshya, kongera gukoresha ibikoresho, no guhuza n'ibyo kuzuza.Tuzakomeza gukurikirana ikoranabuhanga rigezweho, dufatanye n'abafatanyabikorwa bo mu nzego zo hejuru n'izo hasi, kandi tuzakomeza kwiyemeza gutanga ibisubizo by'ibigega bidafite ibikoresho kandi bihendutse kandi bitangiza ibidukikije ku bakiriya bacu, ariko kandi tugakomeza kwemeza ko ibiribwa bifite umutekano kandi binoze.

(Icyitonderwa: Amakuru ari muri iyi nkuru aturuka muri raporo y’Akanama k’Ihuriro ry’Abashinwa ry’Ibikoresho by’Ibyuma byo mu Ishyirahamwe ry’Ubushinwa yo mu gihe cya mbere cya 2026, amakuru yatangajwe n’abashinzwe inganda zikomeye, n’ubushakashatsi bujyanye n’ibyoGupfunyika mu byumaIkinyamakuru cy'inganda, Nomero ya 3, 2026.)