Ngomhlaka-30 Juni, izindaba zakamuva zemboni zikhombisile ukuthi ngemuva kokuba iTesla kanye nabakhiqizi bezimoto abasha baseShayina beqale ukusebenzisa izinhlelo zokusebenza ze-aluminium wire harness, iFerrari neBMW, izinhlobo ezimbili zendabuko zokunethezeka, zamukele ngokusemthethweni izintambo ze-aluminium ngezinga elikhulu kumamodeli azo amasha. Lokhu kuphawula isigaba esisha embonini yezimoto "yokufaka esikhundleni sethusi nge-aluminium" osekuyiminyaka engaphezu kwengu-20, ishintsha ngokusemthethweni kusukela kumaphrojekthi okuhlola ahlakazekile iye ekungeneni okusheshayo kulo lonke imboni.
Kusukela esilinganisweni samanje sokuqaliswa kwemboni, izinkampani zezimoto ezinezindawo ezahlukene zithole amaphuzu acacile enani kulo mjikelezo wokushintsha izinto. I-Ferrari isivele isebenzise kakhulu izinto ze-aluminium emzimbeni wayo, enjinini, kanye naseshasini. Ngonyaka odlule, yashintsha izintambo zayo zamandla yaba izintambo ze-aluminium emotweni yezemidlalo engu-296 hybrid, futhi kamuva yahlanganisa lonke uhla lwemikhiqizo, okuhlanganisa nemodeli yokuqala kagesi emsulwa i-Luce eyakhishwa ngenyanga edlule. Umqondisi wayo wezokuxhumana uDario Esposito washo ngokusobala ukuthi izintambo ze-aluminium zinganciphisa isisindo esiphelele se-wiring harness ngamaphesenti afinyelela ku-20, futhi umqondo oyinhloko wokukhetha izinto ze-aluminium ukuvumelanisa ukusebenza kwezinto nezidingo zokuphatha izimoto.
I-BMW yayivele ihlole ama-conductor e-aluminium kumamodeli ayo e-1 Series kusukela ngo-2011, futhi manje ihlanganisa lonke uhlelo lwe-voltage ephezulu nephansi ngezintambo ze-aluminium isebenzisa ubuchwepheshe bamuva be-eDrive pure kagesi. Izindaba zemboni zikhombisa ukuthi i-Stellantis nayo isanda kulandela umsebenzi wokufaka izintambo zethusi esikhundleni sezintambo ze-aluminium.
Emakethe yasekhaya, izinhlobo ezifana ne-Avita, i-Xiaopeng, kanye ne-Xiaomi zonke zisebenzise izinhlelo zokusebenza ze-aluminium wire harness. Umphumela wokuthuthukisa ububanzi obulethwe ubuchwepheshe obulula uhlangabezana kahle nezidingo eziyinhloko zezimoto zikagesi ezihlanzekile. Ngesikhathi esifanayo, endaweni entsha yokulwa nentengo yamandla eShayina, i-aluminium wire harness inganciphisa izindleko zokufika eziphelele cishe ngo-20% uma kuqhathaniswa ne-copper wire harness, okuhlinzeka ngesikhala esibalulekile sezindleko zezinkampani zezimoto ezicindezelwe yinzuzo.
Amandla ayinhloko alo mjikelezo wegagasi lokushintshana avela ekucindezelweni okuphezulu okuqhubekayo kwentengo yethusi. Ngokusho kwedatha evela eLondon Metal Exchange, amanani ethusi ayesondele esicongweni somlando esingu-$15000 ngethani, futhi intengo yamanje izinzile cishe ku-RMB 90000 ngethani, kuyilapho amanani e-aluminium phakathi nesikhathi esifanayo cishe ingxenye yesine yamanani ethusi. Umehluko omkhulu wamanani ugcizelela kakhulu umnotho wokushintshana kwezinto. Ukwanda okuqhubekayo kwesidingo sethusi emikhakheni yamandla aluhlaza kanye nezikhungo zedatha kuholele ekungeneni kokunikezwa emakethe yethusi yomhlaba wonke eminyakeni eyishumi ezayo, okwandisa amandla ashukumisayo ezinkampanini zezimoto ukukhuthaza ukushintshana kwezinto.
Kodwa-ke, imboni ngokuvamile igcina ukuqonda okunengqondo ukuthi ukusebenza kahle kwe-aluminium ekuqhubeni amandla kusephansi kunokwethusi. Kwezinye izimo ezinezidingo eziphakeme kakhulu zokuqhuba amandla kanye nokushabalalisa ukushisa, ucingo lwethusi lusenalo ithuba lokungena esikhundleni salo. Ngesikhathi esifanayo, izinkinga ezifana nokusetshenziswa kwamandla aphezulu kuukukhiqizwa kwe-aluminiumkanye nokwehluka kwentela yesifunda nakho kuyizinto ezisebenzayo izinkampani zezimoto okudingeka zizicabangele lapho zikhuthaza ukushintshwa. I-JPMorgan ilinganisela ukuthi ngo-2025, isidingo sethusi esithathelwe indawo yi-aluminium sizobalelwa cishe ku-2% wesidingo somhlaba wonke. Uma umehluko wentengo uqhubeka nokukhula esikhathini esizayo, lesi silinganiso kulindeleke ukuthi sikhuphuke sifike ku-6% ngo-2030. Ukulandelwa kwezinkampani zezimoto ezengeziwe kuzokhulisa ngokushesha izinga lokungena embonini yama-harnesses e-aluminium wire.
Isikhathi sokuthunyelwe: Julayi-06-2026