30 Ephreli 2026 – Imakethe ye-alumina esebenzayo emhlabeni wonke ibone ukukhula okuqinile ngo-2025, inani layo lilonke lifinyelela ku-USD 1.19 billion, ngokusho kombiko wakamuva okhishwe yi-Datam Intelligence 4 Market Research LLP. Ukuqagela kubonisa ukuthi imakethe izoqhubeka nokukhula kwayo okuqhubekayo, ikhula ngesilinganiso sokukhula sonyaka esihlanganisiwe (i-CAGR) esingu-5.9% kusukela ngo-2025 kuya ku-2033 futhi ifinyelele ku-USD 1.87 billion ekupheleni kwesikhathi sokubikezela. Lokhu kukhula okuphawulekayo kukhuthazwa kakhulu yimithetho eqinile yezemvelo emhlabeni wonke, ukwanda okusheshayo kwemboni entsha yamandla, kanye nokwamukelwa okwandayo kwe-alumina esebenzayo ezisetshenziswayo ezimbonini ezahlukahlukene, kusukela ekuphathweni kwamanzi kuya ekusekelweni kwe-catalyst kanye nokuhlanzwa kwegesi.
I-alumina esebenzayo, uhlobo lwe-aluminium oxide (Al₂O₃) olunezimbobo eziningi olukhiqizwa yi-dehydroxylating aluminium hydroxide, idume ngomthamo wayo okhethekile wokufaka amanzi, indawo ephezulu (ngokuvamile kusukela ku-200 kuya ku-400 m²/g), kanye nokuqina kokushisa. Lezi zakhiwo eziyingqayizivele ziyenza ibe yinto ebalulekile emikhakheni ehlukahlukene, lapho ukwelashwa kwamanzi, amakhemikhali kaphethroli, kanye namandla amasha kuvela njengezinto ezibalulekile ezibangela isidingo semakethe eminyakeni yamuva.
Emkhakheni wokwelashwa kwamanzi, ukusetshenziswa kwezindinganiso zemvelo eziqinile kube yisisusa esikhulu sokukhula kwemakethe. Ohulumeni emhlabeni wonke baqinisa imithetho ukuqinisekisa ukufinyelela emanzini okuphuza aphephile, kanti i-World Health Organization (WHO) ilinganisela ukuthi cishe abantu abayizigidi eziyizinkulungwane ezimbili emhlabeni wonke basantula ukufinyelela emanzini okuphuza ahlanzekile. I-alumina esebenzayo isetshenziswa kabanzi ezinqubweni zokuhlanza amanzi ukususa i-fluoride, i-arsenic, nezinye izinto ezingcolisayo eziyingozi, ngenxa yamandla ayo okunciphisa amazinga e-fluoride kusuka ku-10 ppm kuya ngaphansi kwe-1 ppm ngaphansi kwezimo ezifanele. E-China, ukusetshenziswa kwe-"Drinking Water Hygiene Standard" ebuyekeziwe (GB 5749–2022) kukhulise kakhulu isidingo semikhiqizo ye-alumina esebenzayo esebenza kahle kakhulu enendawo ephezulu (≥380 m²/g), ivolumu enkulu ye-pore (≥0.45 cm³/g), kanye nokuqukethwe okuphansi kokungcola (Fe₂O₃ ≤0.02%), kanye nezinga lokungena kwamamodeli aphezulu ezitshalweni zamanzi zikamasipala lifinyelela ku-71.3% ngo-2024.
Imboni entsha yamandla, ikakhulukazi umkhakha webhethri le-lithium-ion, ivele njengomshayeli okhula kakhulu emakethe ye-alumina esebenzayo. Njengoba ukusunduza komhlaba wonke ekuxazululeni amandla okusimeme kukhula, isidingo sezimoto zikagesi (ama-EV) kanye nezinhlelo zokugcina amandla siye sanda, okwenza isidingo se-alumina esebenzayo ehlanzekile kakhulu ekukhiqizeni amabhethri. I-alumina esebenzayo isetshenziswa njengesithambisi somswakama kumabhethri e-lithium-ion, ivimbela ukuwohloka okubangelwa umswakama nokungcola futhi iqinisekise ukusebenza kahle kwebhethri kanye nokuphila isikhathi eside. Ngo-2024, isidingo se-alumina esebenzayo ezicelweni zokumboza ze-lithium battery separator eShayina sadlula amathani angu-21,000, nge-CAGR engu-37.6% kusukela ngo-2020 kuya ku-2024, kanti inzuzo enkulu yalesi sigaba yahlala phakathi kuka-35% no-42%, ephakeme kakhulu kuneyezinhlelo zokusebenza zendabuko.
Izimboni ze-petrochemical kanye nezokucwenga nazo ziyaqhubeka nokuba ngabathengi abakhulu be-alumina esebenzayo, lapho isetshenziswa kabanzi njenge-catalyst support kanye ne-desiccant. Ngokwanda komhlaba wonke kwezikhungo ze-炼化 kanye nokuthuthukiswa kwezinqubo ze-煤化工, isidingo se-alumina esebenzayo enamandla aphezulu omshini (≥150 N/cm) kanye nokulawula usayizi we-pore okunembile (8–15 nm) siqhubekile nokukhula. Ngo-2024, ukusetshenziswa kwe-alumina esebenzayo kuzinhlelo zokusebenza ze-catalyst carrier kwafinyelela kumathani ayi-128,000, kanti isilinganiso semikhiqizo ephezulu sanda saya ku-58%.
Ukuguquguquka kwemakethe yesifunda kubonisa ukwehluka okukhulu, lapho i-Asia-Pacific ivele njengemakethe evelele ngenxa yokukhula kwezimboni okusheshayo, imithetho eqinile yezemvelo, kanye nokuba khona kwezindawo ezinkulu zokukhiqiza. I-China, ikakhulukazi, isibe ngumdlali obalulekile emakethe yomhlaba wonke ye-alumina esebenzayo, lapho amandla ayo okukhiqiza afinyelela amathani ayizigidi eziyi-1.68 ngo-2024, lapho ngaphezu kwama-60% amandla amasha ayeyimikhiqizo ekhethekile ephezulu. Amabhizinisi aseShayina ahamba phambili, okuhlanganisa i-Aluminium Corporation of China (Chinalco), i-Sinocera Material Co., Ltd., kanye ne-Shandong Dongyue Group, asheshisa uguquko lwawo oluhlelekile, esebenzisa izinsiza zamandla angaphansi kwamanzi eNingizimu-ntshonalanga yeShayina kanye namamodeli omnotho ojikelezayo ukwakha izisekelo zokukhiqiza okuluhlaza kanye nekhabhoni ephansi. Isibonelo, iphrojekthi ye-alumina eluhlaza esebenza ye-Chinalco engamathani ayi-100,000 ngonyaka eYunnan, eyafakwa ekukhiqizweni ngo-2024, inokusetshenziswa kwamandla okuphelele ngomkhiqizo ngamunye ngeyunithi okuphansi ngo-18% kunesilinganiso semboni.
INyakatho Melika nayo ikulungele ukuthuthukiswa kwemakethe okusheshayo, okuqhutshwa yimithetho eqinile yezemvelo mayelana nokuhlanzwa kwamanzi kanye nokukhishwa kwemikhiqizo yezimboni, kanye nokutshalwa kwezimali okubalulekile ekuthuthukisweni kwezobuchwepheshe. Intuthuko yakamuva embonini e-United States ifaka phakathi ukuthengwa komkhiqizi we-adsorbent osuselwe e-US yinkampani yamakhemikhali ekhethekile yomhlaba wonke ngoJanuwari 2026, okuhloswe ngayo ukwandisa iphothifoliyo yayo yomkhiqizo we-alumina osebenzayo kanye nokuqinisa isikhundla sayo ezimakethe zemvelo nezamandla. NgoJuni 2025, iHindalco Industries yaqeda ukuthengwa kwe-Aluchem Companies Inc. ese-US ukuze yandise i-alumina yayo ekhethekile kanye ne-alumina esebenzayo kanye nokufinyelela ubuchwepheshe bokucubungula obuthuthukisiwe.
Naphezu kokukhula okuhle, imakethe ye-alumina esebenzayo ibhekene nezinselelo eziningana, okuhlanganisa ukuguquguquka kwamanani ezinto zokusetshenziswa kanye nosongo lwezinto ezisetshenziswayo ezihlukile njengezisefo zama-molecule. Izinto zokusetshenziswa eziyinhloko ze-alumina esebenzayo yi-aluminium hydroxide yezimboni, intengo yayo ethintwa yizitayela zemakethe ye-alumina iyonke. Phakathi kuka-2021 no-2023, izinkinga zamandla omhlaba wonke kanye nemikhawulo yokukhiqizwa kwe-aluminium kagesi yasekhaya kwaholela ekushintsheni okuphezulu kwamanani e-alumina, kwafinyelela ku-3,800 yuan/ton (idatha ye-SMM), okwandise izindleko zokukhiqiza zabakhiqizi. Ukuze kulungiswe lokhu, amanye amabhizinisi aphendukele ekukhipheni i-aluminium hydroxide emfucumfuceni eqinile yezimboni njengodaka olubomvu, olungagcini nje ngokunciphisa ukuncika kwezinto zokusetshenziswa kodwa futhi oluhambisana nomkhuba womnotho ojikelezayo. Njengamanje, amaphrojekthi okubonisa eGuizhou naseGuangxi afinyelele umthamo wokwelashwa kodaka olubomvu waminyaka yonke ongaphezu kwamathani angu-500,000, ngokungaqondile ekhipha cishe amathani angu-30,000 amandla e-alumina asebenzayo.
Uma sibheka phambili, imakethe yomhlaba wonke ye-alumina esebenzayo kulindeleke ukuthi ibone ukukhula okuqhubekayo, okuqhutshwa yisidingo esikhulayo esivela kwizicelo ezivelayo njengokuhlanzwa kwe-hydrogen kanye nokubanjwa nokugcinwa kwe-carbon (CCS). Njengoba umhlaba uguqukela emithonjeni yamandla ehlanzekile, i-alumina esebenzayo ibonakala ibaluleke kakhulu embonini yokukhiqiza i-hydrogen, lapho isetshenziselwa ukususa umswakama kanye namakhemikhali esibabule ku-hydrogen ekhiqizwa ngokuguqulwa kwe-steam methane (SMR), ukuqinisekisa ubumsulwa obudingekayo kumaseli kaphethiloli asebenza kahle kakhulu. Emkhakheni we-CCS, i-alumina esebenzayo iyahlolwa ukuze ikwazi ukubamba nokugcina i-carbon dioxide, yandise ububanzi bokusetshenziswa kwayo.
Ochwepheshe bezimboni babikezela ukuthi isimo sokuncintisana semakethe ye-alumina esebenzayo sizoqhubeka nokukhula, amabhizinisi agxile ekusungulweni kwezobuchwepheshe, ukwenza ngokwezifiso umkhiqizo, kanye nokukhiqizwa okudala ukuze athole ithuba lokuncintisana. Ushintsho oluvela ekuncintisaneni okugxile esikalini kuya ekuthuthukisweni okugxile enanini kulindeleke ukuthi lusheshise, kanti imikhiqizo ekhethekile ephezulu ibiza ngaphezu kwama-45% engqikithi yomkhiqizo ngo-2027. “Amabhizinisi anamakhono okukhiqiza okudala, izakhiwo zokubambisana zesifunda, kanye nokulawulwa kobuchwepheshe okuhlelekile azobusa amathuba esakhiwo emakethe,” kusho umhlaziyi wemboni ovela ku-Datam Intelligence. “Imboni ye-alumina esebenzayo iseduze nesigaba esisha sentuthuko esezingeni eliphezulu, eqhutshwa ukuvikelwa kwemvelo, amandla amasha, kanye nokusungulwa kobuchwepheshe.”
Isikhathi sokuthunyelwe: Ephreli-30-2026
