Kev Lag Luam Alumina Thoob Ntiaj Teb Nce Mus Txog USD 1.19 Billion Hauv Xyoo 2025, Tsav Los Ntawm Cov Cai Ib Puag Ncig Thiab Kev Xav Tau Zog Tshiab

Plaub Hlis Ntuj Tim 30, 2026 – Kev lag luam thoob ntiaj teb uas siv alumina tau ua kom muaj zog tau pom tias muaj kev loj hlob zoo hauv xyoo 2025, nrog rau nws tus nqi tag nrho mus txog USD 1.19 billion, raws li daim ntawv tshaj tawm tshiab tshaj plaws uas Datam Intelligence 4 Market Research LLP tau tshaj tawm. Cov kev kwv yees qhia tau tias kev lag luam yuav txuas ntxiv nws txoj kev nthuav dav ruaj khov, loj hlob ntawm tus nqi loj hlob txhua xyoo (CAGR) ntawm 5.9% txij li xyoo 2025 txog 2033 thiab ncav cuag USD 1.87 billion thaum kawg ntawm lub sijhawm kwv yees. Kev loj hlob zoo kawg no feem ntau yog los ntawm cov cai ib puag ncig nruj thoob ntiaj teb, kev nthuav dav sai ntawm kev lag luam hluav taws xob tshiab, thiab kev siv alumina ua kom muaj zog ntau ntxiv hauv ntau yam kev siv hauv kev lag luam, xws li kev kho dej mus rau kev txhawb nqa catalyst thiab kev ntxuav roj.
Alumina ua kom nquag, ib hom alumina oxide (Al₂O₃) uas tsim los ntawm dehydroxylating aluminium hydroxide, tau txais kev qhuas rau nws lub peev xwm nqus tau zoo heev, thaj chaw siab (feem ntau yog txij li 200 txog 400 m² / g), thiab kev ruaj khov thermal. Cov yam ntxwv tshwj xeeb no ua rau nws yog ib qho khoom siv tseem ceeb hauv ntau yam kev lag luam, nrog rau kev kho dej, petrochemicals, thiab lub zog tshiab tshwm sim ua cov tsav tsheb tseem ceeb ntawm kev thov kev lag luam hauv xyoo tas los no.
Hauv kev kho dej, kev siv cov qauv ib puag ncig nruj dua tau dhau los ua qhov tseem ceeb rau kev loj hlob ntawm kev ua lag luam. Tsoomfwv thoob plaws ntiaj teb tab tom ua kom nruj cov cai kom ntseeg tau tias muaj kev nkag mus rau dej haus huv, nrog rau Lub Koom Haum Kev Noj Qab Haus Huv Ntiaj Teb (WHO) kwv yees tias kwv yees li 2 billion tus tib neeg thoob ntiaj teb tseem tsis tau muaj dej haus huv. Alumina ua kom nquag siv dav hauv cov txheej txheem ntxuav dej kom tshem tawm fluoride, arsenic, thiab lwm yam kab mob phem, ua tsaug rau nws lub peev xwm los txo cov tshuaj fluoride los ntawm 10 ppm mus rau tsawg dua 1 ppm nyob rau hauv qhov zoo tshaj plaws. Hauv Suav teb, kev siv ntawm "Dej Haus Huv Tus Qauv" (GB 5749–2022) tau ua rau muaj kev thov ntau rau cov khoom siv alumina ua kom nquag nrog thaj chaw tshwj xeeb (≥380 m² / g), qhov loj ntawm qhov (≥0.45 cm³ / g), thiab cov ntsiab lus tsis huv qis (Fe₂O₃ ≤0.02%), nrog rau qhov nkag mus ntawm cov qauv siab hauv cov nroj tsuag dej hauv nroog ncav cuag 71.3% hauv xyoo 2024.
Kev lag luam fais fab tshiab, tshwj xeeb tshaj yog lub roj teeb lithium-ion, tau tshwm sim ua tus tsav tsheb loj hlob rau kev lag luam alumina activated. Raws li kev thawb thoob ntiaj teb mus rau kev daws teeb meem zog ruaj khov, qhov kev thov rau cov tsheb fais fab (EVs) thiab cov tshuab khaws cia hluav taws xob tau nce siab, tsav qhov kev xav tau rau cov alumina activated purity siab hauv kev tsim roj teeb. Alumina activated yog siv los ua cov dej noo noo hauv cov roj teeb lithium-ion, tiv thaiv kev puas tsuaj los ntawm cov dej noo thiab cov khoom tsis huv thiab ua kom muaj kev ua haujlwm zoo tshaj plaws ntawm lub roj teeb thiab lub neej ntev. Xyoo 2024, qhov kev thov rau alumina activated hauv cov ntawv thov txheej txheem roj teeb lithium hauv Suav teb tau tshaj 21,000 tons, nrog CAGR ntawm 37.6% txij li xyoo 2020 txog 2024, thiab cov nyiaj tau los ntawm qhov no tseem nyob nruab nrab ntawm 35% thiab 42%, siab dua li cov ntawv thov ib txwm muaj.
Cov lag luam petrochemical thiab refining kuj tseem yog cov neeg siv khoom loj ntawm activated alumina, qhov chaw uas nws siv dav ua tus txhawb nqa catalyst thiab desiccant. Nrog rau kev nthuav dav thoob ntiaj teb ntawm 炼化 cov chaw thiab kev txhim kho ntawm 煤化工 cov txheej txheem, qhov kev thov rau activated alumina nrog lub zog siab (≥150 N / cm) thiab kev tswj qhov loj me ntawm qhov (8-15 nm) tau txuas ntxiv nce. Xyoo 2024, kev siv activated alumina hauv cov ntawv thov catalyst carrier tau txog 128,000 tons, nrog rau qhov sib piv ntawm cov khoom lag luam siab nce mus txog 58%.
Kev lag luam hauv cheeb tsam muaj kev hloov pauv ntau yam, nrog rau Asia-Pacific tshwm sim ua lub khw tseem ceeb vim muaj kev lag luam sai, kev cai lij choj ib puag ncig nruj, thiab muaj cov chaw tsim khoom loj. Tuam Tshoj, tshwj xeeb, tau dhau los ua tus neeg ua si tseem ceeb hauv kev lag luam alumina thoob ntiaj teb, nrog nws lub peev xwm tsim khoom tag nrho ncav cuag 1.68 lab tons hauv xyoo 2024, uas ntau dua 60% ntawm lub peev xwm tshiab yog cov khoom lag luam tshwj xeeb siab. Cov tuam txhab lag luam Suav teb, suav nrog Aluminum Corporation ntawm Tuam Tshoj (Chinalco), Sinocera Material Co., Ltd., thiab Shandong Dongyue Group, tab tom ua kom lawv txoj kev hloov pauv zoo dua, siv cov peev txheej hydropower hauv Southwest Tuam Tshoj thiab cov qauv kev lag luam ncig los tsim cov chaw tsim khoom ntsuab thiab qis carbon. Piv txwv li, Chinalco qhov project alumina ntsuab 100,000-ton / xyoo hauv Yunnan, uas tau muab tso rau hauv kev tsim khoom hauv xyoo 2024, muaj kev siv hluav taws xob tag nrho rau ib yam khoom qis dua 18% piv rau qhov nruab nrab ntawm kev lag luam.
Tebchaws Asmeskas Qaum Teb kuj tau npaj txhij rau kev loj hlob sai ntawm kev lag luam, uas tau tsav los ntawm cov cai ib puag ncig nruj ntawm kev ntxuav dej thiab kev tso pa tawm hauv kev lag luam, nrog rau kev nqis peev tseem ceeb hauv kev nce qib thev naus laus zis. Kev txhim kho kev lag luam tsis ntev los no hauv Tebchaws Meskas suav nrog kev yuav lub tuam txhab tsim khoom siv adsorbent hauv Tebchaws Meskas los ntawm lub tuam txhab tshuaj lom neeg tshwj xeeb thoob ntiaj teb thaum Lub Ib Hlis 2026, uas tsom mus rau kev nthuav dav nws cov khoom lag luam alumina thiab txhawb nqa nws txoj haujlwm hauv kev lag luam ib puag ncig thiab lub zog. Thaum Lub Rau Hli 2025, Hindalco Industries tau ua tiav kev yuav Aluchem Companies Inc. hauv Tebchaws Meskas los nthuav dav nws cov alumina tshwj xeeb thiab cov alumina activated thiab nkag mus rau cov thev naus laus zis ua tiav.
Txawm hais tias muaj kev loj hlob zoo los xij, kev lag luam alumina uas tau ua kom nquag ntsib ntau yam teeb meem, suav nrog kev hloov pauv ntawm cov nqi khoom siv raw thiab kev hem thawj ntawm lwm cov ntaub ntawv xws li cov molecular sieves. Cov khoom siv raw tseem ceeb ntawm alumina uas tau ua kom nquag yog cov txhuas hydroxide hauv kev lag luam, uas tus nqi raug cuam tshuam los ntawm cov qauv kev lag luam alumina tag nrho. Nruab nrab xyoo 2021 thiab 2023, kev kub ntxhov thoob ntiaj teb thiab kev txwv kev tsim khoom txhuas electrolytic hauv tsev ua rau muaj kev hloov pauv ntawm cov nqi alumina, nce mus txog 3,800 yuan / ton (SMM cov ntaub ntawv), uas ua rau cov nqi tsim khoom ntau ntxiv rau cov chaw tsim khoom. Txhawm rau daws qhov no, qee lub tuam txhab tau tig mus rau kev rho tawm txhuas hydroxide los ntawm cov khib nyiab khov kho hauv kev lag luam xws li cov av liab, uas tsis yog tsuas yog txo qis kev vam khom cov khoom siv raw xwb tab sis kuj sib haum nrog cov qauv kev lag luam ncig. Tam sim no, cov haujlwm ua qauv qhia hauv Guizhou thiab Guangxi tau ua tiav lub peev xwm kho av liab txhua xyoo ntawm ntau dua 500,000 tons, tso tawm tsis ncaj qha kwv yees li 30,000 tons ntawm cov peev xwm alumina uas tau ua kom nquag.
Saib mus tom ntej, kev lag luam thoob ntiaj teb activated alumina yuav pom kev loj hlob txuas ntxiv, tsav los ntawm kev thov nce ntxiv los ntawm cov ntawv thov tshiab xws li hydrogen purification thiab carbon capture thiab khaws cia (CCS). Thaum lub ntiaj teb hloov mus rau cov chaw siv hluav taws xob huv dua, activated alumina tau ua pov thawj tias muaj txiaj ntsig zoo hauv kev lag luam tsim hydrogen, qhov chaw nws siv los tshem tawm cov dej noo thiab cov sulfur compounds ntawm hydrogen tsim los ntawm kev ua pa methane reforming (SMR), kom ntseeg tau tias muaj kev huv si uas xav tau rau cov roj teeb ua haujlwm siab. Hauv CCS sector, activated alumina tab tom raug tshawb nrhiav rau nws lub peev xwm hauv kev ntes thiab khaws cia carbon dioxide, ntxiv nthuav nws qhov kev siv.
Cov kws tshaj lij hauv kev lag luam kwv yees tias qhov kev sib tw ntawm kev ua lag luam alumina uas tau qhib yuav txuas ntxiv mus, nrog rau cov tuam txhab lag luam tsom mus rau kev tsim kho tshiab, kev hloov kho khoom, thiab kev tsim khoom ntsuab kom tau txais kev sib tw. Kev hloov pauv ntawm kev ntsuas mus rau kev sib tw uas muaj nqis yuav nrawm dua, nrog cov khoom lag luam tshwj xeeb siab tshaj plaws suav txog ntau dua 45% ntawm tag nrho cov khoom tsim tawm los ntawm xyoo 2027. "Cov tuam txhab lag luam uas muaj peev xwm tsim khoom ntsuab, kev sib koom tes hauv cheeb tsam, thiab kev tswj hwm thev naus laus zis yuav tswj hwm cov cib fim hauv kev ua lag luam," tus kws tshuaj ntsuam kev lag luam los ntawm Datam Intelligence tau hais. "Kev lag luam alumina uas tau qhib tab tom yuav muaj theem tshiab ntawm kev txhim kho zoo, tsav los ntawm kev tiv thaiv ib puag ncig, lub zog tshiab, thiab kev tsim kho tshiab thev naus laus zis."


Lub sijhawm tshaj tawm: Plaub Hlis-30-2026