Lub Peb Hlis 12, 2026 - Kev Tshawb Fawb Txog Kev Lag Luam thiab Kev Npaj Tswv Yim rau Lub Limtiam Kawg ntawm Q1

Thaum peb nkag mus rau lub lim tiam thib ob ntawm lub Peb Hlis, nrog tsawg dua ib hlis tshuav nyob rau hauv Q1 2026, lub ntiaj teb seamless steel yeeb nkab, welded steel yeeb nkab, thiab hollow structural section kev lag luam ntsib ob qhov kev sib tw: kev nce siab ntawm geopolitical kev kub ntxhov hauv Middle East thiab kev siv tag nrho ntawm Tebchaws Europe tshiabkev lag luam ntsuabrau cov hlau xa tuaj. Rau cov neeg muab khoom thiab cov neeg yuav khoom uas tsom mus rau kev lag luam European, kev nkag siab txog kev sib tshuam ntawm cov zog no tam sim no yog qhov tseem ceeb heev.

Kev Hloov Kho Tshiab Txog Kev Nom Kev Tswv: Kev Cuam Tshuam Ntawm Strait of Hormuz Ua Rau Muaj Zog Dua

Kev tsov rog uas muaj Iran, Ixayees, thiab Tebchaws Meskas tseem cuam tshuam rau txoj kev lag luam thoob ntiaj teb thiab cov nqi zog.

Chaw Thauj Khoom: Lub Strait of Hormuz tseem muaj kev pheej hmoo siab, nrog rau cov kab xa khoom loj uas yuav tsum tau them tus nqi ntxiv ntawm $ 1,500– $ 4,000 rau ib lub thawv thiab hloov cov nkoj mus rau lwm qhov chaw, ntxiv 10–15 hnub rau lub sijhawm thauj mus los rau cov khoom thauj mus rau Persian Gulf.

Kev Tshaj Tawm Hauv Cheeb Tsam: Txawm hais tias kev xa khoom ncaj qha mus rau Iran yog tsawg heev, rau lub tebchaws Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) suav ua ke rau 26.3% ntawm Tuam Tshoj cov yeeb nkab xa tawm - txhua yam yuav tsum tau hla dhau lub strait.

Kev Nqi Zog: Tus nqi roj av tab tom nce mus txog $100/barrel, ua rau tus nqi tsim khoom rau kev siv hluav taws xob ntau ntawm lub cub tawg hlau thiab ua rau tus nqi ntawm cov kav hlau carbon, cov kav hlau alloy, thiab cov kav hlau stainless seamless nce siab.

Tebchaws Europe Txoj Cai Kev Lag Luam Ntsuab Tshiab: CBAM thiab Dhau Mus

Rau cov neeg xa khoom tawm uas tsom mus rau kev lag luam European, xyoo 2026 yog ib xyoo tseem ceeb heev. Lub EU txoj Kev Kho Kom Zoo Dua ntawm Ciam Teb Carbon (CBAM) tam sim no muaj txiaj ntsig zoo, hloov pauv txoj hauv kev tswj hwm cov yeeb nkab hlau xa tuaj.

Cov Kev Cai CBAM rau Cov Neeg Xa Khoom Hlau

Cov Luag Haujlwm Tshaj Tawm: Cov neeg xa khoom tuaj yuav tsum tshaj tawm cov pa phem ntawm cov kav hlau tsis muaj seamless, cov kav hlau welded, thiab cov kav dej ua vaj tse, uas suav nrog ob qho tib si ncaj qha (Scope 1) thiab tsis ncaj qha (Scope 2).

Kev Yuav Daim Ntawv Pov Thawj: Cov pa phem tshaj qhov ntsuas EU yuav tsum tau yuav daim ntawv pov thawj CBAM ntawm tus nqi txuas nrog EU ETS carbon nqi (tam sim no € 80-100 / tCO₂).

Lub Sijhawm Ua Raws Cai: Lub tshuab hloov pauv ntawm kev tshaj tawm xwb mus rau kev hloov kho nyiaj txiag tag nrho hauv xyoo 2026, nrog rau kev nplua rau kev tsis ua raws cai.

Txoj Kev Npaj Lag Luam Ntsuab ntawm EU

Txoj Cai Kev Lag Luam Tsis Muaj Peev Xwm Siv Hluav Taws Xob (Net-Zero): Teem ib lub hom phiaj rau cov thev naus laus zis zoo (xws li hlau) kom ua tau raws li 40% ntawm EU qhov kev thov los ntawm kev tsim khoom hauv tsev los ntawm xyoo 2030, txhawb kev xa khoom tuaj nrog cov pa roj carbon tsawg.

Cov Cai Txog Kev Tawg Pa Carbon: Cov khoom lag luam los ntawm cov teb chaws uas muaj cov cai tswjfwm huab cua tsis tshua muaj lub hom phiaj yuav ntsib kev tshuaj xyuas ntau ntxiv thiab kev hloov kho ciam teb.

Cov Lus Teb rau Kev Lag Luam Yeeb Nkab Hlau hauv Suav Teb: Txoj Kev Txo Carbon 30%

Ua teb rau ob qho kev cai lij choj European thiab lub hom phiaj ob-carbon hauv tebchaws, Tuam Tshoj cov chaw tsim khoom yeeb nkab hlau tsis muaj seamless tab tom ua kom sai dua decarbonization. Raws li cov ntaub ntawv cob qhia kev lag luam tsis ntev los no, txoj hauv kev kom ua tiav 30% + carbon txo qis suav nrog kev sib xyaw ua ke ntawm cov thev naus laus zis:

Cov Kev Kawm Txuj Ci Tseem Ceeb

Kev Hloov Pauv Qauv Zog

Kev Hloov Fais Fab Ntsuab: Ua kom muaj feem ntawm cua thiab hnub ci zog ntau ntxiv hauv kev tsim khoom. Tianjin Pipe cov kev pib tau txo cov pa roj carbon dioxide txhua xyoo los ntawm 220,000 tons. Kev ua tiav 50%+ lub zog ntsuab tuaj yeem txo qis cov pa roj carbon ntawm cov kav hlau tsis sib txuas.

Hydrogen Metallurgy: Kev txo qis ncaj qha raws li Hydrogen yog ib qho thev naus laus zis tshiab, muaj peev xwm txo qhov muaj zog ntawm cov pa phem rau ib feem peb ntawm cov txheej txheem ib txwm muaj.

Kev Tsim Kho Tshiab ntawm Cov Txheej Txheem

Cov Txheej Txheem Luv Luv ntawm EAF: Kev hloov pauv ntawm cov txheej txheem ntev ntawm lub cub tawg-lub cub tawg oxygen (BF-BOF) mus rau cov txheej txheem luv luv ntawm lub cub tawg hluav taws xob (EAF) siv cov hlau seem tuaj yeem txo cov pa phem los ntawm 60-75%. Baosteel txoj kev tsim cov yeeb nkab seamless siv EAF billets ua tiav ib feem peb ntawm cov pa phem ntawm cov kev hloov pauv.

Kev Nce Qis Dua ntawm Cov Khoom Siv Pov Tseg: Txhua qhov kev nce 10% ntawm kev siv cov khoom siv pov tseg txo cov pa roj carbon los ntawm kwv yees li 15%.

Kev Tswj Xyuas Zog Digital

Cov platform ntse zog ua rau muaj kev soj ntsuam thiab kev ua kom zoo dua qub. Shandong Guangfu Group tau txuag hluav taws xob ntau dua 15% los ntawm kev txhim kho ib puag ncig.

Kev Siv Ua Ntej Uas Pom Zoo

Lub Sijhawm Ua Haujlwm Txo Kev Pa Tawm ntawm Txoj Kev

Lub Hwj Chim Ntsuab (30%+) 8-12% Lub Sijhawm Luv (1-3 xyoos)

Qhov Feem Puas Muaj Khoom Siv Tsis Tau (25%+) 10-15% Lub Sijhawm Luv (1-3 xyoos)

Kev Siv Hluav Taws Xob Zoo Kawg Nkaus 5-8% Lub Sijhawm Luv (1-3 xyoos)

Lub Hwj Chim Ntsuab (50%+) 15-20% Lub Sijhawm Nruab Nrab (3-5 xyoos)

DRI raws li Hydrogen 30-50% Lub sijhawm nruab nrab (3-5 xyoos)

Kev Tshem Tawm Tag Nrho EAF 60%+ Lub Sijhawm Nruab Nrab (3-5 xyoos)

CCUS >90% Lub sijhawm ntev (5-10 xyoo)

Lub Luag Haujlwm Tshiab ntawm Lub Tuam Txhab Lag Luam: Carbon Data Bridge thiab Solution Integrator

Raws li tau hais tseg hauv kev cob qhia ua lag luam hauv Tebchaws Europe tsis ntev los no, lub luag haujlwm ntawm tus xa khoom yeeb nkab hlau tab tom hloov pauv los ntawm tus neeg muab khoom mus rau tus kws pab tswv yim tswj cov pa roj carbon.

Cov Peev Xwm Tseem Ceeb rau Kev Ua Lag Luam European

Kev Pom Tseeb ntawm Cov Ntaub Ntawv Carbon

Khaws cov ntaub ntawv qhia txog cov pa roj carbon hauv lub Hoobkas nrog daim ntawv pov thawj fais fab ntsuab, cov ntaub ntawv piv txwv ntawm cov khoom seem, thiab cov ntaub ntawv siv hluav taws xob ntau lawm

Muab cov ntawv qhia txog cov pa roj carbon uas qhia txog cov khoom siv raws li cov ntaub ntawv tsim khoom tiag tiag

Kev Koom Tes Ua Lag Luam Uas Muaj Cov Pa roj Carbon Tsawg

Tsim cov npe ntawm cov neeg muag khoom uas nyiam tshaj plaws los muab qhov tseem ceeb rau cov chaw tsim khoom uas muaj ≥30% lub zog ntsuab, ≥20% piv ntawm cov khoom seem, lossis cov txheej txheem EAF tag nrho.

Kev ruaj ntseg muaj peev xwm tsim khoom ntsuab rau cov neeg siv khoom European

Kev Txhawb Nqa Kev Ua Raws Cai

Muab cov qauv qhia txog cov ntaub ntawv carbon uas ua raws li CBAM uas tau txheeb xyuas los ntawm cov koom haum sab nraud

Kev qhia txog txoj kev siv tshuab zoo tshaj plaws (piv txwv li, EAF + lub zog ntsuab rau kev txo qis 60% +, high-scrap + lub zog ntsuab rau kev txo qis 25-30%)

Kev Ua Tau Zoo Pom Tseeb

Cov phiaj xwm sim siv cov billets hluav taws xob + hluav taws xob ntsuab rau kev tsim cov kav dej tau ua tiav cov pa phem tsuas yog 0.65 tCO₂/ton—70% qis dua qhov nruab nrab ntawm kev lag luam ntawm 2.2 tons.

Kev koom tes nrog cov chaw tsim hluav taws xob uas muaj peev xwm muab hluav taws xob ntsuab ncaj qha tam sim no suav txog 40% ntawm lub peev xwm tsim khoom, nrog rau "30% Carbon Reduction Product Line" tsom mus rau kev txo qis ntxiv 10-15% rau kev yuav khoom H2 2026.

Cov Khoom Siv Tseem Ceeb: Cov Qib Tseem Ceeb rau Cov Haujlwm European

Cov neeg yuav khoom hauv Tebchaws Europe yuav tsum xub muab cov neeg muab khoom uas muaj peev xwm muab cov khoom siv uas tsis muaj carbon ntau uas tau txheeb xyuas lawm:

Qib Khoom Siv Ib Txwm Siv Txoj Kev Low-Carbon

API 5L X52/X60/X65Cov kav dej roj thiab roj av EAF + lub zog ntsuab (txo 60%+)

ASTM A106 Qib B/C Kev pabcuam kub siab Qhov piv ntawm cov khib nyiab siab + lub zog ntsuab (25-30%)

ASTM A335 P11/P22/P91Cov boilers tsim hluav taws xob Hydrogen-based DRI (emerging)

EN 10210 S355J2HCov ntu hollow ntawm cov qauv vaj tse Lub zog ntsuab + kev ua kom zoo dua qub

ASTM A312 TP304/TP316L Cov chaw xeb EAF stainless + cov khoom siv rov ua dua tshiab

Cov Kev Cuam Tshuam rau Kev Yuav Khoom hauv Q2 2026

Thaum Q1 xaus rau lub hlis no, lub sijhawm rau kev nrhiav cov chaw tsim khoom Q2 tab tom nqaim zuj zus. Cov kev xav tseem ceeb suav nrog:

Rau cov khoom xa tuaj rau Tebchaws Europe

Thov cov ntaub ntawv carbon footprint thiab cov ntaub ntawv pov thawj ntsuab nrog rau txhua qhov kev nug

Txheeb xyuas cov peev xwm ntawm cov neeg muab khoom rau kev tshaj tawm raws li CBAM

Xav txog cov ntawv cog lus mus sij hawm ntev kom tau txais lub peev xwm tsim khoom uas tsis muaj carbon ntau

Rau cov khoom xa tuaj rau Middle East

Ua rau muaj kev nce nqi thauj khoom 15-25% thiab tej zaum yuav ncua sijhawm 2-4 lub lis piam

Xyuas kom meej tias daim ntawv pov thawj kuaj zeb (MTC) thiab daim ntawv pov thawj keeb kwm zoo kawg nkaus kom txo qis kev pheej hmoo ntawm kev lis kev cai

Sib tham txog lwm txoj kev xaiv kev xa khoom nrog cov neeg muab kev pabcuam logistics

Rau Txhua Qhov Yuav Tsum Tau Ua Hauv Q2

Ua kom tiav cov lus qhia thiab tso cov xaj hauv 2-3 lub lis piam tom ntej

Muab qhov tseem ceeb rau cov khoom siv ntev: cov kav dej loj uas tsis muaj qhov sib txuas, cov kav hlau sib xyaw, thiab cov seem EN 10219

Koom nrog cov neeg muab khoom thaum ntxov kom nkag siab txog lawv cov sijhawm tsim khoom tom qab hnub so thiab cov peev xwm qis carbon

Sanonpipe: Koj Tus Khub rau Green Steel thiab Global Navigation

Ua ib lub tuam txhab muab kev pabcuam yeeb nkab hlau uas muaj txhua yam koj xav tau, peb cog lus tias yuav ua tus khub koom tes uas peb ntseeg siab tshaj plaws hauv kev lag luam thoob ntiaj teb. Peb lub peev xwm suav nrog:

Qhov tob ntawm cov khoom muag: Kwv yees li ntawm 200,000 tons ntawm cov kav hlau tsis muaj seamless (carbon thiab alloy), ntxiv rau 10,000 tons ntawm cov kav hlau welded, cov kav hlau square / rectangular, thiab cov kav hlau stainless.

Cov Khoom Siv Uas Muaj Carbon Tsawg: Kev koom tes nrog cov chaw tsim khoom uas muab lub zog ntsuab, cov khoom seem ntau, thiab kev tsim khoom EAF, txhawb nqa los ntawm cov ntaub ntawv carbon thiab kev tshaj tawm ua raws li CBAM.

Kev Pabcuam Tag Nrho: Txij li kev tswj cov khoom siv raw mus rau kev ntim khoom, pleev xim, thiab xa khoom, peb txuag cov neeg siv khoom lub sijhawm thiab cov nqi thaum ua kom ntseeg tau tias ua raws li txoj cai.

Tiv tauj peb pab neeg hnub no los tham txog koj txoj kev npaj yuav khoom hauv Q2 2026, thov cov kev xaiv khoom uas tsis muaj carbon ntau, lossis tau txais cov lus qhia tshwj xeeb txog kev daws cov teeb meem geopolitical thiab kev cai lij choj tam sim no.