Phupu 29, 2026 - Tebello ea Leano bakeng sa Indasteri ea Lefatše ea Liphaephe le Liphaephe
Ha Phupu 2026 e ntse e ya pheletsong, mmaraka wa lefatshe ka bophara waliphaephe tsa tšepe tse se nang sekoli, liphaephe tsa tšepe tse qhibilihisitsoenglelikarolo tse se nang letho tsa sebopehoe iphumana e le sebakeng sa bohlokoa sa ho kopana ha thepa. Khoeli ena e hlalositsoe ke tšusumetso e ntseng e eketseha ea litšenyehelo tsa thepa ea likepe tse nyolohang lithekong tsohle tsa thepa e emisitsoeng, maqhubu a sa feleng a lipolotiki, le ho tsepamisa maikutlo ho tsoelang pele ho boqapi ba thepa le tšepe e tala. Ha re sheba pele ho kotara ea boraro le kotara ea bone, katleho ea theko e tla itšetleha ka ho laola litšenyehelo tsa thepa, ho tsamaisa leano la khoebo, le ho khetha limaraka tse nepahetseng tsa thepa bakeng sa litlhoko tsa projeke.
Thepa le Thepa: Mokhanni oa Litšenyehelo ea ka Sehloohong
Thepa ea likepe e hlahile e le phetoho e kholo ka ho fetisisa e amang litšenyehelo tsa theko ea liphaephe tsa tšepe karolong ea bobeli ea 2026.
Keketseho ea Sekhahla sa Thepa: Sekhahla sa ho romelloa ha dikonteinara ho tswa ditsing tse kgolo tsa kantle ho naha tsa Asia se eketsehile ka 15–20% ho tloha qalong ya Phupu 2026. Keketseho ena e matla e bakwa ke dithibelo tsa bokgoni, diphetoho tse tswelang pele tsa tsela ka lebaka la dikotsi tsa dipolotiki tsa jeokrafi, le tlhokeho ya sehla se phahameng.
Tšusumetso ho Kakaretso ea Litšenyehelo tsa ho Lula: Litšenyehelo tse eketsehileng tsa thepa joale li emela karolo e kholo ea theko ea ho qetela e tlisoang bakeng saliphaephe tsa tšepe ea carbon, liphaephe tsa tšepe tse kopantsoengleliphaephe tse se nang sekoli tsa tšepe e sa hloekangBareki ba tlameha ho kenyelletsa sena tlhahlobong ea bona ea tekanyetso le ea litšenyehelo.
Maano a ho Fokotsa Tlokotsi: Bareki ba ikemiselitseng ba koala litefiso tsa thepa esale pele, ba kopanya thepa ho ntlafatsa tšebeliso ea lik'hontheinara, 'me ba sebelisana le balekane ba thepa bakeng sa ho rera litsela ho fokotsa litefiso tse eketsehileng.
Sebaka sa Leano la Lipolotiki le Khoebo
Tšireletso ea Bochabela bo Hare le ea Leoatle: Boemo ba Strait of Hormuz bo ntse bo beiloe leihlo ebile bo tsitsitse. Litefiso tsa kotsi le mekhoa e thehiloeng ea ho tsamaisa likepe joale ke likarolo tsa ka ho sa feleng tsa sebopeho sa litšenyehelo tsa thepa.
Mehato ea Khoebo: Mokhoa oa ho Lokisa Moeli oa Khabone oa EU (CBAM) joale ke karolo e tloaelehileng ea ts'ebetso ea ho latela melao, e hlokang lintlha tse netefalitsoeng tsa khabone. Tlhahlobo ea litefiso tsa Karolo ea 232 ea US e ntse e tsoela pele ho baka ho se tsitse ha leano.
Ho Tsitsisa Theko ea Matla: Oli e ntse e tsitsitse ho tloha ho $65–70/barrel, e leng se fanang ka monyetla oa ho bolela esale pele litšenyehelo bakeng sa tlhahiso ea tšepe e sebelisang matla a mangata.
Mekhoa ea 'Maraka le Leano la Theko bakeng sa Kotara ea Boraro-Kotara ea bone ea 2026
| Mokhoa oa Bohlokoa | Tšusumetso ea Leano bakeng sa Bareki |
| Litšenyehelo tse ka Sehloohong tsa Thepa | Beha ponahalo ea ketane ea phepelo pele 'me u sebelisane le barekisi ba kantle ho naha ba ka fanang ka likhetho tse kopaneng tsa ho romella thepa. Nahana ka hloko ka lipehelo tsa FOB khahlanong le CIF. |
| Ho Feto-fetoha ha Chelete | Sekhahla sa hona joale sa USD/CNY se fana ka monyetla oa ho sebelisa likonteraka tse thehiloeng ho USD, e leng se ka fokotsang keketseho e itseng ea litšenyehelo tsa thepa. |
| Tsepamiso ea CBAM le ESG | Netefatsa hore bafepedi ba fana ka diphutheloana tse felletseng tsa data ya carbon footprint, ho kenyeletswa le disetifikeiti tsa matla a tala le netefatso ya sekgahla sa dikgwerekgwere. |
| Bokhoni ba EAF le Tšepe e Tala | Ho fumaneha ho hoholo ha liphaephe tse se nang moqhaka tse nang le khabone e tlase ho tsoa lifemeng tsa EAF ho fana ka mokhoa o mong oa tlholisano bakeng sa merero e nang le lipheo tsa ESG. |
| Ho Ikamahanya le Maemo a Tlhokeho | Makala a mantlha a kang Oli le Khase (OCTG, phaephe ea mohala) le Tlhahiso ea Matla (liphaephe tsa boiler) a ntse a tsoela pele ho fana ka tlhoko e tsitsitseng ea motheo, ka matla a itseng meralong ea motheo. |
Leseli la Boitsebiso: Ho Tsamaea Likereiting tsa Bohlokoa le Litlhaloso tsa H2
| Kereiti/Setaele sa Thepa | Tšebeliso ea Bohlokoa | Lead time | Tlhoko le Lintlha tsa H2 2026 |
| API 5L X52 / X60 / X65 | Liphaephe tsa phetisetso ea oli le khase | Matsatsi a 35-45 | Tlhokeho e phahameng e tsitsitseng, haholo-holo bakeng sa X65 mererong ea kantle ho naha. |
| API 5L X70 | Liphaephe tse nang le khatello e phahameng, tse tsamaeang sebaka se selelele | Matsatsi a 45-55 | Ho holisa, ho ipapisitse le projeke; ho hloka mekhoa e tsoetseng pele ea ho tjheseletsa. |
| ASTM A106 Kereiti B/C | Tšebeletso ea mocheso o phahameng (lifeme tsa ho hloekisa, lifeme tsa motlakase) | Matsatsi a 30-40 | Tlhoko e tsitsitseng, e thehiloeng ka bophara; Sehlopha sa C bakeng sa matla a phahameng. |
| ASTM A335 P11 / P22 / P91 | Tlhahiso ea motlakase (li-superheater, li-reheater) | Matsatsi a 45-60 | E tsitsitse; P91 e ntse e le ea bohlokoa bakeng sa limela tse sebetsang hantle haholo. |
| ASTM A213 T11 / T22 / T91 | Liphaephe tsa boiler, li-exchange tsa mocheso | Matsatsi a 45-60 | Tlhoko e tsitsitseng e tsoang lefapheng la motlakase. |
| ASTM A312 TP304 / TP304L | Libaka tse senyang (lik'hemik'hale, lijo) | Matsatsi a 40-50 | Tlhokeho e itekanetseng; TP304L e fana ka ho tjheseletsa ho betere. |
| ASTM A312 TP316 / TP316L | Leoatleng, lik'hemik'hale, mafome a mangata | Matsatsi a 40-50 | Tlhokeho e ntseng e hola, haholo-holo lits'ebetsong tsa phetoho ea matla. |
| ASTM A333 Kereiti ea 6 | Tšebeletso ea mocheso o tlase (LNG, liphaephe tsa cryogenic) | Matsatsi a 40-55 | Sebaka se bohlokwa empa se bohlokwa bakeng sa meralo ya motheo ya eneji. |
| ASTM A790 (Duplex 2205) | Libaka tse lebōpong la leoatle, tse nang le mafome a mangata | Matsatsi a 55-70 | Tlhokeho e ntse e eketseha makaleng a lewatle le a dikhemikhale. |
| EN 10210-1 S355J2H | Meralo ea meaho e phethiloeng ka mocheso | Matsatsi a 35-45 | Senotlolo bakeng sa merero ea meralo ea motheo ea Europe. |
| EN 10219-1 S355J2H | Meaho e entsoeng ka serame, litšehetso | Matsatsi a 30-40 | E fumaneha haholo; e sebelisoa ho etsa li-scaffolding le tlhahisong e akaretsang. |
| NACE MR0175 (Tšebeletso e Bolila) | E hanela H2S bakeng sa ho ntša oli le khase | + Matsatsi a 10-15 | Bohlokoa bakeng sa lits'ebetso tsa ho phunya le ho phalla ha metsi libakeng tse thata. |
| Liphaephe tse se nang seamless tse nepahetseng | Lisilindara tsa haeteroliki, likoloi, mechini | Matsatsi a 35-50 | Tlhokeho e itekanetseng; limaraka tse ncha tsa HSLA lia hlaha bakeng sa ts'ebetso. |
Litlhahiso tsa Maano a Theko
Beha Pele Moralo oa Thepa ea Boleng ba Lintho: Sireletsa litheko tsa thepa ea leoatle esale pele, buella sebaka sa likepe esale pele, 'me u boloke puisano e hlakileng le balekane ba hau ba thepa.
Lekola Bocha Litšenyehelo Tsohle tsa ho Fihla: Sekaseka tšusumetso e kopaneng ea litefiso tsa phapanyetsano, thepa ea likepe le litšenyehelo tsa thepa lithekong tsa ho qetela.
Kopanya ho Latela Melao Pele ho Nako: Bakeng sa merero ea Europe, etsa hore lintlha tsa khabone tse lumellanang le CBAM e be karolo e ke keng ea buisanoa ea ts'ebetso ea theko.
Haha Buffer Linakong tsa Ketelo Pele: Araba ka tieho e ka bang teng ea thepa ha ho hlophisoa tlhahiso le phano.
Ikopanye le rona esale peleIkopanye le uenamorekisi oa liphaephe tsa tšepeho buisana ka maano a ho ntlafatsa ketane ea hau ea phepelo.
Sanonpipe: Molekane oa Hao Sebakeng se Rarahaneng sa Thepa
Re utloisisa liphephetso tse hlahisoang ke ho phahama ha litšenyehelo tsa thepa le ho se tsitse ha lefats'e. Re ikemiselitse ho fana ka boleng bo holimoliphaephe tsa tšepe tse se nang sekolileliphaephe tsa tšepe tse kopantsoeng, hammoho le boiphihlelo ba thepa ho li fana ka tsona ka mokhoa o theko e tlase.
Ikopanye le sehlopha sa ronaho buisana ka litlhoko tsa hau tse ikhethileng le maano a ho tsamaisa 'maraka oa hajoale.
Mantsoe a bohlokoa:phala ea tšepe e se nang moedi, phala ea tšepe e bōpehileng joaloka welded, likarolo tse se nang moedi tsa sebopeho, HSS, tube e sekoere, tube e khutlonnetsepa, EN 10210, EN 10219, S355J2H, API 5L, ASTM A106, ASTM A335, ASTM A213, ASTM A312, ASTM A333, ASTM A790, phala ea tšepe ea carbon, phala ea tšepe ea alloy, phala e se nang moedi ea tšepe e se nang moedi, phala e se nang moedi ea duplex, OCTG, phala ea mohala, tube ea boiler, tube ea phapanyetsano ea mocheso, tube e se nang moedi e nepahetseng, thepa ea leoatle, litšenyehelo tsa thepa, Q3 2026, Q4 2026, leano la theko, morekisi oa phala ea tšepe.
Nako ea poso: Phupu-30-2026
