Intengo ye-blade yesaha eliyindilinga lika-2026

Emkhakheni wokukhiqiza wezimboni emhlabeni jikelele, ukuzinza sekuyisikhathi eside kuyisisekelo sokuhlela amasu. Kodwa-ke, njengoba singena ku-2026, isikhathi sokusetshenziswa kwamathuluzi angabizi kakhulu futhi abikezelwayo siyaphela ngokusemthethweni.

Kubaphathi bokuthengwa kwempahla kanye nabasabalalisi bezimboni zokwakha, zezimoto, kanye nezokusebenza ngokhuni, iqiniso elisha liyavela. Ngokusekelwe kudatha yamanje yochungechunge lokuhlinzekwa kwempahla, ukungqubuzana kwezwe, kanye nezinqubomgomo zezimali ezishintshashintshayo, intengo yama-circular saw blades asebenza kahle kakhulu kulindeleke ukuthi ikhuphuke nge-aokungenani u-10%ku-Q1 2026. Lokhu akuyona ukushintshashintsha kwesikhashana; kungukulungiswa kwesakhiwo okuqhutshwa “isiphepho esiphelele” sezici ezintathu ezinkulu: ukusetshenziswa kwezimbiwa ezibalulekile, ukuhlelwa kabusha kwezikhuthazo zokuthumela kwamanye amazwe zaseShayina, kanye nezindleko ezikhulayo zokuthobela imithetho yomhlaba wonke.

Lesi sihloko sihlaziya lezi zimbangela ukuze sikusize uqonde ukuthi “Kungani” ngemuva kwalezi zinombolo nokuthi ungayisingatha kanjani imakethe eguquguqukayo ezayo.

1. Ukuhlonyiswa Kwezinto Zokusetshenziswa: I-Tungsten ne-Cobalt

Isisusa esisheshayo sokwenyuka kwentengo ngo-2026 ukuqina kokutholakala kwezithako eziyinhloko zamathuluzi esimanje:I-Tungsten ne-Cobalt.

Sekungamashumi eminyaka, i-Tungsten Carbide (WC) ibilokhu iyindinganiso embonini yeziqongo ze-saw blade ngenxa yokuqina kwayo okukhulu kanye nokumelana nokushisa. Kodwa-ke, i-Tungsten ayiseyona nje into esetshenziswayo yezimboni; isihlukaniswe kabusha yizizwe ezinkulu (kufaka phakathi i-US, i-EU, ne-China) njenge-"Strategic Critical Mineral."

• Izinkinga Zokunikezwa:Kusukela ngo-2026, ukungezwani kwezepolitiki emhlabeni jikelele kuholele ekulawulweni okuqinile kokuthunyelwa kwamanye amazwe kuma-ore e-Tungsten. Njengoba i-China ilawula ngaphezu kwama-80% ochungechunge lokuhlinzekwa kwe-tungsten emhlabeni jikelele, imikhawulo yakamuva yezemvelo kanye nokugcinwa kwamasu ezimboni zokuvikela zasekhaya kuye kunciphisa kakhulu isabelo sokuthunyelwa kwamanye amazwe esitholakalayo emakethe evamile.

• “Idwala Le-Cobalt”:I-Cobalt, esetshenziswa njenge-binder eziqongweni ze-carbide, ibhekene nokuncintisana okukhulu kakhulu emkhakheni wamabhethri ezimoto zikagesi (i-EV). Njengoba imigomo yokukhiqizwa kwezimoto zikagesi ikhuphuka emhlabeni wonke ngo-2026, abakhiqizi bamathuluzi bathengiswa ngaphandle kwemakethe yizinkampani ezinkulu zamabhethri.

Umthelela:Izindleko zezinto zokusetshenziswa ze-carbide tips ze-premium zikhuphuke cishe ngo-201915-20%unyaka nonyaka. Ngesitshetshe sesaha esiqediwe, lapho isihloko se-carbide simelela ingxenye yenani eliphezulu kakhulu, lesi sici esisodwa siqhuba ukwenyuka kwentengo okuhlanzekile okungu-4-6% esangweni lefektri.

2. Ukuphela Kwezimali Zokuxhaswa: Ukulungiswa Kwesaphulelo Sentela Yokuthumela Ngaphandle KwaseShayina

Eminyakeni engamashumi amabili edlule, abathengi bomhlaba wonke bazuze ezinqubweni zokubuyiselwa kwentela yokuthumela kwamanye amazwe zaseShayina, ezixhase ngempumelelo izindleko zamathuluzi enziwe eShayina ngo-13%. Leso sikhathi sesiphelile.

Ngasekupheleni kuka-2025, ibhekene nengcindezi yokuhweba yangaphandle kanye nesifiso sokukhuphula uchungechunge lwenani, iShayina yamemezela ukulungiswa okuphelele kohlelo lwayo lokubuyiselwa kwe-VAT. Ngemikhiqizo edinga amandla amaningi futhi edinga izinsiza eziningi—isigaba esihlanganisa imizimba yensimbi namathuluzi ajwayelekile e-carbide—ukubuyiselwa kwempahla kwamanye amazwe kuye kwancishiswa kakhulu noma kwaqedwa ngokuphelele.

Kungani lokhu kubalulekile:Ngaphambilini, umkhiqizi waseShayina wayenganikeza intengo engu-$100 futhi athole u-$13 emuva kuhulumeni, esebenza ngempumelelo ngesisekelo semali engenayo esingu-$113. Ngokususwa kwalesi saphulelo, umkhiqizi ubhekene negebe lemali engenayo elingu-13%. Ukuze asinde futhi alondoloze izinzuzo ezincane ezifanayo, amafektri awanakukhetha ngaphandle kokudlulisela le ndleko ngqo kumthengi wamazwe ngamazwe.

Lokhu kushintsha kwenqubomgomo kukodwa ngokwezibalo kudinga i-ukulungiswa kwentengo cishe okungu-9-13%, ngaphandle kwezindleko zezinto ezibonakalayo.

3. Izindleko Ezifihliwe Zezombusazwe Zendawo: “Ukuthola Abangane” kanye Nokuthobela Imithetho

Isimo sokuhweba somhlaba wonke sika-2026 sihlukene phakathi. Ukuhlukaniswa kwezindlela zokuhlinzeka ngempahla—okuvame ukubizwa ngokuthi “ukususa ingozi” noma “ukuthola abangani”—kwethula izindleko zokusebenza ezintsha nezifihliwe.

• Ukuguquguquka Komzimba Wensimbi:Izinhlaka zesaha ezisezingeni eliphezulu zithembele ezinsimbini ezikhethekile ze-alloy (njenge-75Cr1). Njengoba izithiyo zokuhweba zikhuphuka phakathi kwamazwe akhiqiza insimbi (njengentela phakathi kweYurophu ne-Asia), abakhiqizi baphoqeleka ukuthola izinto ezivela kwezinye izindlela ezibizayo, “eziphephile kwezepolitiki” noma bakhokhe intela ephezulu ensimbini yekhwalithi ephezulu engeniswa kwamanye amazwe.

• Intela ye-ESG kanye ne-Carbon:I-European Union's Carbon Border Adjustment Mechanism (CBAM) isisebenza ngokugcwele manje. Ama-saw blades, njengoba eyimikhiqizo enzima kakhulu ngensimbi, angaphansi kokuhlolwa kwe-carbon. Izindleko zokuphatha zokulandelela, ukubika, kanye nokukhokhela umthelela we-carbon we-blade ngayinye zifakwa entengo ye-FOB.

Umbono Ka-2026: Isisekelo Esisha Samanani

Uma sihlanganisa lezi zici, izibalo azinakuphikwa:

• Ukwehla Kwentengo Yezinto Ezingavuthiwe (iCarbide/Insimbi):Umthelela we-+4% kuya ku-+6%.

• Ukulungiswa Kwenqubomgomo Yokuthumela Ngaphandle:Umthelela we-+5% kuya ku-+10%.

• Ukwehla kwamandla emali kokusebenza/kwezokuthutha:Umthelela we-+2% kuya ku-+3%.

Ukwanda Okulindelwe:Isilinganiso esilinganiselayo sibeka ukwenyuka kwentengo okuyisisekelo ku-11% kuya ku-19%ngama-blade ezimboni asezingeni eliphezulu. Isixwayiso "sokwenyuka okungu-10%" ositholayo akulona isu lokuthengisa; uma kukhona, kuyisibikezelo esihle esicabanga ukuthi abakhiqizi bayabujabulela ubuhlungu obuthile.

Izincomo Ezihlelekile Zozakwethu

Emakethe ekhulayo, ukungabi nandaba kuyabiza. Sincoma izenzo ezilandelayo kubalingani bethu:

1. Intengo ye-Lock in Q1/Q2:Uma ubikezele isidingo sengxenye yokuqala ka-2026, qedela ama-oda akho ngokushesha. Isitokwe samanje esenziwe ngaphansi kwezakhiwo zezindleko zika-2025 siyimpahla yakho eyigugu kakhulu.

2. Shintshela kuzixazululo ze-PCD:Nakuba izindleko zokuqala ziphakeme, ama-blade e-Polycrystalline Diamond (PCD) anikeza isikhathi sokuphila esiphindwe izikhathi ezingu-30-50 kune-carbide. Endaweni lapho intengo iphezulu khona.esikhundleniizindleko ziyakhuphuka (ngenxa yezokuthutha kanye nabasebenzi), i-Total Cost of Ownership (TCO) ye-PCD iba yinhle kakhulu.

3. Beka phambili ukuphepha kokunikezwa kwempahla:Ngo-2026, ukutholakala kuzoba yinto ebaluleke kakhulu njengentengo. Bambisana nabakhiqizi abanjengoKOOCUT abathole izinkontileka zezinto zokusetshenziswa zesikhathi eside futhi abazinzile ngokwezimali ekuphazamisekeni kochungechunge lokuhlinzekwa kwempahla yesimo sezulu.

Imakethe isishintshile. Izinsiza ezishibhile neziningi zeshumi leminyaka elidlule azisekho. Kodwa kulabo abahlela kusengaphambili, u-2026 unikeza ithuba lokuhlanganisa isabelo semakethe ngokuqinisekisa ukunikezwa okuzinzile, kwekhwalithi ephezulu ngenkathi abancintisana nabo bebhekene nokuntuleka kanye nokushaqeka kwamanani.