Q2 2026 Kev Tshawb Fawb Kev Lag Luam Hlau: Raw Material Price Trends & Strategy

Raws li peb nkag mus rau lub quarter thib ob ntawm 2026, cov khoom siv thoob ntiaj teb ntsib qhov xwm txheej tsis zoo. Macro-qib cov khoom lag luam qhia tau tias muaj kev hloov pauv siab, tab sis cov peev nyiaj yuav khoom tiag tiag ntawm qib Hoobkas tseem muaj kev ntxhov siab. Ntau tus kws tshaj lij engineering thiab cov thawj coj yuav pom lawv tus kheej nug vim li cas lub hauv paus hlau indices poob, tab sis zaum kawg tus nqi tsaws rau cov khoom siv tshuab tseem tawv ncauj.

Kev nkag siabraw khoom nqe tiam 2026yuav tsum tau saib yav dhau los tus qauv terminal kab kos. Xiamen Dazao Machinery, ISO9001: 2015 thiabIATF16949: 2016 ntawv pov thawj kev cai qhov chaw chaw tsim tshuaj paus, taug qab tsis yog London Metal Exchange (LME) qhov hloov pauv, tab sis raws nraim li cas cov kev hloov no cuam tshuam rau koj daim nqi kawg ntawm cov ntaub ntawv (BOM). Ua haujlwm raws li lub chaw tsim khoom ncaj qha hauv Suav teb, peb cov ntaub ntawv engineering muab kev pom zoo ntawm cov txheej txheem tseeb uas tsav koj cov nqi tam sim no. Daim ntawv tshaj tawm no xa cov ntaub ntawv - tsavhlau kev lag luam tsom xamlos pab koj lub sijhawm Q3 thiab Q4 cov khoom lag luam tsim kom raug.

Vim li cas LME poob poob qis kom txo koj cov nqi BOM?

Tsis ntev los no siab - cov xov xwm kev sib koom ua ke thoob plaws qhia txog kev ntxhov siab zuj zus ntawm cov kws tshaj lij kev muag khoom loj. Cov kev tsis txaus siab nyob ib ncig ntawm ob lub ntsiab lus tshwj xeeb:

Ua ntej yog qhov cuam tshuam loj heev ntawm LME thiab cov nqi hais tawm tiag tiag. Cov neeg yuav khoom taug qab cov tooj liab nyoos thiab txhuas dipping hauv cov xov xwm, tab sis thaum lawv thov cov lus qhia tshiab los ntawm lawv cov neeg muag khoom tam sim no, cov nqi tsev tseem nyob ruaj khov, feem ntau padded nrog lub zog tsis meej lossis cov nqi thauj khoom.

Qhov thib ob yog kev sib txhuam sab hauv ntawm Kev Muag Khoom thiab Nyiaj Txiag. Cov neeg saib xyuas kev yuav khoom paub txog qhov luv luv tam sim no poob rau hauv cov hlau hauv lub hauv paus raws li lub xauv zoo heev -hauv qhov rais. Txawm li cas los xij, Tus Thawj Saib Xyuas Nyiaj Txiag, tseem hnyav hnyav rau kev nruj tsuas yog-hauv-Lub Sijhawm (JIT) cov qauv nyiaj txiag, ib txwm tsis lees txais cov lus thov los tsim cov khoom lag luam tsis tu ncua. Qhov kev tsis txaus siab no yuam cov tuam txhab yuav khoom ntawm lub khw muag khoom thaum tus nqi inevitably rebound. Armed nrog cov ntaub ntawv hauv tsab ntawv ceeb toom no, pawg neeg yuav khoom tuaj yeem tsim cov ntaub ntawv ua lag luam zoo ua lej kom tau txais kev pom zoo nyiaj txiag rau kev sib sau cov khoom lag luam.

Q2 2026 Kev Ntsuam Xyuas Hlau Ua Lag Luam & Luv luv-Tsev Nqi Them Nqi

Kev lag luam hlau hauv Q2 2026 yog tsav los ntawm cov qauv tsim tshwj xeeb ntau dua li kev nce nqi dav dav.

Aluminium Alloys (Al6061 / Al7075): Energy Tariffs vs. EV Demand

Lub peev xwm smelting thoob ntiaj teb tseem raug txwv los ntawm cov kev txwv hauv cheeb tsam hauv cheeb tsam, thaum qhov kev thov los ntawm lub tsheb hluav taws xob (EV) kev lag luam tseem nce zuj zus. Cov qauv kev tsis txaus nyob rau hauv thawj aluminium ntau lawm ua rau lub hauv paus siab.

Huab cua:Peb cov ntaub ntawv qhia txog tus nqi ib ntus yuav tshwm sim thaum ntxov Q3. Lub qhov rais 15-rau-20-hnub no sawv cev rau theem zoo rau kev tsim cov khoom lag luam rau xyoo 2026 kev tsim khoom.

Copper (C11000): Cov qauv tsis txaus nyob rau hauv Electrification Era

Cov phiaj xwm phiaj xwm loj heev tau ua kom sai sai ua rau cov khoom muag tooj liab uas twb muaj lawm. Tsis zoo li txhuas, tooj liab ntsib qhov kev txwv loj mining.

Huab cua:Cia siab tias yuav muaj tus ntaiv - kauj ruam mus rau pem hauv ntej uas muaj kev tiv thaiv siab rau kev kho downward. Rau cov haujlwm ntev -cov haujlwm uas yuav tsum tau hnyav tooj liab busbars lossis cov pins conductive, xauv rau hauv cov ntawv cog lus ntev (LTAs) tam sim ntawd yog qhov zoo tshaj plaws.

Stainless hlau(SS304/SS316L): Nickel Surcharge Cascade

Tus nqi hauv paus ntawm cov hlau tseem nyob ruaj khov, tab sis tus nqi ntawm austenitic stainless hlau yog hnyav heev los ntawm geopolitical mov saw kev pheej hmoo cuam tshuam rau nickel thiab chromium.

Huab cua:Cov nqi hauv paus yuav zoo li tiaj tus, tab sis cov neeg yuav khoom yuav tsum tau ceev faj heev txog qhov kawg - ntawm - hli alloy surcharge spikes siv los ntawm mills yam tsis tau ceeb toom ua ntej.

Q2 2026 Cov Khoom Siv Tus Nqi Qis Dynamics

3 Cov Nyiaj Tau Los zais zais uas ploj lawm los ntawm Standard Supply Chain Reports

Cov kws tshuaj ntsuam xyuas nyiaj txiag feem ntau tsom tshwj xeeb rau cov kab kos duab kos duab rau cov ore thawj. Raws li cov chaw tsim khoom ua haujlwm5-axis CNC millingthiab precision stamping txhua hnub, Dazao Machinery txheeb xyuas peb cov npoo zais ntswj eroding koj profitability.

1. The Green Premium & Recycled Scrap Bidding Wars

Cov ntawv ceeb toom tseem ceeb taug qab thawj bauxite thiab hlau ore yields, tsis quav ntsej txog kev sib tw hnyav 2026 rau qib siab - cov hlau siv dua tshiab. Raws li Western ib puag ncig kev cai tswj hwm cov kev txwv cov pa roj carbon monoxide, huv si seem aluminium thiab seem stainless hlau yog qhov tsis txaus. Qhov kev tsis txaus no thawb tus nqi pib ntawm cov khoom ua raws li ib puag ncig zoo siab dua li LME tus nqi hauv qab. Thaum sib piv cov kev sib tw thoob ntiaj teb, cov neeg yuav khoom yuav tsum suav tag nrho cov nqi them se ntawm lub neej, raws li tus nqi ntsuab tam sim no tshaj tus qauv kev lag luam nce nqi.

2. Tus Nqi Hloov Pauv: Ingot vs. Machined Part Nqis

Kev siv qhov poob ntawm LME tus nqi raws li koj qhov kev sib tham ib leeg yuav ua tsis tiav hauv 2026. Tus nqi hloov pauv cov khoom siv raw rau hauv cov ntawv ua haujlwm, extrusions, lossis cov ntawv hlau-paub tias yog tus nqi hloov pauv lossis ua nqi - yog skyrocketing. Cov nqi hluav taws xob hauv cheeb tsam, cov nqi hluav taws xob ntau ntxiv, thiab qhov tsis txaus ntawm cov neeg txawj CNC programmers txhais tau tias lub Hoobkas - cov nqi hloov pauv qib nqus cov nyiaj txuag los ntawm cov nqi ore poob. Ua tiav aRa 0.8 nto tiavlos yog tuav a± 0.001 hlixav tau lub sijhawm tshuab thiab cov cuab yeej uas tsis kam txo nqi.

3. Volatility -Induced Supplier Default Risks

Ntau cov ntawv tshaj tawm qhia txog thaum twg yuav yuav, tab sis ob peb hais txog kev pheej hmoo ua haujlwm ntawm cov neeg muab khoom tso tseg. Thaum lub sij hawm nce nqi nrawm, qis- cov chaw muag khoom feem ntau siv cov kev txwv tsis pub muaj peev xwm ua qhov kev zam txim tsis raug rau ncua sij hawm xa khoom, lossis phem dua, unilaterally rhuav tshem ruaj - nqe lus cog lus. Chasing tus nqi qis tshaj plaws ntawm tus nqi ntawm daim ntawv cog lus nruj feem ntau ua rau ncaj qha mus rau cov saw hlau tawg thaum cov khoom siv raw khoom nce siab dhau los ntawm tus neeg xa khoom tawg -txawm qhov taw tes.

Actionable Procurement Strategy: Xauv hauv Q3/Q4 Margins

Kom ciaj sia Q2 volatility thiab ruaj ntseg margins rau tag nrho lub xyoo, siv ib tug resilientkev yuav khoomyog yuav tsum tau.

Txais tus nqi dab tshos rau siab -Volume Machining

Tshem tawm nruj, ruaj - nqe lus cog lus rau cov rooj sib txoos hlau hnyav. Hloov chaw, sib tham txog tus nqi dab tshos cov qauv khi rau qhov pom zoo- raws li qhov ntsuas (xws li SHFE lossis LME), tab sis nrog cov ciam teb nruj thiab qis. Qhov no tiv thaiv tus neeg muag khoom los ntawm kev poob lag luam thaum lub sij hawm tam sim ntawd, kom ntseeg tau tias koj cov kab ntau lawm tsis nres, thaum tso cai rau koj khaws cov nyiaj khaws cia thaum cov khoom siv raw poob qis dua qhov nruab nrab.

Deconstruct koj tus nqi kev cai ib feem

Tsis txhob txais bundled nqi hikes. yuam koj cov neeg muag khoom kom unbundle lawv cov quotes. Cais tus nqi ntawm cov khoom siv, tus nqi machining / hloov pauv, thiab cov nqi thauj khoom. Yog tias LME poob qis tab sis kev ua haujlwm nce ntxiv, koj yuav tsum tsuas yog nqus cov kev hloov pauv ntawm kev ua haujlwm, tsis yog daim pam feem pua ​​​​nce thoob plaws tag nrho cov nqi.

Lub Sijhawm Precise-rau- Yuav Ua Haujlwm

Raws li cov khoom siv tam sim no- sab hauv cov khoom lag luam, cov khoom lag luam ib txwm muaj nyob rau nruab nrab -Lub Rau Hli nthuav tawm qhov tshwm sim ntau tshaj plaws rau cov nqi sib sau ua ke. Peb qhia tawm tswv yim ua kom tiav cov khoom xauv rau koj tag nrho Q3 hnyav- ntim qhov yuav tsum tau ua thaum lub sijhawm tshwj xeeb no ob- lub lim tiam.

Xiamen Dazao Machinery: Koj Lub Hom Phiaj Custom Manufacturing Partner

Kev yuav khoom zoo tsis yog hais txog kev twv txiaj ntawm qhov tseeb hauv qab ntawm cov khoom poob; nws yog hais txog kev tswj hwm kev pheej hmoo tsim los ntawm cov ntaub ntawv pob tshab. Kev koom tes nrog cov txheej txheem thev naus laus zis, nyiaj txiag ruaj khov qhov chaw ua haujlwm kom ntseeg tau tias koj cov khoom lag luam tseem raug cuam tshuam los ntawm kev lag luam macroeconomic shocks.

Peb pab neeg ua haujlwm engineering tsis yog tshuab qhov chaw xwb; peb txhim kho tag nrho cov nqi ntawm kev ua tswv cuab los ntawm kev nruj tsim rau Kev Tsim Khoom (DFM) raws tu qauv.

Hu rau Dazao mov saw thiab pab pawg engineering hnub no. Upload koj cov ntaub ntawv CAD rau pob tshab, tsis muaj ntaub ntawv thiab kev txheeb xyuas tus nqi machining. Cia peb tsim tus nqi-txo thiab hloov cov khoom siv raws li kev ua lag luam tiag tiag 2026.