Iqela leLizhong liphumelele elinye inqanaba elibalulekileyo kumdlalo wehlabathi weingxubevange aluminiyamamavili. Ngomhla we-2 kaJulayi, inkampani ibhengeze kubatyali-mali bamaziko ukuba umhlaba wefektri yesithathu eThailand uthengiwe, kwaye isigaba sokuqala seprojekthi ye-3.6 yezigidi ze-ultra lightweight wheels eMonterey, eMexico iqalise ngokusemthethweni imveliso. Isigaba sesibini sicwangcisa ukukhulula umthamo wemveliso kwikota yesithathu ka-2025. Olu chungechunge lwezenzo aluqinisekisi nje kuphela "i-Thailand + Mexico" imephu yamandla okuvelisa i-double core driven, kodwa iphinde ifake ngokunzulu i-tentacles yokuvelisa i-China ephezulu kwi-global entsha ye-car car chain chain, ibonelela nge-paradigm entsha yokujongana nemiqobo yorhwebo kunye nokuphuculwa kwezoshishino.
Isiseko soveliso seSoutheast Asia: ukusuka kuxinzelelo lweendleko ukuya kwindawo ephezulu yetekhnoloji
Uyilo lweQela leLizhong eThailand lugqithile kakhulu kwingqiqo yemveli yokwandiswa kwamandla. Umhlaba kunye nezakhiwo zefektri ezisanda kuthengwa ziya kusetyenziselwa ukwakha amaziko ophando nophuhliso ahlangeneyo kunye neefektri ezikrelekrele, kugxininiswe kwinkqubela phambili yetekhnoloji ekhaphukhaphu yamavili athile esithuthi samandla. Emva kokuba umzi-mveliso wesithathu eThailand uqaliswe ukusebenza, umthamo wemveliso yasekhaya uya kunyuka ukuya kwiiyunithi ezizigidi ezisi-8 ngonyaka, ngokuhambelana nomgaqo-nkqubo wenkxaso karhulumente wasekhaya wezithuthi zamandla amatsha (kunye nenkxaso-mali ephezulu ye-150000 ye-baht ye-Thai ngesithuthi), esinokusasaza kwiimarike zaseMzantsi-mpuma Asia naseYurophu. Kuyaphawuleka ukuba umgca wokuvelisa inkqubo ehlanganisiweyo yokusonta owenziwe yinkampani uzuze amandla esivuno se-420MPa kwi-hub yevili, eyi-60% ephezulu kunenkqubo yokuphosa yemveli kwaye ibeka ngokuthe ngqo imigangatho yeemodeli zemoto zaseYurophu eziphezulu.
Amandla aseMexico: 'Isicwangciso-qhinga saseNxwemeni' sokuqhawula iNgxaki yoRhwebo yaseMntla Melika
Inqanaba lokuqala leprojekthi yaseMonterrey eMexico iphumelele amandla okuvelisa ngokupheleleyo kwiiyunithi ze-1.8 yezigidi, kwaye iimveliso zinikezelwa ngokukodwa kwiinkampani zemoto zaseMntla zaseMelika ezifana neTesla kunye neGeneral Motors. Emva kokuba kusetyenziswe isigaba sesibini, umthamo wemveliso uwonke uya kufikelela kwi-3.6 yezigidi zeeyunithi, ezinokugubungela i-30% yemfuno ye-hub yevili ekhaphukhaphu kwimarike yase-US. Isiseko samkela imodeli "yemveliso ekufuphi nonxweme+ yokuthengwa kwendawo": i-60% ye-aluminiyam ivela kubaboneleli bendawo eMexico (igcina i-12% yeerhafu xa kuthelekiswa nezinto ezithunyelwa ngaphandle ezivela e-China), kunye ne-40% ye-aluminiyam esetyenzisiweyo iphuma kumaziko okurisayikilisha akumzantsi-ntshona we-United States, yenze umqobo ophindwe kabini we-barriers-carbon breakthrough " I-CITIC Securities iqikelela ukuba olu lungiselelo lwamandla emveliso lunokunciphisa iindleko ezipheleleyo zokuthumela ngaphandle iimveliso zaseMntla Melika nge-18% kwaye zandise umda wengeniso ye-gross nge-5-7 yepesenti.
Imfazwe engaphantsi koShishino: Imingeni yetekhnoloji kwi-Global Capacity reshuffle
Ukwandiswa okunamandla kweQela likaLizhong kubonisa ukuba ishishini levili le-aluminiyam liphantsi kotshintsho olukhulu:
Ukuphuculwa kwe-EU anti-dumping: NgoJuni 2025, i-EU yabeka intlawulo ye-19.6% kumavili aseTshayina ase-aluminium alloy alloy, ukunyanzela iinkampani zaseShayina ukuba zikhawuleze ukuhanjiswa kwamandla okuvelisa kwi-Southeast Asia naseMexico;
I-Tesla Supply Chain Restructuring: Imodeli ye-Model Y facelift ifuna ukunciphisa i-15% kubunzima bevili. I-magnesium aluminium composite wheel hub eyenziwe ngokwezifiso kwaye iphuhliswe yiLizhong Group iye yaqinisekiswa nguTesla kwaye kulindeleke ukuba ingene kwimveliso yobuninzi kwi-2026;
Ukhuphiswano lokulawula kwimigangatho yobugcisa: Umgangatho weqela elithi "Recycled Aluminium Gold for New Energy Vehicle Wheel Hubs" ephuhliswe yinkampani iya kuphunyezwa ngoSeptemba, ukulinganisa ngokuthe ngqo kwimigangatho ye-ISO yamazwe ngamazwe.
Umngcipheko kunye nethuba zikhona: umdlalo phakathi komthamo ogqithisileyo kunye nokuphindaphinda kwetekhnoloji
Nangona umanyano lwamazwe ngamazwe luvule amathuba okukhula, inkxalabo yoshishino ayinakungahoywa: izinga lokusetyenziswa komthamo wokuvelisa ivili le-aluminiyam yasekhaya liye lehla laya kutsho kuma-68% (idatha ye-2024), kwaye ukunyuka kwabangenayo abatsha kwi-Asia-mpuma ye-Asia kunokukhokelela ekugqithiseni kommandla. Isicwangciso seLizhong Group “iprimiyamu yetekhnoloji + yexabiso lenkonzo eyongeziweyo” ivili eliphindwe kabini – ivili eliphuhlileyo eliphuhlileyo (elidityanisiweyo lokuhlola uxinzelelo kunye nokuziva umthwalo) liphumelele i-Michelin’s high-end modification order, ngokunyuka kwexabiso leyunithi enye ngama-300% xa kuthelekiswa neemveliso zemveli.
Ingxelo emibini yeeMarike zeNkunzi
Ugxininiso lwabatyali-mali bamaziko kwiqela elichasayo libonisa ukuhlukana: iimali zexesha elide ezifana ne-Tianhong Fund zinethemba lokungena kwamandla okuvelisa i-Mexican kwimarike yaseMntla Melika, ngelixa amaziko afana neCinda Securities axhalabele ngakumbi malunga nokwakhiwa kwemiqobo ye-patent kwiziko le-R & D laseThailand. Kuyafaneleka ukuba uqaphele ukuba iprojekthi eqhubekayo ye-aluminiyam ehlaziyiweyo ye-loop evaliweyo yenkampani (enezinga lokubuyisela i-aluminium ye-98%) iya kufumana i-premium eluhlaza ye-120 ye-euro ngetoni nganye ukuba iphumelele isiqinisekiso se-EU carbon tariff.
Njengoko i-automotive industry ihamba ukusuka kumbane ukuya kwi-intelligence, amavili e-aluminium alloy avela "kumacandelo asebenzayo" ukuya "kubathwali bedatha". Umthamo wemveliso wehlabathi jikelele weLizhong Group ayiyompumelelo nje ukusuka kwimveliso yemveli ukuya kwimveliso ekrelekrele ephezulu, kodwa ikwayimicrocosm yezixhobo eziphezulu zase China eziya kwihlabathi jikelele. Olu tshintsho lwemizi-mveliso, oluqale ngamavili, lunokuba luhlengahlengisa ubume bamandla ekhonkco lokubonelela ngeemoto zehlabathi.
Ixesha lokuposa: Jul-04-2025