Otu Lizhong enwetala ihe dị mkpa ọzọ dị mkpa na egwuregwu zuru ụwa ọnụ nkealuminum alloywiil . Na July 2nd, ụlọ ọrụ kpughere institutional investors na ala nke atọ factory na Thailand a zụtara, na nke mbụ akụkụ nke 3.6 nde ultra fechaa wiil oru ngo na Monterey, Mexico ka eze malite mmepụta. Nke abụọ na-adọ na-ezube tọhapụ mmepụta ikike na nke atọ nkeji iri na ise nke 2025. Usoro nke omume bụghị nanị na-ewusi ya "Thailand + Mexico" dual isi chụpụrụ mmepụta ikike map, ma miri embeds China elu-ọgwụgwụ n'ichepụta tentacles n'ime zuru ụwa ọnụ ike ụgbọ ala ụlọ ọrụ yinye, na-enye ọhụrụ paradigm maka na-agwa okwu ahia mgbochi na ulo oru nkwalite.
Ebe nrụpụta ndịda Ebe Ọwụwa Anyanwụ Eshia: site na ịda mbà n'obi na-efu ruo ugwu teknụzụ
Nhazi nke Lizhong Group dị na Thailand karịrị nke ọdịnala ọdịnala nke mgbasawanye ikike. A ga-eji ala a zụrụ ọhụrụ na ụlọ mmepụta ihe wuo ụlọ nyocha na mmepe na ụlọ ọrụ nwere ọgụgụ isi, na-elekwasị anya na ọganihu na teknụzụ dị arọ maka ụgbọ ala ike ọhụrụ. Mgbe etinyere ụlọ ọrụ nke atọ na Thailand, ikike imepụta mpaghara ga-abawanye ruo nde 8 kwa afọ, n'ikwekọ na amụma enyemaka gọọmentị ime obodo maka ụgbọ ala ume ọhụrụ (nke nwere oke enyemaka nke 150000 Thai baht kwa ụgbọ ala), nke nwere ike ịgbasa na ndịda Ebe Ọwụwa Anyanwụ Eshia na ahịa Europe. Ọ bụ ihe kwesịrị ịrịba ama na spinning forging mejupụtara usoro mmepụta ahịrị ewebata site na ụlọ ọrụ enwetawo a mkpụrụ ike nke 420MPa maka wheel hub, nke bụ 60% elu karịa omenala nkedo usoro na ozugbo benchmarks ụkpụrụ nke elu-ọgwụgwụ European ụgbọ ala ụdị.
Ikike Mexico: 'Atụmatụ dị nso' iji mebie nsogbu azụmaahịa North America
Akụkụ mbụ nke ọrụ Monterrey na Mexico enwetala ikike nrụpụta zuru oke nke nde nkeji 1.8, a na-ebutekwa ngwaahịa ndị ahụ na ụlọ ọrụ ụgbọ ala North America dị ka Tesla na General Motors. Mgbe etinyere usoro nke abụọ n'ọrụ, ngụkọta ikike mmepụta ga-eru nkeji 3.6, nke nwere ike kpuchie 30% nke ihe achọrọ igwe kwụ ọtọ na ahịa US. Ntọala ahụ na-anabata ụdị "n'ichepụta dị n'akụkụ ala + ịzụ ahịa mpaghara": 60% nke aluminom sitere na ndị na-eweta mpaghara na Mexico (na-echekwa tarifu 12% ma e jiri ya tụnyere mbubata sitere na China), na 40% nke aluminum recycled sitere na ebe a na-emegharị ihe na ndịda ọdịda anyanwụ United States, na-eme ihe mgbochi abụọ nke "certbon + efu". CITIC Securities na-eme atụmatụ na nhazi ikike mmepụta a nwere ike ibelata ọnụ ahịa mbupụ ngwaahịa North America site na 18% wee welie oke uru site na pasent 5-7.
Agha nzuzo nke ụlọ ọrụ: Ihe ịma aka teknụzụ na ngbanwe ikike zuru ụwa ọnụ
Mgbasawanye ike nke Lizhong Group na-egosipụta na ụlọ ọrụ aluminom alloy wheel na-enwe mgbanwe dị ukwuu:
Mgbochi mgbochi EU: Na June 2025, EU nyere iwu tarifu 19.6% na wiil aluminom alloy China, na-amanye ụlọ ọrụ China ka ọ mee ngwangwa mbufe ikike mmepụta na Ndịda Ebe Ọwụwa Anyanwụ Eshia na Mexico;
Nhazigharị Chain Supply Tesla: Ụdị ihu ihu Y Model Y chọrọ mbelata 15% na arọ wheel. Igwe igwe igwe ihe mejupụtara magnesium aluminom ahaziri ma mepụta ya site na Lizhong Group bụ nke Tesla kwadoro na a na-atụ anya na ọ ga-abanye na mmepụta oke na 2026;
Asọmpi maka ịchịisi na ụkpụrụ teknụzụ: ọkọlọtọ otu “Aluminom Gold Recycled for New Energy Vehicle Wheel Hubs” nke ụlọ ọrụ ahụ mepụtara ga-emejuputa na Septemba, na-agbadata ozugbo megide ụkpụrụ ISO mba ụwa.
Ihe ize ndụ na ohere dị n'otu: egwuregwu dị n'etiti oke ike na nrụgharị teknụzụ
Ọ bụ ezie na ijikọ ụwa ọnụ emeghewo ohere uto, enweghị ike ileghara nchegbu ụlọ ọrụ anya: ọnụ ọgụgụ ojiji nke ikike mmepụta ihe n'ime ụlọ aluminom alloy agbadala ruo 68% (data 2024), na mmụba nke ndị batara ọhụrụ na Ndịda Ebe Ọwụwa Anyanwụ Eshia nwere ike ibute oke mpaghara. Atụmatụ nke Lizhong Group bụ “technology premium + uru-agbakwunyere” draịva abụọ nwere ọgụgụ isi - oghere wiil nwere ọgụgụ isi ya (nleba anya nrụgide taya na nleba anya ibu) emeriela usoro mgbanwe mgbanwe dị elu nke Michelin, yana mmụba otu ọnụ ahịa nke 300% ma e jiri ya tụnyere ngwaahịa ọdịnala.
Nkọwa nke Abụọ nke Ahịa Isi Obodo
Ebumnuche nke ndị na-etinye ego na ụlọ ọrụ na otu ndị mmegide na-egosi ọdịiche: ego ogologo oge dị ka Tianhong Fund na-enwe nchekwube banyere ntinye nke ikike mmepụta Mexico n'ime ahịa North America, ebe ụlọ ọrụ dị ka Cinda Securities na-enwe nchegbu karị banyere iwu nke ihe mgbochi patent na Thailand R & D center. Ọ dị mma ịmara na ụlọ ọrụ na-aga n'ihu na-arụ ọrụ aluminom mechiri emechi (yana ọnụego mgbake aluminom nke 98%) ga-enweta ụgwọ akwụkwọ ndụ akwụkwọ ndụ nke euro 120 kwa ton ma ọ bụrụ na ọ gafere asambodo tarifu carbon EU.
Dị ka ụlọ ọrụ ụgbọ ala na-esi na electrification gaa na ọgụgụ isi, aluminom alloy wheel na-esi na "ihe ndị na-arụ ọrụ" gaa na "ndị na-ebu data". The zuru ụwa ọnụ ike mmepụta ike bottleneck nke Lizhong Group bụghị nanị a itunanya site omenala n'ichepụta na elu-ọgwụgwụ nwere ọgụgụ isi n'ichepụta, kamakwa a microcosm nke China si elu-ọgwụgwụ ngwá na-aga zuru ụwa ọnụ. Mgbanwe nke ụlọ ọrụ mmepụta ihe, nke malitere na wiil, nwere ike na-emegharị usoro ike nke eriri ụgbọ ala zuru ụwa ọnụ.
Oge nzipu: Jul-04-2025