I-Lizhong Group izuze elinye igxathu elibalulekile emdlalweni womhlaba wonke weingxube ye-aluminiumamasondo. Ngomhla zi-2 kuJulayi, inkampani idalule kubatshalizimali bezikhungo ukuthi indawo yefekthri yesithathu eThailand isithengiwe, futhi isigaba sokuqala sephrojekthi yamasondo e-ultra lightweight eyizigidi ezingu-3.6 eMonterey, eMexico isiqalile ngokusemthethweni ukukhiqiza. Isigaba sesibili sihlela ukukhulula umthamo wokukhiqiza engxenyeni yesithathu ka-2025. Lolu chungechunge lwezenzo aluqinisi nje kuphela imephu yamandla yokukhiqiza eqhutshwa kabili “e-Thailand+Mexico”, kodwa futhi lushumeka ngokujulile amathenda okukhiqiza ase-China asezingeni eliphezulu ochungechungeni lwemboni yezimoto zamandla amasha emhlabeni, luhlinzeka ngepharadigm entsha yokubhekana nemingcele yokuhweba kanye nokuthuthukiswa kwezimboni.
Isisekelo sokukhiqiza saseNingizimu-mpumalanga ye-Asia: ukusuka ekucindezelekeni kwezindleko ukuya endaweni ephakeme yezobuchwepheshe
Ukuhlelwa kweqembu le-Lizhong e-Thailand kulidlula kude i-logic evamile yokwandisa umthamo. Izakhiwo ezisanda kuthengwa zomhlaba nezefekthri zizosetshenziselwa ukwakha izikhungo zocwaningo nentuthuko ezididiyelwe kanye nezimboni ezihlakaniphile, kugxilwe empumelelweni yobuchwepheshe obungasindi bamasondo ezimoto ezintsha ezisebenza ngamandla. Ngemuva kokuthi imboni yesithathu eThailand isiqalile ukusebenza, amandla okukhiqiza asekhaya azokhuphuka afinyelele ezigidini eziyisi-8 ngonyaka, ngokuhambisana nenqubomgomo kahulumeni wasekhaya yoxhaso lwezimoto ezintsha zamandla (ngomxhaso omkhulu we-150000 Thai baht ngemoto ngayinye), engasakaza ezimakethe zaseNingizimu-mpumalanga Asia naseYurophu. Kuyaphawuleka ukuthi ulayini wokukhiqiza oyinhlanganisela wokuphotha owethulwe yinkampani usuzuze amandla angu-420MPa ehabhu lamasondo, eliphakeme ngo-60% kunezinqubo zokulingisa zendabuko futhi elibeka ngokuqondile izilinganiso zezinhlobo zezimoto zase-Europe ezisezingeni eliphezulu.
Amandla e-Mexico: 'Isu Lase-Nearshore' Lokunqamula Ingqinamba Yezohwebo YaseNyakatho Melika
Isigaba sokuqala sephrojekthi yaseMonterrey eMexico sizuze amandla aphelele okukhiqiza amayunithi ayizigidi eziyi-1.8, futhi imikhiqizo ihlinzekwa ikakhulukazi ezinkampanini zezimoto zaseNyakatho Melika njengeTesla kanye neGeneral Motors. Ngemuva kokuthi isigaba sesibili siqale ukusebenza, umthamo wokukhiqiza usuwonke uzofinyelela kumayunithi ayizigidi ezi-3.6, ongamboza u-30% wesidingo sehabhu lamasondo angasindi emakethe yaseMelika. Isisekelo samukela imodeli "yokukhiqiza+ngasogwini+ukuthengwa kwendawo": u-60% we-aluminium uvela kubahlinzeki bendawo e-Mexico (yonga amanani entengo angu-12% uma kuqhathaniswa nezinto ezithengwayo ezivela e-China), kanti u-40% we-aluminium egaywe kabusha uvela ezikhungweni zokugaywa kabusha eziseningizimu-ntshonalanga ye-United States, okwenza inhlawulo embaxambili ye-carbon "carbon" I-CITIC Securities ilinganisela ukuthi lesi sakhiwo samandla okukhiqiza singanciphisa izindleko eziphelele zokuthunyelwa kwemikhiqizo yaseNyakatho Melika ngo-18% futhi kwenyuse umkhawulo wenzuzo yonke ngamaphesenti angu-5-7.
Impi Engaphansi Kwezimboni: Izinselele Zezobuchwepheshe ekushintsheni kabusha kweGlobal Capacity
Ukwanda okunamandla kwe-Lizhong Group kukhombisa ukuthi imboni yamasondo e-aluminium alloy inezinguquko ezinqala:
Ukuthuthukiswa kwe-EU anti-dumping: NgoJuni 2025, i-EU yabeka intela engu-19.6% kumasondo e-aluminium alloy aseShayina, okuphoqa izinkampani zaseShayina ukuthi zisheshise ukudluliselwa kwamandla okukhiqiza eNingizimu-mpumalanga ye-Asia naseMexico;
Ukuhlelwa Kabusha Kwe-Tesla Supply Chain: Imodeli ye-Model Y yokuphakamisa ubuso idinga ukuncishiswa kwesisindo sesondo ngo-15%. I-magnesium aluminium composite wheel hub eyenziwe ngokwezifiso futhi yathuthukiswa yiLizhong Group iqinisekiswe nguTesla futhi kulindeleke ukuthi ingene ekukhiqizeni ngobuningi ngo-2026;
Ukuncintisana kokubusa ezindinganisweni zobuchwepheshe: Izinga leqembu elithi “Recycled Aluminium Gold for New Energy Vehicle Wheel Hubs” elithuthukiswe inkampani lizosetshenziswa ngoSepthemba, lilinganiswa ngokuqondile namazinga e-ISO wamazwe ngamazwe.
Ubungozi nethuba kuhlangene: umdlalo ophakathi komthamo oweqile kanye nokuphindaphindwa kwezobuchwepheshe
Nakuba ukuhwebelana kwembulunga yonke kuvule amathuba okukhula, izinkathazo zezimboni azinakuzitshwa: izinga lokusebenzisa amandla okukhiqiza amasondo e-aluminium alloy yasekhaya lehle laya ku-68% (idatha ka-2024), futhi ukwanda kwabasanda kungena e-Southeast Asia kungase kuholele ekutheni isifunda sibe namandla ngokweqile. Isu le-Lizhong Group “i-technology premium+service value-added” dual wheel drive – ihabhu layo lamasondo elikhaliphile elithuthukisiwe (ukuqapha umfutho wesondo okudidiyelwe kanye nokuzwa umthwalo) liwine i-oda le-Michelin lokushintsha elisezingeni eliphezulu, ngokukhuphuka kwentengo yeyunithi eyodwa ngo-300% uma kuqhathaniswa nemikhiqizo yakudala.
Ukulandisa Okubili Kwezimakethe Zemali
Ukugxila kwabatshalizimali bezikhungo eqenjini eliphikisayo kubonisa umehluko: izimali zesikhathi eside ezifana ne-Tianhong Fund zinethemba lokungena kwamandla okukhiqiza e-Mexico emakethe yaseNyakatho Melika, kuyilapho izikhungo ezifana ne-Cinda Securities zikhathazeke kakhulu ngokwakhiwa kwezithiyo zelungelo lobunikazi esikhungweni se-R&D saseThailand. Kuyaphawuleka ukuthi iphrojekthi yenkampani eqhubekayo eyenziwe kabusha ye-aluminium evaliwe (enenani lokubuyisela i-aluminium engu-98%) izothola i-premium eluhlaza yama-euro angu-120 ngethani ngalinye uma iphasisa isitifiketi se-EU carbon tariff.
Njengoba imboni yezimoto isuka ekufakeni ugesi iye kobuhlakani, amasondo e-aluminium alloy ayashintsha ukusuka “ezingxenyeni ezisebenzayo” kuya “kubaphathi bedatha”. Ukunciphisa umthamo wokukhiqiza we-Lizhong Group emhlabeni jikelele akukona nje kuphela ukuphumelela kusukela ekukhiqizeni okujwayelekile kuya ekukhiqizeni okuhlakaniphile okusezingeni eliphezulu, kodwa futhi kuyi-microcosm yemishini yaseChina esezingeni eliphezulu ehamba emhlabeni jikelele. Le nguquko yezimboni, eyaqala ngamasondo, ingase ilungise kabusha ukwakheka kwamandla ochungechungeni lokuhlinzekwa kwezimoto emhlabeni wonke.
Isikhathi sokuthumela: Jul-04-2025