Ⅰ） Kuwunikanso zamtengo wapatali wa zida za aluminiyamu mu maloboti a humanoid
1.1 Kupambana kwa Paradigm pakuwongolera kupepuka komanso magwiridwe antchito
Aluminiyamu aloyi, ndi kachulukidwe 2.63-2.85g/cm ³ (gawo limodzi mwa magawo atatu a zitsulo) ndi mphamvu yeniyeni pafupi ndi chitsulo chapamwamba, chakhala maziko a maloboti opepuka a humanoid. Zochitika zenizeni zikuwonetsa:
Zhongqing SE01 idapangidwa ndi kalasi ya ndegezitsulo zotayidwandipo akhoza kukwaniritsa kutsogolo kutsogolo pansi kulemera okwana 55kg. The makokedwe pazipita wa pachimake olowa ukufika 330 N · m;
Yushu G1 imatengera kapangidwe ka aluminium + kaboni fiber composite, yolemera 47kg yokha, katundu wa 20kg, ndi maola angapo a 4. Makokedwe olowa m'chiuno amafika 220N · m.
Kupanga kopepuka kumeneku sikungochepetsa mphamvu yogwiritsira ntchito mphamvu, komanso kumapangitsanso kwambiri kusinthasintha kwa kayendetsedwe kake ndi mphamvu zolemetsa.
1.2 Chisinthiko chogwirizana chaukadaulo wokonza ndi zida zovuta
Aluminiyamu alloy amathandiza njira zosiyanasiyana monga kuponyera, forging, ndi extrusion, ndipo angagwiritsidwe ntchito popanga zinthu zovuta monga mafupa ndi zipolopolo. Nyumba yolumikizirana yamagalimoto ya Yushu Robot imapangidwa ndi aluminiyamu yolondola kwambiri, ndikukwaniritsa kulondola kwa makina a micrometer. Kuphatikizidwa ndi ukadaulo wokhathamiritsa wa topology (monga kapangidwe ka phazi / kolumikizira kophatikizana kwa Zhongqing SE01), moyo wazinthu ukhoza kupitilira zaka 10, kutengera zofunikira zamphamvu zamafakitale.
1.3 Kupititsa patsogolo Mphamvu Zambiri Zogwira Ntchito
Kutentha kwamafuta: Kutentha kwa 200W / m · K kumatsimikizira kugwira ntchito kokhazikika kwa chipangizo chachikulu chowongolera;
Kukana kwa dzimbiri: Kusanjikiza kwa okusayidi pamwamba kumapangitsa kuti ikhale yabwino kwambiri m'malo a chinyezi, acidic ndi zamchere;
Kugwirizana kwamagetsi: Aluminium magnesium alloys amawonetsa zabwino zapadera m'malo ovuta amagetsi.
Ⅱ） Kuwunika kwachulukidwe kwa kukula kwa msika komanso kukula kwachuma
2.1 Kuneneratu za kuphulika kofunikira
Nthawi yochepa: Monga "chaka choyamba cha kupanga kwakukulu" mu 2025, zikuyembekezeredwa kuti voliyumu yotumizira padziko lonse idzafika mayunitsi a 30000 (chiwerengero chosungira), kuyendetsa kufunikira kwa aluminiyumu pafupifupi 0.2%;
Nthawi yayitali: Pofika chaka cha 2035, kupanga kwapachaka kwa maloboti a humanoid kumatha kufika mayunitsi 10 miliyoni, ndipo kufunikira kwa aluminiyamu kukuyembekezeka kufika matani 1.13 miliyoni pachaka (CAGR 78.7%).
2.2 Kuwonongeka Kwakuya kwa Mtengo Wopikisana Naye
Chuma: Mtengo wa aluminiyamu aloyi ndi 1/5-1 / 3 ya carbon fiber, kuti ikhale yoyenera kupanga zazikulu;
Magnesium aluminiyamu m'malo logic: Chiyerekezo chamtengo wamakono wa magnesium aluminium ndi 1.01, koma kukwera mtengo kwamankhwala apansi a magnesium kumafooketsa mwayi wake wosagwira ntchito. Ma aluminiyamu aloyi akadali ndi zabwino zambiri pakupanga kwakukulu komanso kukhwima kwa chain chain.
Ⅲ） Kuzindikira mozama pazovuta zaukadaulo komanso njira zotsogola
3.1 Inter generational iteration of material properties
Semi solid aluminium alloy: kafukufuku ndi chitukuko kuti apititse patsogolo mphamvu ndi kulimba, kuzolowera zovuta zamapangidwe;
Ntchito zophatikizika: aluminium + kaboni fiber (Yushu H1), aluminiyamu + PEEK (zigawo zolumikizana) ndi njira zina zoyendetsera ntchito ndi mtengo.
3.2 Kufufuza mozama za kuwongolera mtengo
Kuchuluka kwa zinthu zotayidwa kumachepetsa mtengo, koma kumafuna kupititsa patsogolo njira zochizira pamwamba pa ma aloyi a magnesium aluminium;
Kuyerekeza kwazinthu zina: PEEK zinthu zimakhala ndi mphamvu zenizeni nthawi 8 kuposa aluminiyamu, koma ndizokwera mtengo komanso zoyenera pazigawo zazikuluzikulu monga zolumikizira.
Ⅳ） Zofunikira za Mwayi Wogwiritsa Ntchito mu Core Race
4.1 Maloboti Amakampani ndi Maloboti Ogwirizana
•Zofunika zakuthupi: Opepuka + Mphamvu yayikulu (malo olumikizirana / kutumiza / chipolopolo)
•Ubwino wampikisano: Aluminium alloy imalowa m'malo mwachitsulo chachikhalidwe, imachepetsa kulemera kwa 30%, ndikuwonjezera moyo wotopa nthawi 2.
•Malo amsika: Pofika chaka cha 2025, msika wamaloboti wapadziko lonse lapansi udzapitilira $ 50 biliyoni, ndipo kuchuluka kwa aluminiyamu yamphamvu kwambiri kudzakwera ndi 8-10% pachaka.
4.2 Economy yotsika kwambiri (magalimoto apamlengalenga osayendetsedwa / eVTOL)
• Kufananiza magwiridwe antchito: 6N grade ultra-high purity aluminiyamu imakwaniritsa zopambana ziwiri mu mphamvu ndi chiyero, kuchepetsa kulemera kwa mabulaketi/mabokosi ndi 40%
•Kuchulukirachulukira kwa mfundo: Mlingo wa mabiliyoni otsika kwambiri pazachuma, ndi chandamale cha 70% kuchuluka kwazinthu zakumalo
• Malo oyambilira: Kukula kwa mizinda yoyendetsa ndege zamatauni kufika pa 15
4.3 Kupanga Zamlengalenga Zamalonda
• Malo akhadi laukadaulo:2-mndandanda wa aluminiyamu aloyiwadutsa chiphaso chamlengalenga, ndipo mphamvu ya mphete yopangira mphete imafika 700MPa
•Mwayi wapaintaneti: Kukhazikitsa ma roketi achinsinsi kumawonjezeka ndi 45% pachaka, ndipo kuyika kwa zida zapakati kumafulumizitsa kulowetsa m'malo.
•Strategic Value: Osankhidwa kuchokera pamndandanda wamakampani otsogola otsogola ambiri apamlengalenga
4.4 Unyolo Wamakampani Akuluakulu Apanyumba
• Kupambana kwina: Zida za 6N grade aluminiyamu zadutsa chiphaso cha C919 airworthiness certification, m'malo mwa 45% ya zotuluka kunja
• Chiyerekezo chofuna: Zikwi za ndege zankhondo + zofufuza ndi chitukuko chandege zokulirapo, ndi chiwonjezeko chapachaka chopitilira 20% pakufunika kwa zida zapamwamba za aluminiyamu
•Strategic positioning: Zida zazikulu monga thupi/ma rivets amakwaniritsa kuwongolera kwathunthu kwa unyolo
Ⅴ） Zoneneratu zosokoneza zam'tsogolo komanso momwe mungagwiritsire ntchito
5.1 Kulowa mozama m'magawo ofunsira
Kupanga mafakitale: Tesla Optimus akufuna kupanga magulu ang'onoang'ono pofika chaka cha 2025, pogwiritsa ntchito 7 mndandanda wa aluminiyamu aloyi posankha batire la fakitale;
Utumiki/Zachipatala: Kuphatikiza kwa khungu lamagetsi ndi masensa osinthika kumayendetsa kukweza kwa kulumikizana kwa makompyuta a anthu, ndipo kufunikira kwa aluminiyumu monga gawo lachipangidwe kukukula molumikizana.
5.2 Kupititsa patsogolo luso lophatikiza ukadaulo
Kuphatikizika kwazinthu: Kulinganiza magwiridwe antchito ndi mtengo ndi ziwembu monga aluminium+carbon fiber ndi aluminium+PEEK;
Kukwezera ndondomeko: Ukadaulo wa Precision die-casting umathandizira kuphatikiza zigawo, ndipo Merisin wagwirizana ndi Tesla ndi Xiaomi kupanga zida zoponya ma robot.
Ⅵ） Kutsiliza: Kusasinthika ndi Mwayi Wogulitsa Zinthu za Aluminium
6.1 Strategic Value Repositioning
Aluminiyamu yakhala chisankho chosapeŵeka pamapangidwe apamwamba a maloboti a humanoid chifukwa cha kupepuka kwake, mphamvu zake zazikulu, kukonza kosavuta, komanso phindu lake. Ndi kuwonjezereka kwaukadaulo ndi kuphulika kwa kufunikira, ogulitsa aluminiyumu (monga Mingtai Aluminium ndi Nanshan Aluminium) ndi makampani a robotic omwe ali ndi kafukufuku wazinthu ndi chitukuko (monga Yushu Technology) adzabweretsa mwayi wotukuka.
6.2 Kayendetsedwe ka Ndalama ndi Malingaliro Oyang'ana Patsogolo
Kanthawi kochepa: Yang'anani pa mwayi wopeza ndalama womwe umabweretsedwa ndi kukweza ukadaulo wa aluminiyamu (monga kafukufuku ndi chitukuko cha aluminiyamu ya theka-solid), kupanga kwakukulu, ndi kuphatikiza unyolo wamafakitale;
Kwanthawi yayitali: Kupanga makampani amaloboti omwe ali ndi luso lofufuza ndi chitukuko, komanso zopindulitsa zomwe zimabwera chifukwa cha kupambana kwa njira zochiritsira za magnesium aluminium alloy surface.
Ⅶ） Sharp Point of View: Aluminium Hegemony mu Industrial Gaming
Mu funde la kusintha opepuka, aluminiyamu salinso kusankha zinthu, komanso chizindikiro cha mafakitale mphamvu nkhani. Ndi kukhwima komanso kutsatsa kwachangu kwaukadaulo wa loboti ya humanoid, masewerawa pakati pa opanga ma aluminiyamu ndi opanga maloboti awonetsa kusintha kwamakampani. M'masewerawa, makampani omwe ali ndi nkhokwe zakuya zaukadaulo komanso luso lophatikizira zophatikizira zophatikizira azidzayang'anira, pomwe makampani omwe ali ndi mphamvu zowongolera zotsika mtengo komanso ukadaulo wocheperako akhoza kuchepetsedwa. Otsatsa amafunika kumvetsetsa momwe kusintha kwamafakitale akusinthira ndikukhazikitsa mabizinesi otsogola okhala ndi mpikisano wofunikira kuti agawane zopindula zakusintha kopepuka.
Nthawi yotumiza: Mar-28-2025