Gulu la Lizhong lakwaniritsa china chofunikira kwambiri pamasewera apadziko lonse lapansi azitsulo zotayidwamawilo. Pa Julayi 2, kampaniyo idaulula kwa osunga ndalama kuti malo a fakitale yachitatu ku Thailand adagulidwa, ndipo gawo loyamba la projekiti ya 3.6 miliyoni yopepuka yopepuka ku Monterey, Mexico idayamba kupanga. Gawo lachiwiri likukonzekera kumasula mphamvu zopanga mu gawo lachitatu la 2025. Zochita izi sizimangolimbitsa mapu ake a "Thailand + Mexico" omwe amapangidwa ndi zigawo ziwiri, komanso amalowetsa mozama machitidwe apamwamba a ku China opanga magalimoto oyendetsa galimoto padziko lonse lapansi, ndikupereka njira yatsopano yothetsera zolepheretsa malonda ndi kupititsa patsogolo mafakitale.
Southeast Asian Production Base: kuchokera ku kupsinjika kwamitengo kupita kumtunda wapamwamba waukadaulo
Maonekedwe a Lizhong Group ku Thailand amaposa malingaliro akale akukula kwa mphamvu. Malo omwe agulidwa kumene ndi nyumba za fakitale zidzagwiritsidwa ntchito pomanga malo ophatikizika ofufuza ndi chitukuko ndi mafakitale anzeru, ndikuyang'ana kwambiri zaukadaulo wopepuka wamawilo amagetsi atsopano. Fakitale yachitatu ku Thailand ikayamba kugwira ntchito, mphamvu zopangira zakomweko zizikwera mpaka mayunitsi 8 miliyoni pachaka, mogwirizana ndi mfundo zaboma zamagalimoto amagetsi atsopano (ndi ndalama zolipirira 150000 Thai baht pagalimoto), zomwe zimatha kufalikira kumisika yaku Southeast Asia ndi Europe. Ndizofunikira kudziwa kuti mzere wopangira makina opangira makina opangidwa ndi kampaniyo wapeza mphamvu zokolola za 420MPa pa gudumu la magudumu, lomwe ndi 60% lokwera kuposa njira zoponyera zachikhalidwe ndipo limawonetsa mwachindunji miyezo yamagalimoto apamwamba aku Europe.
Kuthekera kwa Mexico: 'Njira Yapafupi Yam'mphepete mwa nyanja' yothetsa Vuto la Zamalonda ku North America
Gawo loyamba la polojekiti ya Monterrey ku Mexico lakwanitsa kupanga mayunitsi 1.8 miliyoni, ndipo zinthuzo zimaperekedwa makamaka kumakampani agalimoto aku North America monga Tesla ndi General Motors. Gawo lachiwiri litayamba kugwira ntchito, mphamvu zonse zopanga zidzafika mayunitsi 3.6 miliyoni, omwe amatha kuphimba 30% yazomwe zimafunikira pamsika waku US. Maziko ake amatengera mtundu wa "zopanga zam'mphepete mwa nyanja + zogulira m'malo": 60% ya aluminiyamu imachokera kwa ogulitsa aku Mexico (kupulumutsa 12% mitengo yamitengo poyerekeza ndi yochokera ku China), ndipo 40% ya aluminiyamu yobwezeretsanso imachokera ku malo obwezeretsanso kumwera chakumadzulo kwa United States, kupanga zotchinga ziwiri za "carbon" CITIC Securities ikuyerekeza kuti kamangidwe kameneka kakhoza kuchepetsa mtengo wokwanira wotumizira zinthu ku North America ndi 18% ndikuwonjezera phindu lonse ndi 5-7 peresenti.
Nkhondo ya Undercover Industrial: Zovuta Zaukadaulo mu Global Capacity Reshuffle
Kukula koopsa kwa Lizhong Gulu kukuwonetsa kuti makampani opanga ma aluminium aloyi akusintha kwambiri:
Kukwezedwa kwa EU anti-dumping: Mu June 2025, EU inapereka msonkho wa 19.6% pa mawilo a aluminiyamu a ku China, kukakamiza makampani aku China kuti afulumizitse kutumiza mphamvu zopangira ku Southeast Asia ndi Mexico;
Kukonzanso kwa Tesla Supply Chain: Mtundu wa Model Y facelift umafunika kuchepetsa 15% kulemera kwa magudumu. Chipinda cha magnesium aluminium composite wheel chimasinthidwa makonda ndikupangidwa ndi Lizhong Gulu chatsimikiziridwa ndi Tesla ndipo chikuyembekezeka kulowa mukupanga misa mu 2026;
Mpikisano wolamulira pamiyezo yaukadaulo: Gulu la "Recycled Aluminium Gold for New Energy Vehicle Wheel Hubs" lopangidwa ndi kampaniyo lidzakhazikitsidwa mu Seputembala, molunjika motsutsana ndi miyezo yapadziko lonse ya ISO.
Chiwopsezo ndi mwayi zimakhalira limodzi: masewera pakati pa kuchulukirachulukira ndi kubwereza kwaukadaulo
Ngakhale kudalirana kwa mayiko kwatsegula mwayi wokulirapo, zovuta zamakampani sizinganyalanyazidwe: kuchuluka kwa kagwiritsidwe ntchito ka magudumu a aluminiyamu aloyi watsika mpaka 68% (deta ya 2024), komanso kuchuluka kwa omwe alowa kumene ku Southeast Asia kungayambitse kuchulukira kwa zigawo. Njira ya Lizhong Group ndi "technology premium + service value-added" dual wheel drive - malo ake opangira mawilo anzeru (kuwunika kophatikizika kwa tayala ndikuzindikira katundu) yapambana dongosolo losintha la Michelin, ndikukweza mtengo umodzi wa 300% poyerekeza ndi zinthu zakale.
Nkhani Zapawiri za Capital Markets
Cholinga cha osunga ndalama m'mabungwe pagulu lotsutsa akuwonetsa kusiyanitsa: ndalama zanthawi yayitali monga Tianhong Fund ali ndi chiyembekezo chokhudza kulowa kwa mphamvu zake zopanga zaku Mexico ku msika waku North America, pomwe mabungwe monga Cinda Securities akuda nkhawa kwambiri ndi kumangidwa kwa zotchinga zapatent ku R&D pakati pa Thailand. Ndizofunikira kudziwa kuti projekiti yomwe ikupitilizabe kupangidwanso ndi aluminiyamu yotsekeka (yokhala ndi 98%) ilandila mtengo wobiriwira wa mayuro 120 pa tani ngati idutsa chiphaso cha EU carbon tariff.
Pamene makampani amagalimoto akuyenda kuchokera kumagetsi kupita ku nzeru, mawilo a aluminiyamu aloyi akusintha kuchokera ku "zigawo zogwira ntchito" kupita ku "zonyamula deta". Gulu la Lizhong lomwe likupanga padziko lonse lapansi silimangoyenda bwino kuyambira pakupanga zinthu zakale kupita pakupanga mwanzeru kwambiri, komanso chida champhamvu kwambiri cha China chomwe chikupita padziko lonse lapansi. Kusintha kwa mafakitale kumeneku, komwe kunayamba ndi mawilo, kungakhale kukonzanso dongosolo lamagetsi lapadziko lonse lapansi loperekera magalimoto.
Nthawi yotumiza: Jul-04-2025