Ntiaj teb no thiab Tuam Tshoj Market Txheej txheem cej luam: Tam sim no Status thiab Forecasts
Ntiaj teb no kev ua lag luam: Kev loj hlob tsis tu ncua, Tuam Tshoj coj tus thawj coj
Raws li cov ntaub ntawv los ntawm Jianleshangbo (168Report), lub ntiaj teb no kev lag luam rau yob txoj kev tshuab yog kwv yees kwv yees li US $ 543 lab (sib npaug rau RMB 3.9 billion) nyob rau hauv 2024. Daim duab no yog kwv yees kom ncav cuag US $ 728 lab los ntawm 2031, sawv cev rau ib tug Compound Annual Growth Rate (CAGR) ntawm 42-10%. Kev loj hlob ntawm kev lag luam feem ntau yog tsav los ntawm kev nthuav dav hauv kev tsim kho thiab cov khoom siv hauv tsev, kev tsim tsheb, thiab cov khoom siv hluav taws xob tshiab. Ntawm cov no, automotive sector yog qhov loj tshaj plaws daim ntawv thov scenario, accounting rau kwv yees li 20% ntawm lub ntiaj teb no ua lag luam feem.
Los ntawm cov kev xav hauv cheeb tsam, Tuam Tshoj yog lub ntiaj teb kev lag luam loj tshaj plaws rau yob txoj kev tshuab, tuav ib feem ntawm kwv yees li 21%, ua raws li North America (17%) thiab Europe (15%). Lub zog ntawm Tuam Tshoj kev lag luam stems los ntawm ob yam tseem ceeb: ua ntej, kev nqis peev hauv vaj tse thiab kev tsim kho vaj tse yog tsav kev thov rau kev tsim kho profiles (xws li C-channel steel thiab xim-coated steel sheets); thiab qhov thib ob, qhov nce ntim ntawm cov tswv cuab tsheb- ua ke nrog kev loj hlob tawg ntawm kev lag luam tshiab lub zog tsheb (NEV) kev lag luam- yog qhov xav tau rau kev ua cov yob- cov khoom tsim, xws li cov khoom siv lub cev thiab cov roj teeb.
Tuam Tshoj Kev Ua Lag Luam: Kev nthuav dav sai thiab qhov txawv txav mus rau siab - Cov Khoom Siv Kawg **
Kev loj hlob tus nqi ntawm Suav lag luam ho ntau tshaj qhov nruab nrab ntiaj teb no. Kev lag luam loj yog kwv yees kom ncav cuag RMB 50 billion los ntawm 2025 (ib daim duab uas suav nrog cov cuab yeej tshwj xeeb rau niche ntu xws li lithium roj teeb yob tsim), qhia txog CAGR ntawm kwv yees li 12% ntawm 2020 thiab 2025. Los ntawm 2030, kev ua lag luam xav tias yuav dhau RMB 50 billions forecasting (nrog rau qee qhov kev qhia loj. siab- cov khoom siv kawg yog kwv yees kom suav txog ntau dua 45% ntawm tag nrho cov khoom lag luam.
Nyob rau hauv cov lag luam tshwj xeeb, lithium roj teeb yob txoj kev tsim cov cuab yeej tau tshwm sim los ua qhov tseem ceeb ntawm kev loj hlob. Tsav los ntawm kev sib hloov mus rau qhov loj dua - cov roj teeb hluav taws xob hom, tau muaj kev xav tau loj dua - dav, kev sib xyaw yob txoj kev thiab tshuab slitting. Los ntawm 2025, kev lag luam hauv tsev rau lithium roj teeb yob tsim cov cuab yeej tau npaj kom ncav cuag RMB 4.6 billion, nrog rau cov neeg muag khoom suav nrog kev lag luam pem hauv ntej xws li Nakonor thiab Lead Intelligent. Tsis tas li ntawd, kev tsim kho thiab cov khoom siv hauv tsev tseem yog qhov kev thov loj tshaj plaws, kwv yees kwv yees li 60% ntawm Suav lag luam sib koom hauv 2025-xws li tus nqi lag luam kwv yees li RMB 30 billion.
Kev Lag Luam Kev Lag Luam Kev Lag Luam: Cov Hom Lag Luam Thoob Ntiaj Teb Dominate qhov siab -End, Cov lag luam hauv tsev ntes cov Mid - mus rau -Low End
Lub ntiaj teb no yob txoj kev tshuab ua lag luam nthuav tawm qhov kev sib tw toj roob hauv pes tsim los ntawm "cov khoom lag luam thoob ntiaj teb monopolizing lub siab- kawg ntu, thaum cov tuam txhab lag luam hauv tsev loj hlob hauv nruab nrab - mus rau - qis kawg ":
Kev Lag Luam Thoob Ntiaj Teb: Feem ntau yog nyob hauv Europe, Tebchaws Asmeskas, thiab Nyij Pooj, cov tuam txhab no muaj cov thev naus laus zis thev naus laus zis (xws li siab -cov txheej txheem yob tsim thiab kev tswj xyuas ntse). Cov tuam txhab sawv cev suav nrog Ltalis Gasparini SpA, Lub Tebchaws Yelemees DREISTERN, thiab US -raws li Formtek (Mestek). Lub kaum sab saum toj thoob ntiaj teb cov tuam txhab koom ua ke tuav 35% feem ntawm lub ntiaj teb kev ua lag luam, feem ntau ua haujlwm rau cov haujlwm nrog siab - qhov yuav tsum tau muaj tseeb- xws li high-end automotive structural Cheebtsam thiab aerospace. IV. Txoj Kev Txhim Kho Kev Lag Luam tseem ceeb
Technology Pem hauv ntej: Sib sib zog nqus kev txawj ntse thiab txheej txheem kev koom ua ke
Intelligent Upgrades: Daim ntawv thov kev lag luam 4.0 thiab IoT thev naus laus zis yog tsav kev hloov pauv ntawm cov cuab yeej mus rau "kev tsim khoom tsis muaj neeg siv." Piv txwv suav nrog kev siv PLC tswj cov txheej txheem los pab kom tsis siv neeg qhov kev ua kom zoo dua qub thiab tiag tiag - lub sijhawm saib xyuas ntawm kev ua tiav; Tsis tas li ntawd, qee qhov siab - cov cuab yeej kawg tam sim no muaj qhov ua yuam kev ua ntej- ceeb toom thiab kev ua haujlwm nyob deb thiab kev tu lub peev xwm.
Integrated Forming: Lub peev xwm ntawm kev ua haujlwm tau nthuav dav tshaj qhov yooj yim yob txoj kev los ua kom muaj cov txheej txheem sib xyaw xws li "forming + xuas nrig ntaus + vuam + txiav." Piv txwv li, yob txoj kev tshuab rau photovoltaic mounting brackets tam sim no sib koom ua haujlwm xuas nrig ntaus rau qhov chaw, thaum yob cov khoom siv rau lithium- ion roj teeb tau kho dua tshiab rau "kev sib xyaw yob txoj kev sib sau thiab slitting tshuab," uas ua rau kev txhim kho kev tsim khoom ntau dua 30%.
Khoom pem hauv ntej: Customization thiab dav -Format Peev xwm ua Mainstream
Customized Solutions: Kev thov nce ntxiv los ntawm cov neeg siv khoom qis rau cov khoom tshwj xeeb- zoo li tus profiles thiab cov khoom lag luam nrog cov ntoo khaub lig tshwj xeeb- ntu yog tsav cov tuam txhab tsim khoom los muab "tsim- ntawm-xav tau" cov kev pabcuam. Piv txwv suav nrog kev lag luam tsheb tsim cov txheej txheem tshwj xeeb yob raws li cov qauv tsheb tshwj xeeb, thiab kev tsim kho kev lag luam hloov cov khoom siv kom haum rau hom tshiab profile, xws li photovoltaic mounting brackets.
Kev tawg hauv Dav- Cov Khoom Siv: Raws li cov khoom xws li cov roj teeb hluav taws xob hluav taws xob thiab cov thawv ntim khoom sib txawv mus rau qhov loj dua, qhov dav - cov khoom siv yob txoj kev sib sau (1500mm dav) tau dhau los ua cov peev txheej tsawg. Tam sim no, tsuas yog ob peb lub lag luam hauv tsev (xws li Nakonor) muaj peev xwm tsim khoom loj ntawm cov khoom siv; yav tom ntej, cov dav - cov tshuab hom yuav tsum maj mam hloov cov cuab yeej ib txwm siv hauv 950-1300mm. Green Initiatives: Innovations in Energy-Kev Tsim Kho Kom Zoo thiab Cov Khoom Siv Zoo
Kev siv hluav taws xob-Txuag thev naus laus zis: Kev txais yuav qis- lub zog tsav thiab cov tshuab xa hluav taws xob tau zoo tau txo cov khoom siv hluav taws xob los ntawm kwv yees li 15% mus rau 20%; Tsis tas li ntawd, qee qhov kev lag luam tab tom tsim eco- cov txheej txheem lubrication tus phooj ywg kom txo cov pa phem thaum lub sij hawm ua cov hlau ua haujlwm.
Kev hloov kho rau cov ntaub ntawv sib zog: Cov txheej txheem tshwj xeeb yob- tsim cov txheej txheem- xws li qis- qhov kub thiab txias thiab tiv thaiv - cov menyuam cov qauv tsim- tau raug tsim los kom haum rau cov khoom siv hnyav xws li aluminium alloys thiab carbon fiber, yog li ua tau raws li cov khoom siv ua haujlwm ntawm cov haujlwm xws li lub zog tshiab thiab aerospace.
Kev Ua Lag Luam Dynamics: Ib txhij nthuav dav ntawm Exports thiab Kev Hloov Chaw Hauv Cheeb Tsam
Kev loj hlob ntawm Export Share: Lub ntim ntawm yob- tsim cov tshuab xa tawm los ntawm Tuam Tshoj yog kwv yees kwv yees li 25% ntawm tag nrho cov khoom tsim tawm hauv xyoo 2025; Daim duab no yuav tsum nce mus rau 35% los ntawm 2030. Kev xa tawm feem ntau yog coj mus rau cov teb chaws raws li "Belt and Road" teg num (xws li cov nyob rau sab hnub tuaj Asia thiab Middle East), uas cov tuam txhab lag luam suav tau ntes cov lag luam hauv cov lag luam tawm tshiab los ntawm kev siv lawv cov kev sib tw kom zoo dua ntawm cov nqi -kev ua tau zoo.
