Ⅰ） Kuongororwazve kweiyo yakakosha kukosha kwezvinhu zvealuminium mumarobhoti ehunoid
1.1 Paradigm kubudirira mukuenzanisa huremu uye kuita
Aluminium alloy, ine density ye2.63-2.85g/cm ³ (chimwe chete muzvitatu chesimbi) uye yakasimba yakasimba padyo nesimbi yakakwira alloy, yave musimboti wezvinhu zvemarobhoti asingaremekedzi humanoid. Mhosva dzakajairika dzinoratidza:
Iyo Zhongqing SE01 yakagadzirwa negiredhi rendegealuminium alloyuye inogona kuwana kumberi flip pasi pehuremu hwakazara hwe55kg. Iyo yakanyanya torque yejoini yepakati inosvika 330 N · m;
Iyo Yushu G1 inotora aluminium + carbon fiber composite chimiro, ine huremu hwese hwe47kg chete, mutoro we20kg, uye huwandu hwemaawa mana. Iyo hip joint torque inosvika 220N · m.
Iyi dhizaini yakareruka haingodzikisi mashandisirwo emagetsi, asi zvakare inovandudza zvakanyanya kushanduka kwekufamba uye mutoro wekutakura.
1.2 Kubatana kwekushanduka kwekugadzirisa tekinoroji uye zvakaoma zvimiro
Aluminium alloy inotsigira maitiro akasiyana sekukanda, forging, uye extrusion, uye inogona kushandiswa kugadzira zvinhu zvakaomarara senge majoini nemabhomba. Iyo yakabatana mota imba yeYushu Robot yakagadzirwa nepamusoro-chaiyo aluminium alloy, inowana micrometer level machining kunyatsoita. Yakasanganiswa netopology optimization tekinoroji (senge tsoka / majoini ekusimbisa dhizaini yeZhongqing SE01), hupenyu hwezvinhu hunogona kudarika makore gumi, huchienderana nehukuru-simba hunodiwa hwemamiriro eindasitiri.
1.3 Multidimensional Empowerment of Functional Features
Thermal conductivity: A thermal conductivity ye 200W / m · K inobudirira inovimbisa kushanda kwakagadzikana kwechipi chikuru chekutonga;
Corrosion resistance: Iyo yepamusoro oxide layer inoita kuti ive yakanaka munzvimbo dzine hunyoro, acidic uye alkaline;
Electromagnetic kuenderana: Aluminium magnesium alloys inoratidza yakasarudzika mabhenefiti munzvimbo dzakaoma dzemagetsi.
Ⅱ） Quantitative kuongororwa kwehukuru hwemusika uye kukura kwekukura
2.1 Kufanotaura kwenzvimbo yakakosha yekuputika kwekuda
Nguva pfupi: Se "gore rekutanga rekugadzirwa kwakawanda" muna 2025, zvinotarisirwa kuti huwandu hwekutakura pasi rose huchasvika 30000 units (conservative estimate), ichityaira kudiwa kwealuminium inenge 0.2%;
Nguva refu: Pakazosvika 2035, kugadzirwa kwepagore kwemarobhoti ehunoid kunogona kusvika mamirioni gumi, uye kudiwa kwealuminium kunotarisirwa kusvika 1.13 miriyoni matani pagore (CAGR 78.7%).
2.2 Yakadzama Deconstruction yeMutengo Inokwikwidza Advantage
Economy: Mari yealuminium alloy inongova 1/5-1 / 3 yeiyo kabhoni fiber, ichiita kuti ive yakakodzera kugadzirwa kwakakura;
Magnesium aluminium substitution logic: Ikozvino mutengo weyero ye magnesium aluminium i1.01, asi iyo yakawedzera mutengo we magnesium pamusoro pekurapa inoderedza mutengo-kushanda kwayo mukana. Aluminium alloys achiri neakakosha mabhenefiti muhukuru-hukuru kugadzirwa uye kugovera ketani kukura.
Ⅲ） Yakapinza nzwisiso mumatambudziko etekinoroji uye mafambiro ekufambisa
3.1 Inter generational iteration yezvinhu
Semi solid aruminiyamu alloy: kutsvagisa nekusimudzira kuwedzera simba uye kuoma, kuchinjira kune yakaoma zvimiro zvinodiwa;
Composite applications: aluminium + carbon fiber (Yushu H1), aluminium + PEEK (majoint components) uye mamwe magadzirirwo kuenzanisa kuita uye mutengo.
3.2 Kunyanya kuongororwa kwemitengo yekudzora
Scale effect: Kugadzirwa kwakawanda kwezvinhu zvealuminium kunoderedza mutengo, asi kunoda budiriro mumagadzirirwo epamusoro ekurapa kwe magnesium aluminium alloys;
Alternative material kuenzanisa: PEEK zvinhu zvine simba rakananga 8 nguva yealuminium, asi inodhura uye inokodzera chete zvikamu zvakakosha zvakadai semajoini.
Ⅳ） Zvinokosha zveKushandisa Mikana muCore Races
4.1 Industrial Robots uye Collaborative Robots
•Zvinodiwa zvechishandiso: Chiremera + Simba repamusoro (majoini / kutapurirana system / goko)
•Kukwikwidza mukana: Aluminium alloy inotsiva simbi yechinyakare, inoderedza huremu neanopfuura 30%, uye inowedzera kuneta hupenyu kaviri.
•Nzvimbo yemusika: Pakazosvika 2025, misika yemarobhoti yepasi rose ichapfuura madhora 50 bhiriyoni, uye mwero wekupinda wearuminiyamu ine simba guru uchawedzera ne8-10% pagore.
4.2 Kuderera kwehupfumi hwehupfumi (motokari dzemuchadenga dzisina kutumirwa / eVTOL)
• Kuenzanisa kwekuita: 6N giredhi yekupedzisira-yakanyanya kuchena aluminium inowana mbiri mbiri musimba uye kuchena, ichidzikisa huremu hwemabhureki / keels ne40%
•Kukwidziridzwa kwePolisi: Trillion level low altitude economic track, ine tarisiro ye70% yenzvimbo yenzvimbo yezvinhu
• Growth trigger point: Kuwedzera kwemaguta ekuyedza ekufambisa kwendege kusvika ku15
4.3 Commercial Aerospace Manufacturing
• Nzvimbo yekadhi rehunyanzvi:2-yakatevedzana aluminium alloyyakapfuura chitupa che aerospace, uye simba remhete yekuumba rinosvika 700MPa
•Mikana yekugovera ketani: Yakavanzika roketi yekumisikidza frequency inowedzera ne45% pagore, uye kuwanikwa kwezvinhu zvepakati kunowedzera kutsiva.
•Strategic Value: Yakasarudzwa kubva kune inokwanisa mutengesi runyorwa rweakawanda anotungamira aerospace makambani
4.4 Mumba Hombe Ndege Indasitiri Chain
• Imwe nzira yekubudirira: 6N giredhi aluminium zvinhu zvakapfuura C919 airworthiness certification, kutsiva 45% yekunze
• Kufungidzira kwekuda: Zviuru zvezvikepe zvendege + yakakura muviri ndege yekutsvaga nekusimudzira, nekuwedzera kwepagore kweinopfuura 20% mukudiwa kwezvinhu zvepamusoro zvealuminium.
•Strategic positioning: Zvikamu zvakakosha zvakaita semuviri/rivets zvinowana kuzere cheni kuzvitonga kuzere
Ⅴ） Zvinokanganisa fungidziro dzenguva yemberi maitiro uye mamiriro ekushandisa
5.1 Kupinda kwakadzama mundima dzekushandisa
Kugadzirwa kwemaindasitiri: Tesla Optimus inoronga kugadzira mumabheji madiki panosvika 2025, vachishandisa 7 akateedzana aruminiyamu alloy yekugadzira bhatiri yefekitori;
Service/Medical: Iko kubatanidzwa kweganda remagetsi uye masensa anochinjika anotyaira kukwidziridzwa kwekudyidzana kwevanhu-kombuta, uye kudiwa kwealuminium sechikamu chechimiro chiri kukura synchronously.
5.2 Kuyambuka muganhu mutsva wekubatanidza tekinoroji
Kubatanidza zvinhu: Kuenzanisa mashandiro uye mutengo nezvirongwa zvakaita sealuminium + carbon fiber uye aluminium + PEEK;
Maitiro ekusimudzira: Precision die-casting tekinoroji inovandudza kubatanidzwa kwechikamu, uye Merisin akabatana naTesla neXiaomi kugadzira marobhoti anofa-kukanda zvikamu.
Ⅵ） Mhedziso: Irreplaceability uye Investment Mikana yeAluminium Materials
6.1 Strategic Value Repositioning
Aluminium yave sarudzo isingadzivisike kune yakakosha zvimiro zvemarobhoti ehunoid nekuda kwehuremu hwayo, simba repamusoro, kugadzirisa nyore, uye mutengo wakanaka. Ne tekinoroji iteration uye kuputika kwekuda, vatengesi vealuminium (seMingtai Aluminium neNanshan Aluminium) nemakambani emarobhoti ane ruzivo rwekutsvagisa uye kugona kusimudzira (seYushu Technology) achaunza mikana yakakosha yebudiriro.
6.2 Investment Direction uye Mazano ekutarisa Mberi
Nguva pfupi: Tarisa pamikana yekudyara inounzwa nekusimudzira tekinoroji yealuminium (yakadai sesemi-solid aluminium alloy research nekusimudzira), kugadzirwa kwakakura, uye kubatanidzwa kweindasitiri yemaindasitiri;
Yenguva refu: Kugadzira makambani emarobhoti ane tsvakiridzo yezvinhu uye kugona kusimudzira, pamwe nezvinogoneka kugovaniswa zvakaunzwa nekubudirira mune magnesium aluminium alloy pamusoro pekurapa maitiro.
Ⅶ） Yakapinza Maonero: Aluminium Hegemony muIndustrial Gaming
Mufungu rekuchinja kwehuremu, aluminium haisisiri sarudzo yenyama, asiwo chiratidzo chesimba rehurukuro yeindasitiri. Nekukura uye nekukasira kushambadzira kwehunoid robhoti tekinoroji, mutambo pakati pevatengesi vealuminium nevagadziri vemarobhoti ucharatidza shanduko yemamiriro eindasitiri. Mumutambo uyu, makambani ane yakadzika tekinoroji yekuchengetedza uye akasimba ekubatanidza cheni yekubatanidza anozotonga, nepo makambani asina kusimba ekudzora mutengo uye kusakara kwetekinoroji iterations anogona kushomeka. Vagadziri vemari vanofanirwa kubata mhepo yeshanduko yeindasitiri uye kuisa mabhizinesi anotungamira ane kukwikwidza kwepakati kuitira kuti vagovane migove yekuchinja kwehuremu.
Nguva yekutumira: Mar-28-2025