Lizhong Group yakawana chimwe chiitiko chakakosha mumutambo wepasi rose wealuminium alloymavhiri. Musi waChikunguru 2, kambani yakazivisa kune vanoisa mari mumasangano kuti nzvimbo yefekitori yechitatu muThailand yakatengwa, uye chikamu chekutanga cheiyo 3.6 miriyoni Ultra lightweight wheels project muMonterey, Mexico yakatanga kugadzirwa zviri pamutemo. Chikamu chechipiri chinoronga kusunungura simba rekugadzira muchikamu chechitatu che 2025. Iyi nhevedzano yezviito haingosimbisi "Thailand + Mexico" miviri yepakati inotungamirirwa nekugadzirwa kwemepu, asiwo inopinza zvakadzama matende eChina ekugadzirwa kwepamusoro-soro mumaketani emagetsi emagetsi emagetsi epasi rose, achipa paradigm itsva yekugadzirisa zvipingamupinyi zvekutengeserana uye kusimudzira maindasitiri.
Kumaodzanyemba kwakadziva kumabvazuva kweAsia kugadzira base: kubva kumutengo kuderera kusvika kune tekinoroji highland
Mamiriro eLizhong Boka muThailand anodarika zvakanyanya tsika yechinyakare yekuwedzera huwandu. Zvivakwa zvichangobva kutengwa zvepasi uye fekitori zvichashandiswa kuvaka nzvimbo dzakabatanidzwa dzekutsvagisa nekusimudzira uye mafekitori akangwara, paine tarisiro yekubudirira mune yakareruka tekinoroji yemavhiri matsva emagetsi emotokari. Mushure mekunge fekitori yechitatu muThailand yatanga kushanda, huwandu hwekugadzirwa kwenzvimbo huchawedzera kusvika kumamiriyoni masere pagore, zvinoenderana nehurongwa hwehurumende hwemunharaunda hwekupa rubatsiro rwemotokari nyowani dzemagetsi (nerubatsiro rwakanyanya rwe150000 Thai baht pamotokari), inogona kupenya kumisika yeSoutheast Asia neEurope. Izvo zvakakosha kuti uzive kuti iyo inotenderera yekugadzira composite process yekugadzira mutsara yakaunzwa nekambani yakawana goho re420MPa yevhiri hub, iyo iri 60% yakakwirira kupfuura yechinyakare yekukanda maitiro uye yakananga mabhenji mazinga emhando yepamusoro-yekupedzisira mota dzeEurope.
Mexico's Capacity: A 'Nearshore Strategy' yekuputsa North American Trade Dilemma
Chikamu chekutanga chepurojekiti yeMonterrey muMexico yakawana huwandu hwakazara hwekugadzira hwemayuniti miriyoni 1.8, uye zvigadzirwa zvinopihwa zvakanyanya kumakambani emotokari eNorth America akadai saTesla neGeneral Motors. Mushure mechikamu chechipiri chaiswa mukushanda, huwandu hwese hwekugadzira huchasvika 3.6 miriyoni mayunitsi, ayo anogona kuvhara makumi matatu muzana ehuremu hwevhiri hub hunodiwa mumusika weUS. Iyo base inotora "nearshore kugadzira + localized procurement" modhi: 60% yealuminium inobva kune vatengesi vemuno kuMexico (inochengetedza 12% mutero kana ichienzaniswa neinounzwa kubva kuChina), uye 40% yealuminum yakadzokororwa inobva kunzvimbo dzekudzokorodza kumaodzanyemba kwakadziva kumadokero kweUnited States, ichigadzira dual barriers-carbon breakthrough. CITIC Securities inofungidzira kuti iyi dhizaini yekugadzira inogona kuderedza mutengo wakakwana wekutengesa kunze zvigadzirwa zveNorth America ne18% uye kuwedzera gross profit margin ne5-7 percentage points.
Industrial Undercover War: Tekinoroji Matambudziko muGlobal Capacity reshuffle
Kuwedzera kwehasha kweLizhong Group kunoratidza kuti indasitiri yealuminium alloy wheel iri kuita shanduko huru:
EU anti-dumping upgrade: Muna Chikumi 2025, EU yakatemera 19.6% mutero paChinese aluminium alloy wheels, ichimanikidza makambani eChinese kuti akurumidze kuendesa simba rekugadzira kuSoutheast Asia neMexico;
Tesla Supply Chain Restructuring: Iyo Model Y facelift modhi inoda kudzikiswa ne15% muhuremu hwevhiri. Iyo magnesium aluminium composite vhiri hub yakagadziridzwa uye yakagadziridzwa neLizhong Group yakasimbiswa naTesla uye inotarisirwa kupinda mukugadzirwa kwehuwandu muna 2026;
Makwikwi ekutonga mune tekinoroji zviyero: Iyo yeboka chiyero "Recycled Aluminium Goridhe yeNew Energy Vehicle Wheel Hubs" yakagadziriswa nekambani ichaitwa munaGunyana, yakananga mabhenji kutarisana nepasi rose ISO zviyero.
Njodzi nemukana zvinogarisana: mutambo uri pakati pekuwandisa uye tekinoroji iteration
Kunyangwe kudyidzana kwepasi rose kwakavhura mikana yekukura, zvinonetsa zveindasitiri hazvigone kufuratirwa: mwero wekushandiswa kwearuminiyamu alloy vhiri kugadzirwa kwadzikira kusvika pa68% (data ra2024), uye kuwanda kwevachangobva kupinda muSoutheast Asia kunogona kukonzera kuwanda kwedunhu. Zano reLizhong Group "technology premium + service value-added" dual wheel drive - yakagadziridzwa yakangwara vhiri hub (yakabatanidzwa matai kudzvanywa kwekutarisa uye kunzwa mutoro) yakahwina Michelin yepamusoro-yekupedzisira gadziriso odha, ine imwechete unit mutengo wekuwedzera ne300% zvichienzaniswa nezvigadzirwa zvekare.
Iyo Dual Narrative yeCapital Markets
Tarisiro yevanoisa mari mumasangano muboka rinopikisa iri kuratidza mutsauko: mari dzenguva refu dzakadai seTianhong Fund vane tarisiro pamusoro pekupinda kweiyo yekuMexico kugona mumusika weNorth America, nepo masangano akadai seCinda Securities ari kunetsekana nekuvakwa kwezvipingamupinyi zvepatent muThailand's R&D centre. Zvakakosha kucherechedza kuti kambani irikuenderera mberi yakadzokororwazve aruminiyamu yakavharwa-loop chirongwa (ine aluminium kudzoreredza mwero we98%) ichawana mubhadharo wegirini we120 euros patani kana ikapasa EU kabhoni tariff certification.
Sezvo indasitiri yemotokari inofamba kubva kumagetsi kuenda kuhungwaru, mavhiri ealuminium alloy ari kubuda kubva ku "functional components" kuenda ku "data carriers". Iyo yepasi rose yekugadzira bhodhoro yeLizhong Boka haingori budiriro kubva kune yechinyakare kugadzira kune yepamusoro-yekupedzisira hungwaru kugadzira, asiwo microcosm yeChina yepamusoro-yekupedzisira michina inoenda pasi rose. Iyi shanduko yemaindasitiri, iyo yakatanga nemavhiri, inogona kunge ichigadzirisa chimiro chemagetsi chepasi rose chekutakura mota.
Nguva yekutumira: Jul-04-2025