Kooxda Lizhong ayaa guul kale oo muhiim ah ka gaartay ciyaaraha caalamiga ahaluminium aluminiumgiraangiraha. Bishii Luulyo 2-deedii, shirkaddu waxay u sheegtay maalgashadayaasha hay'adaha in dhulkii warshadda saddexaad ee Thailand la iibsaday, iyo wejiga koowaad ee mashruuca 3.6 milyan ultra fudfudud ee Monterey, Mexico ayaa si rasmi ah u bilaabay wax soo saarka. Wajiga labaad wuxuu qorsheynayaa inuu sii daayo awoodda wax soo saarka rubuci saddexaad ee 2025. Tallaabooyinkan taxanaha ah ma aha oo kaliya inay xoojiyaan khariidadda awoodda wax-soo-saarka dual-core "Thailand + Mexico", laakiin sidoo kale waxay si qoto dheer u dhejisaa teendhada wax soo saarka Shiinaha ee dhamaadka-dhamaadka sare ee silsiladda warshadaha tamarta tamarta cusub ee caalamiga ah, siinta qaab cusub oo wax looga qabanayo caqabadaha ganacsiga iyo kor u qaadista warshadaha.
Saldhig wax soo saarka Koonfur-bari Aasiya: laga bilaabo niyad-jabka qiimaha ilaa dhul-sare oo tignoolajiyadeed
Qaabka kooxda Lizhong ee Thailand aad ayuu uga badan yahay caqli-galnimada fidinta awoodda. Dhismayaasha cusub ee dhulka iyo warshadaha ayaa loo isticmaali doonaa in lagu dhiso xarumo cilmi-baaris iyo horumarin isku dhafan iyo warshado caqli-gal ah, iyadoo diiradda la saarayo horumarka tignoolajiyada fudud ee taayirrada gaarka ah ee baabuurta tamarta cusub. Ka dib markii warshadda saddexaad ee Thailand la geliyo shaqada, awoodda wax-soo-saarka maxalliga ahi waxay kordhin doontaa 8 milyan oo unug sannadkii, iyadoo la raacayo siyaasadda dawladda hoose ee kabida baabuurta tamarta cusub (oo leh kabida ugu badan ee 150000 Thai baht halkii baabuur), kaas oo u soo bixi kara Koonfur-bari Aasiya iyo suuqyada Yurub. Waxaa xusid mudan in line-soo-saarka been-abuurka ah ee wax-soo-saarka isku-dhafka ah ee ay soo bandhigtay shirkaddu ay ku guulaysteen awoodda wax-soo-saarka ee 420MPa ee xuddunta giraangiraha, taas oo 60% ka sarreysa hababka wax-soo-saarka dhaqameed oo si toos ah u cabbiraya heerarka moodooyinka baabuurta Yurub ee dhamaadka-sare.
Awoodda Mexico: 'Xeelad Xeebeedka u dhow' si loo jebiyo jahwareerka ganacsiga Waqooyiga Ameerika
Wajiga koowaad ee mashruuca Monterrey ee Mexico waxa uu gaadhay wax soo saar buuxa oo dhan 1.8 milyan oo unug, badeecadaha waxa inta badan la siiyaa shirkadaha baabuurta ee Waqooyiga Ameerika sida Tesla iyo General Motors. Ka dib marka wejiga labaad la hawlgaliyo, wadarta awoodda wax soo saarku waxay gaadhi doontaa 3.6 milyan unug, taas oo dabooli karta 30% baahida xarunta taayirrada fudud ee suuqa Maraykanka. Saldhiggu waxa uu qaataa qaabka "wax soo saarka xeebaha u dhow + soo iibsiga maxaliga ah": 60% aluminiumku wuxuu ka yimaadaa alaab-qeybiyeyaasha maxalliga ah ee Mexico (badbaadinta 12% canshuuraha marka loo eego Shiinaha), iyo 40% aluminiumka dib loo warshadeeyay waxay ka yimaadaan xarumaha dib-u-warshadaynta ee koonfurta-galbeed ee Maraykanka, samaynta laba caqabadood oo horudhac ah "certification + eber". CITIC Securities waxay ku qiyaastay in qaabaynta awoodda wax-soo-saarkani ay yarayn karto kharashka dhammaystiran ee dhoofinta wax-soo-saarka Waqooyiga Ameerika 18% iyo kordhinta faa'iidada guud ee boqolkiiba 5-7 dhibcood.
Dagaalka Qarsoon ee Warshadaha: Caqabadaha Farsamada ee Isku Shaandhaynta Awooda Caalamiga ah
Fidinta gardarada leh ee Kooxda Lizhong waxay ka tarjumaysaa in warshadaha aluminium aluminium taayirrada ay ku socdaan isbeddello qoto dheer:
Dib u hagaajinta ka hortagga qashin-qubka EU: Bishii Juun 2025, Midowga Yurub wuxuu ku soo rogay 19.6% tariif taayirrada aluminiumka aluminium ee Shiinaha, taasoo ku qasabtay shirkadaha Shiinaha inay dardargeliyaan wareejinta awoodda wax soo saarka Koonfur-bari Aasiya iyo Mexico;
Dib-u-habaynta silsiladda sahayda Tesla: Qaabka Y ee wejiga kor u qaadida wuxuu u baahan yahay 15% dhimis miisaanka giraangiraha. Xudunta giraangiraha isku dhafan ee aluminium aluminium ah oo ay habaysay oo ay soo saartay kooxda Lizhong waxaa xaqiijiyay Tesla waxaana la filayaa inay gasho wax soo saar ballaaran 2026;
Tartanka loogu jiro ku guuleysiga heerarka farsamada: Halbeegga kooxda "Dahab Aluminium dib loo warshadeeyey oo loogu talagalay Tamarta Cusub ee Gawaadhida Wheel Hubs" ee ay soo saartay shirkadu waxaa la hirgelin doonaa Sebtembar, iyada oo si toos ah u barbar dhigi doonta heerarka caalamiga ah ee ISO.
Khatarta iyo fursaduhu way wada nool yihiin: ciyaarta u dhaxaysa awoodda xad dhaafka ah iyo ku celcelinta tignoolajiyada
Inkasta oo caalimiyaddu ay furtay fursadaha koritaanka, welwelka warshadaha lama iska indho tiri karo: heerka isticmaalka ee awoodda wax soo saarka aluminium aluminium gudaha ah ayaa hoos ugu dhacay 68% (xogta 2024), iyo kor u kaca soo-galeyaasha cusub ee Koonfur-bari Aasiya waxay u horseedi kartaa awood-beeleed goboleed. Istaraatiijiyada kooxda Lizhong waa "Premium teknoolajiyada+ qiimaha adeegga lagu daray" labada lugood - xarunteeda caqliga leh ee horumarsan (la socoshada cadaadiska taayirka isku dhafan iyo dareenka culeyska) ayaa ku guuleystey nidaamka wax ka beddelka heerka sare ee Michelin, iyadoo hal unug uu kordhay qiimaha 300% marka loo eego alaabada dhaqameed.
Sheekada Labada ah ee Suuqyada Raasamaal
Diiradda maalgashadayaasha hay'adaha ee kooxda mucaaradka ayaa muujinaya kala duwanaansho: lacagaha muddada dheer sida Tianhong Fund waxay rajo ka qabaan gelitaanka awoodda wax soo saarka Mexico ee suuqa Waqooyiga Ameerika, halka hay'adaha sida Cinda Securities ay aad uga walaacsan yihiin dhismaha caqabadaha patent-ka ee xarunta R&D ee Thailand. Waxaa xusid mudan in mashruuca dib-u-warshadaynta aluminium ee socda ee shirkadu (oo leh heerka soo kabashada aluminium ee 98%) ay heli doonto khidmad cagaaran oo ah 120 yuuro halkii ton haddii ay dhaafto shahaadada tarifka kaarboonka EU.
Maaddaama warshadaha baabuurta ay ka guuraan koronto una guuraan sirdoonka, taayirada aluminium aluminiumku waxay ka soo baxayaan "qaybaha shaqeynaya" ilaa "qaadayaasha xogta". Qulqulka awoodda wax-soo-saarka caalamiga ah ee kooxda Lizhong ma aha oo kaliya horumar ka yimid wax-soo-saarka dhaqameed ilaa wax-soo-saarka garaadka-dhamaadka sare, laakiin sidoo kale microcosm-ka qalabka-dhamaadka sare ee Shiinaha ee u socda caalami. Kacaankan warshadaha, oo ku bilowday taayirrada, ayaa laga yaabaa inuu dib u qaabeeyo qaab-dhismeedka awoodda silsiladda sahayda baabuurta caalamiga ah.
Waqtiga boostada: Jul-04-2025