Itsinda rya Lizhong ryageze ku yindi ntambwe ikomeye mu mukino wisi waaluminiumibiziga. Ku ya 2 Nyakanga, iyi sosiyete yatangarije abashoramari b'ibigo ko isambu y'uruganda rwa gatatu muri Tayilande yaguzwe, kandi icyiciro cya mbere cy'umushinga wa miliyoni 3.6 z'umucyo uremereye cyane i Monterey, muri Mexico watangiye gukora ku mugaragaro. Icyiciro cya kabiri kirateganya kurekura ubushobozi bw’umusaruro mu gihembwe cya gatatu cya 2025. Uru ruhererekane rw’ibikorwa ntirushimangira gusa ikarita y’ububasha bw’ibicuruzwa “Tayilande + Mexico”, ahubwo inashyira mu bikorwa amahema y’inganda zo mu rwego rwo hejuru mu Bushinwa mu ruhererekane rw’inganda zikoresha ingufu z’ingufu ku isi, rutanga icyerekezo gishya cyo gukemura inzitizi z’ubucuruzi no kuzamura inganda.
Uruganda rukora amajyepfo yuburasirazuba bwa Aziya: kuva kwiheba kugiciro kugera kumusozi wikoranabuhanga
Imiterere ya Lizhong Group muri Tayilande irenze kure logique gakondo yo kwagura ubushobozi. Inyubako nshya zubatswe n’uruganda zizakoreshwa mu kubaka ibigo by’ubushakashatsi n’iterambere byahujwe n’inganda zifite ubwenge, hibandwa ku ntambwe imaze guterwa mu ikoranabuhanga ryoroheje ry’ibinyabiziga bishya by’ingufu zihariye. Nyuma y’uruganda rwa gatatu muri Tayilande rushyizwe mu bikorwa, ubushobozi bw’umusaruro waho buziyongera kugera kuri miliyoni 8 ku mwaka, hakurikijwe politiki y’ingoboka y’inzego z’ibanze ku modoka nshya z’ingufu (hamwe n’inkunga ntarengwa ya 150000 yo muri Tayilande ku modoka), ishobora gukwirakwira ku masoko y’amajyepfo y’iburasirazuba bwa Aziya n’Uburayi. Twabibutsa ko umurongo wo gutunganya ibicuruzwa biva mu mahanga byatangijwe n’uru ruganda byageze ku musaruro wa 420MPa ku kibuga cy’ibiziga, kikaba kiri hejuru ya 60% ugereranije n’ibikorwa gakondo byo guteramo kandi bigapima neza ibipimo by’imodoka zo mu rwego rwo hejuru zo mu Burayi.
Ubushobozi bwa Mexico: 'Ingamba za Nearshore' zo guca intege Dilemma yo muri Amerika y'Amajyaruguru
Icyiciro cya mbere cyumushinga wa Monterrey muri Mexico cyageze ku musaruro wuzuye wa miliyoni 1.8, kandi ibicuruzwa bitangwa cyane cyane mumasosiyete yimodoka yo muri Amerika ya Ruguru nka Tesla na General Motors. Nyuma yicyiciro cya kabiri gishyizwe mubikorwa, umusaruro wose uzagera kuri miriyoni 3,6, zishobora gukwirakwiza 30% byibikenerwa byoroheje bikenerwa ku isoko ry’Amerika. Ishingiro ryakoresheje icyitegererezo cy '"inganda zegeranye + n’amasoko y’ibanze": 60% ya aluminiyumu ituruka ku baguzi baho bo muri Megizike (kuzigama ibiciro 12% ugereranije n’ibicuruzwa biva mu Bushinwa), naho 40% bya aluminiyumu itunganyirizwa mu mahanga biva mu bigo bitunganyirizwa mu majyepfo y’iburengerazuba bwa Amerika, bigatuma habaho inzitizi ebyiri zerekana “ibiciro bya zeru + byemejwe na karubone nkeya”. CITIC Securities igereranya ko iyi miterere yubushobozi bwumusaruro ishobora kugabanya igiciro cyuzuye cyo kohereza ibicuruzwa muri Amerika ya ruguru 18% kandi byongera inyungu rusange ku manota 5-7%.
Intambara Yihishe munganda: Inzitizi zikoranabuhanga muguhindura ubushobozi bwisi yose
Kwiyongera gukabije kwitsinda rya Lizhong byerekana ko inganda za aluminium alloy inganda zirimo guhinduka cyane:
Umuryango w’ubumwe bw’ibihugu by’Uburayi urwanya ibicuruzwa biva mu mahanga: Muri Kamena 2025, Umuryango w’ubumwe bw’ibihugu by’Uburayi washyizeho umusoro wa 19,6% ku nziga za aluminiyumu y’umushinwa, bituma amasosiyete y’Abashinwa yihutisha ihererekanyabubasha ry’ibicuruzwa muri Aziya y’Amajyepfo y’Amajyepfo na Mexico;
Isoko ryo gutanga urunigi rwa Tesla: Moderi Y isura nziza isaba kugabanya 15% muburemere bwibiziga. Magnesium aluminium compte yibiziga byabugenewe kandi byatejwe imbere na Lizhong Group byemejwe na Tesla kandi biteganijwe ko bizinjira mu musaruro rusange mu 2026;
Irushanwa ryo kwigenga mu bipimo bya tekiniki: Itsinda ry’itsinda “Recycled Aluminium Gold for New Energy Vehicle Wheel Hubs” ryateguwe n’uru ruganda rizashyirwa mu bikorwa muri Nzeri, rishingiye ku bipimo mpuzamahanga bya ISO.
Ingaruka n'amahirwe bibana: umukino hagati yubushobozi burenze urugero hamwe na tekinoroji
Nubwo isi yose yafunguye amahirwe yo gukura, impungenge z’inganda ntizishobora kwirengagizwa: igipimo cy’imikoreshereze y’ubushobozi bw’imodoka ya aluminiyumu yimbere mu gihugu cyaragabanutse kugera kuri 68% (amakuru 2024), kandi ubwiyongere bw’abinjira bashya mu majyepfo y’iburasirazuba bwa Aziya bushobora gutuma ubushobozi bw’akarere butabaho. Ingamba z'itsinda rya Lizhong ni "tekinoroji ya premium + serivisi yongerewe agaciro" ibinyabiziga bibiri - byateje imbere ibinyabiziga bifite ubwenge (kugenzura amapine y'ipine no kugenzura imitwaro) byatsindiye Michelin gahunda yo guhindura ibintu mu rwego rwo hejuru, aho igiciro kimwe cyazamutseho 300% ugereranije n'ibicuruzwa gakondo.
Ibintu bibiri byerekana amasoko shingiro
Intego y'abashoramari b'ibigo ku itsinda ritavuga rumwe n’ubutegetsi ni ukugaragaza itandukaniro: amafaranga y'igihe kirekire nk'ikigega cya Tianhong afite icyizere cyo kwinjira mu bushobozi bw’umusaruro wa Mexico muri Amerika y'Amajyaruguru, mu gihe ibigo nka Cinda Securities bihangayikishijwe cyane no kubaka inzitizi z’ipatanti mu kigo cya R&D cya Tayilande. Twabibutsa ko umushinga ukomeje gutunganyirizwa muri aluminiyumu ufunzwe-ufunze (ufite igipimo cya aluminiyumu yo kugarura 98%) uzahabwa igihembo cy’icyatsi cy’amayero 120 kuri toni niba unyuze mu cyemezo cy’ibiciro by’uburayi.
Mugihe inganda zitwara ibinyabiziga zigenda ziva mumashanyarazi zijya mubwenge, ibiziga bya aluminiyumu bigenda biva kuri "imikorere ikora" bijya "abatwara amakuru". Ubushobozi bwo kongera umusaruro ku isi mu itsinda rya Lizhong ntabwo ari intambwe gusa kuva mu nganda gakondo kugera ku nganda zo mu rwego rwo hejuru zifite ubwenge, ahubwo ni microcosm y’ibikoresho byo mu rwego rwo hejuru by’Ubushinwa bigenda byiyongera ku isi. Iyi mpinduramatwara mu nganda, yatangiranye n’ibiziga, irashobora kuvugurura imiterere y’ingufu zitangwa n’imodoka ku isi.
Igihe cyo kohereza: Nyakanga-04-2025