Binciken Kasuwar Fiber Carbon ta No.1 a Duniya da Zuba Jari

A cikin harkokin duniyamasana'antar fiber carbon, kirkire-kirkire na fasaha da kuma canjin buƙatun kasuwa suna sake fasalta yanayin gasa. Toray Industries, shugabar kasuwa ta yanzu, tana ci gaba da saita saurin, yayin da kamfanonin China ke ci gaba da cimma nasara cikin sauri, kowannensu yana da dabarun ci gaba da kirkire-kirkire daban-daban.

Ⅰ. Dabaru na Toray: Ci gaba da Jagoranci Ta Hanyar Fasaha da Bambance-bambance;
Kwarewar Fasaha a Manyan Sassan

1.Toray ta ci gaba da kasancewa a cikin manyan zaruruwan carbon masu aiki, waɗanda suke da mahimmanci ga ayyukan sararin samaniya da manyan masana'antu. A cikin 2025, kasuwancinta na carbon fiber da composites ya ba da rahoton ci gaba mai ƙarfi, tare da kudaden shiga da suka kai yen biliyan 300 (kimanin dala biliyan 2.1) da karuwar riba da kashi 70.7%. Zaruruwan carbon ɗinsu na T1000, waɗanda ke da ƙarfin tauri na 7.0GPa, sune ma'aunin zinare a kasuwar duniya mai girma, waɗanda aka nuna a cikin sama da kashi 60% na haɗakar carbon fiber a cikin jiragen sama kamar Boeing 787 da Airbus A350. Kokarin bincike da ci gaba na Toray, kamar ci gaba a cikin manyan zaruruwan carbon modulus kamar M60J, suna sa su wuce shekaru 2 - 3 fiye da takwarorinsu na China a wannan fanni.

2. Bambancin Dabaru da Isa ga Duniya

Domin faɗaɗa sawun kasuwarta, Toray ta shiga cikin saye da faɗaɗa dabarunta. Sayen sassan SGL Group na Jamus ya ƙara mata matsayi a kasuwar makamashin iska ta Turai. Wannan matakin ba wai kawai ya faɗaɗa tushen abokan cinikinta ba ne, har ma ya ba da damar haɗa fasahohin da suka dace da ƙarfin masana'antu. Bugu da ƙari, kwangilolin dogon lokaci na Toray tare da manyan 'yan wasan sararin samaniya kamar Boeing da Airbus sun tabbatar da samun isasshen kuɗin shiga, tare da ganin tsari har zuwa 2030. Wannan hangen nesa na dabarun, tare da jagorancin fasaha, shine ginshiƙin mamayar Toray a duniya.

Ⅱ.Kamfanonin China: Kewaya Ci Gaba da Sabbin Dabaru

1. Tsarin Gida da Girman da ke da Alaƙa da Girma

Kasar Sin ta zama babbar mai samar da fiber carbon a duniya, wanda ya kai kashi 47.7% na karfin samar da fiber carbon a duniya a shekarar 2025. Kamfanoni kamar Jilin Chemical Fiber da Zhongfu Shenying ne ke kan gaba a kasuwa a tsakiyar-zuwa-ƙasa. Jilin Chemical Fiber, babbar mai samar da siliki danye a duniya wacce ke da karfin tan 160,000, ta yi amfani da manyan injinan ja.samar da zare na carbonKayayyakinsu na 50K/75K, waɗanda farashinsu ya yi ƙasa da na Toray a fannin samar da wutar lantarki ta iska da kashi 25%, sun ba su damar ɗaukar babban kaso na kasuwar samar da wutar lantarki ta iska, tare da cikakken oda da kuma kashi 95% - 100% na aiki a shekarar 2025.

2. Nasarorin Fasaha da Shiga Kasuwar Niche

Duk da raguwar kayayyakin da ake samarwa a manyan kamfanoni, kamfanonin kasar Sin suna samun ci gaba cikin sauri. Nasarar Zhongfu Shenying a fannin fasahar busasshiyar na'urar busar da kaya ta jiragen sama babban misali ne. Kayayyakinsu na T700 sun wuce takardar shaidar COMAC, wanda hakan ke nuna shigarsu cikin manyan sarkar samar da jiragen sama. A gefe guda kuma, Zhongjian Technology ta mamaye sama da kashi 80% na kasuwar jiragen saman soja na cikin gida tare da jerin ZT7 (sama da matakin T700). Bugu da ƙari, tare da karuwar tattalin arzikin da ke da matsakaicin tsayi, kamfanonin kasar Sin suna da kyakkyawan matsayi. Zhongjian Technology da Guangwei Composites sun shiga cikin sarkar samar da kayayyaki ta masana'antun eVTOL kamar Xpeng da EHang, suna cin gajiyar yawan sinadarin carbon fiber (sama da kashi 75%) a cikin wadannan jiragen.

III. Makomar - Dabaru da Za Su Fuskanci Kamfanonin Kasar Sin

1. Zuba jari a cikin R&D don Haɓaka Samfura Masu Kyau

Domin shiga kasuwar da Toray ke mamaye, kamfanonin kasar Sin dole ne su kara himma wajen bincike da kuma bunkasa ayyukan bincike. Mayar da hankali kan bunkasa zare-zaren carbon na T1100 - mai daraja da sama - kamar na Toray's M65J, yana da matukar muhimmanci. Wannan yana bukatar zuba jari mai yawa a cibiyoyin bincike, daukar hazikai, da kuma hadin gwiwa da cibiyoyin bincike. Misali, karin jari a fannin bincike na asali da suka shafikayan zare na carbonzai iya haifar da sabbin hanyoyin kera kayayyaki da inganta kayayyaki, wanda hakan zai taimaka wa kamfanonin kasar Sin wajen cike gibin fasaha.

2. Ƙarfafa Masana'antu - Jami'a - Haɗin gwiwar Bincike

Inganta haɗin gwiwa tsakanin masana'antu, jami'o'i, da cibiyoyin bincike na iya hanzarta ƙirƙirar fasaha. Jami'o'i da cibiyoyin bincike na iya samar da tallafin bincike na asali, yayin da kamfanoni za su iya bayar da fahimta da albarkatu masu amfani don kasuwanci. Wannan haɗin gwiwa na iya haifar da ci gaban sabbinaikace-aikacen fiber na carbons da dabarun masana'antu. Misali, ayyukan bincike na haɗin gwiwa kan sake amfani da fiber na carbon ba wai kawai za su iya magance matsalolin muhalli ba, har ma da buɗe sabbin damammaki na kasuwanci a cikin tattalin arzikin da ke zagaye.

3. Faɗaɗawa zuwa Kasuwannin da ke Tasowa

Ci gaban kasuwanni masu tasowa, kamar fannin adana makamashin hydrogen da sufuri, yana ba da damammaki masu yawa. Ana sa ran buƙatar zare mai carbon T700 a cikin kwalaben ajiyar hydrogen na nau'in IV zai kai tan 15,000 a shekarar 2025. Kamfanonin China ya kamata su zuba jari sosai a wannan fanni, ta hanyar amfani da ƙarfin masana'antar da suke da shi da kuma fa'idodin farashi. Ta hanyar shiga waɗannan kasuwannin masu tasowa da wuri, za su iya kafa tushe mai kyau da kuma haifar da ci gaba a nan gaba.

Kammalawa

Duniyar kasuwar fiber carbonyana kan wani mataki na tsaka-tsaki, inda ci gaba da jagorancin fasaha na Toray ke fuskantar ƙalubale sakamakon ƙaruwar kamfanonin China cikin sauri. Dabaru na kirkire-kirkire na fasaha da kuma bambancin ra'ayi na Toray a duniya sun ci gaba da riƙe matsayinsa, yayin da kamfanonin China ke amfani da hanyoyin maye gurbin cikin gida, girma, da kuma shiga kasuwannin da suka dace. Idan aka yi la'akari da gaba, kamfanonin China za su iya haɓaka gasa ta hanyar mai da hankali kan bincike da haɓaka sabbin dabaru, ƙarfafa haɗin gwiwar bincike na jami'a a masana'antu, da kuma bincika kasuwannin da ke tasowa. Wannan hulɗa mai ƙarfi tsakanin shugaban kasuwa da 'yan wasa masu tasowa zai iya sake fasalta masana'antar fiber carbon a cikin shekaru masu zuwa, wanda zai gabatar da ƙalubale da dama ga masu zuba jari da masu ruwa da tsaki a masana'antu.