I te ao whānuiumanga muka waro, ko te auahatanga hangarau me te nekehanga o ngā tono mākete kei te tautuhi anō i te whenua whakataetae. Ko Toray Industries, te kaiārahi mākete o nāianei, kei te whakatakoto tonu i te tere, i te mea kei te tere haere ngā umanga Hainamana ki te hopu i a rātou, ia tangata me ā rātou rautaki motuhake mō te tipu me te auahatanga.
Ⅰ. Ngā Rautaki a Toray: Te Whakapūmau i te Kaiārahi mā te Hangarau me te Whakawhanuitanga;
Te Pūkenga Hangarau i ngā Wāhanga Tino Pai
1. Kei te mau tonu a Toray i tōna painga i roto i ngā muka waro mahi-teitei, he mea nui mō ngā mahi rererangi me ngā mahi ahumahi teitei. I te tau 2025, i puta te tipu pakari o tana pakihi muka waro me ngā mea hiato, me te whiwhinga moni tae atu ki te 300 piriona yen (tata ki te $2.1 piriona) me te pikinga 70.7% o ngā hua. Ko ā rātou muka waro T1000, me te kaha kume o te 7.0GPa, ko te paerewa koura i roto i te mākete teitei o te ao, e whakaatuhia ana i roto i te neke atu i te 60% o ngā mea hiato muka waro i roto i ngā waka rererangi pērā i te Boeing 787 me te Airbus A350. Ko ngā mahi R&D tonu a Toray, pērā i te whanaketanga i roto i ngā muka waro modulus teitei pērā i te M60J, e pupuri ana i a rātou kia 2 – 3 tau ki mua i ngā hoa Hainamana i tēnei mara.
2. Te Whakawhanuitanga Rautaki me te Whānuitanga Ao
Hei whakawhānui ake i tōna tapuwae mākete, kua kaha te whai wāhi atu a Toray ki ngā hokonga rautaki me ngā whakawhānui. Nā te hokonga o ngā wāhanga o te Rōpū SGL o Tiamana i whakanui ake i tōna tūranga i roto i te mākete hiko hau o Ūropi. Kāore i te whakawhānui noa i tana turanga kiritaki tēnei nekehanga, engari i taea ai hoki te whakauru i ngā hangarau tautoko me ngā āheinga hanga. Hei tāpiri, ko ngā kirimana roa a Toray me ngā kaitākaro rererangi nui pēnei i a Boeing me Airbus e whakarite ana i te rerenga moni pumau, me te tirohanga ota tae noa ki te tau 2030. Ko tēnei tirohanga rautaki, me te kaiārahi hangarau, te pou tuara o te mana o Toray ki te ao.
Tuarua.Ngā Pakihi HainamanaTe Whakatere i te Tipu me te Auahatanga
1. Te Whakatipu ā-Rohe me te Tauine e Ārahihia ana e te
Kua puta ake a Haina hei kaihanga muka waro nui rawa atu o te ao, e 47.7% o te kaha o te ao i te tau 2025. Ko ngā kamupene pēnei i a Jilin Chemical Fiber me Zhongfu Shenying kei te arahi i te tere i roto i te mākete waenga ki te iti. Ko Jilin Chemical Fiber, te kaiwhakarato hiraka mata nui rawa atu o te ao me te kaha 160,000 tana, kua whai hua ki te tō nui.te hanga muka waroNā ā rātou hua 50K/75K, he 25% te iti iho i te utu o Toray i roto i te rāngai hiko hau, kua taea e rātou te hopu i tētahi wāhanga nui o te mākete mata hiko hau, me ngā ota katoa me te reiti whakahaere 95% – 100% i te tau 2025.
2. Ngā Huarahi Hou Hangarau me te Whakaurunga ki te Mākete Motuhake
Ahakoa te ngoikore o ngā hua kounga teitei, kei te tere haere te ahunga whakamua o ngā umanga Haina. Ko te whanaketanga o Zhongfu Shenying i roto i te hangarau miro maroke-pūhaumākū-rererangi tētahi tauira pai. Kua paahitia e ā rātou hua kounga T700 te tiwhikete a COMAC, e tohu ana i tā rātou whakaurunga ki te mekameka tuku waka rererangi nui. I tētahi atu taha, kua riro i a Zhongjian Technology neke atu i te 80% o te mākete muka waro waka rererangi hōia ā-rohe me tana raupapa ZT7 (kei runga ake i te kounga T700). Heoi anō, me te pikinga o te ōhanga iti-teitei, kei te pai te tūnga o ngā umanga Haina. Kua uru atu a Zhongjian Technology me Guangwei Composites ki ngā mekameka tuku a ngā kaihanga eVTOL pēnei i a Xpeng me EHang, me te whakamahi i te ihirangi muka waro teitei (neke atu i te 75%) i roto i ēnei waka rererangi.
III. Ngā Rautaki mō ngā Pakihi Hainamana mō te Ao Tūroa
1. Te haumi ki te R&D mō te Whakawhanaketanga Hua Tino Pai
Hei uru atu ki te mākete utu nui e whakahaerehia ana e Toray, me whakanui ake ngā mahi R&D a ngā umanga Haina. He mea nui te arotahi ki te whakawhanake i ngā muka waro modulus T1100 – te taumata me te taumata teitei ake –, he rite ki te M65J a Toray. Me nui te haumi ki ngā whare rangahau, te kimi tāngata, me te mahi tahi me ngā umanga rangahau. Hei tauira, ko te pikinga ake o te haumi ki ngā rangahau taketake e pā ana kingā rauemi muka waroka ārahi pea ki ngā tukanga hanga auaha me ngā whakapainga hua, ka āwhina i ngā kamupene Haina ki te whakakī i te āputa hangarau.
2. Te Whakapakari i te Ahumahi – Te Whare Wānanga – Te Mahi Tahi Rangahau
Mā te whakarei ake i te mahi tahi i waenga i te ahumahi, ngā whare wānanga, me ngā whare rangahau ka taea te whakatere i te auahatanga hangarau. Ka taea e ngā whare wānanga me ngā whare rangahau te whakarato tautoko rangahau taketake, ā, ka taea e ngā umanga te tuku māramatanga mahi me ngā rauemi mō te hokohoko. Ka taea e tēnei mahi tahi te arahi ki te whanaketanga o ngā mea hou.tono muka warome ngā tikanga hanga. Hei tauira, ko ngā kaupapa rangahau tahi mō te hangarua muka waro, ehara i te mea ka taea anake te aro ki ngā āwangawanga taiao engari ka whakatuwhera hoki i ngā whai wāhitanga pakihi hou i roto i te ōhanga porowhita.
3. Te Whanui ki ngā Mākete Pūkenga
He nui ngā whai wāhitanga e puta mai ana i te tipu o ngā mākete hou, pērā i te rāngai rokiroki me te kawe pūngao hauwai. E matapaetia ana ka eke te hiahia mō te muka waro T700 i roto i ngā pounamu rokiroki hauwai Momo IV ki te 15,000 tana i te tau 2025. Me kaha te haumi a ngā umanga Haina ki tēnei mara, me te whakamahi i ō rātou kaha hanga me ngā painga utu. Mā te tomo wawe ki ēnei mākete hou, ka taea e rātou te whakatū i tētahi turanga whakataetae me te akiaki i te tipu ā-muri.
Whakamutunga
Te ao whānui mākete muka waroKei te ara whakawhiti te ao, me te wero tonu o te kaiārahi hangarau a Toray e te tere o te pikinga ake o ngā umanga Hainamana. Ko ngā rautaki a Toray mō te auahatanga hangarau me te kanorau o te ao kua mau tonu tōna tūranga, i te mea kei te whakamahi ngā umanga Hainamana i te whakakapinga ā-rohe, te tauine, me te urunga ki te mākete motuhake. I te tirohanga whakamua, ka taea e ngā umanga Haina te whakarei ake i ō rātou whakataetae mā te arotahi ki te R&D teitei, te whakapakari i te mahi tahi a te umanga - whare wānanga - rangahau, me te tūhura i ngā mākete hou. Ko tēnei taunekeneke hihiri i waenga i te kaiārahi mākete me ngā kaitākaro hou ka tautuhi anō i te umanga muka waro i ngā tau e haere ake nei, ka puta he wero me ngā whai wāhitanga mō ngā kaipupuri moni me ngā kaipupuri moni o te umanga.
Wā tuku: Hurae-25-2025