Munyika yosecarbon fiber industry, hunyanzvi hwekuvandudza tekinoroji uye shanduko yemusika zvinodiwa zviri kutsanangura patsva mamiriro emakwikwi. Toray Industries, iye zvino mutungamiri wemusika, anoenderera mberi nekumisa nhanho, nepo mabhizinesi eChinese ari kukurumidza kubata, rimwe nerimwe riine nzira dzakasiyana dzekukura nekuvandudza.
Ⅰ. Toray's Strategies: Kutsigira Hutungamiri kuburikidza neTekinoroji uye Diversification.
Tekinoroji Prowess muPamusoro - yekupedzisira Zvikamu
1.Toray inochengetedza mupendero wayo mune yakakwirira - performance carbon fibers, yakakosha kune aerospace uye yakakwirira - yekupedzisira maindasitiri application. Muna 2025, kabhoni fiber uye composites bhizinesi rakashuma kukura kwakasimba, nemari inosvika mazana matatu emadhora yen (inenge mabhiriyoni mazana maviri emadhora) uye 70.7% kuwedzera kwepurofiti. T1000 yavo - giredhi kabhoni fibers, ine simba rekusimba re7.0GPa, ndiyo chiyero chegoridhe mumusika wepasi rose wekupedzisira, unoratidzwa muinopfuura 60% yekabhoni fiber composites mundege seBoeing 787 uye Airbus A350. Toray inoenderera mberi yeR&D kuedza, sekufambira mberi kwepamusoro - modulus kabhoni fibers seM60J, inovachengeta makore maviri - matatu pamberi pevamwe veChinese munzvimbo ino.
2. Strategic Diversification uye Global Reach
Kuti iwedzere kutsika kwayo kwemusika, Toray yanga ichishingairira kutora matanho uye nekuwedzera. Kutorwa kwezvikamu zveSGL Group yeGermany kwakawedzera chinzvimbo chayo mumusika wemagetsi emhepo weEuropean. Iyi nhanho haina kungowedzera hwaro hwevatengi vayo chete asi yakabvumirawo kubatanidzwa kwehunyanzvi tekinoroji uye kugona kugadzira. Pamusoro pezvo, zvibvumirano zvenguva refu zveToray nevatambi vezvemuchadenga vakaita seBoeing neAirbus vanovimbisa kuyerera kwemari kwakagadzikana, nekuona kwehurongwa kunosvika muna 2030. Uku kuona kwakarongeka, kwakasanganiswa nehutungamiriri hwetekinoroji, inoumba musana wekutonga kweToray pasi rose.
Ⅱ.Chinese Enterprises: Kufambisa Kukura uye Innovation
1. Domestic Sbstitution uye Scale - inotungamirwa Kukura
China yakabuda senyika huru inogadzira kabhoni faibha, ichiverengera 47.7% yehuwandu hwepasi rose muna 2025. Makambani akaita seJilin Chemical Fiber neZhongfu Shenying ari kutungamira mukuchaja pamusika wepakati - kusvika - wakaderera. Jilin Chemical Fiber, mutengesi mukuru wesirika wepasirese ane 160,000 - toni inokwana, yakabata hombe - tow.carbon fiber kugadzirwa. Zvigadzirwa zvavo zve50K/75K, zvine mutengo wakaderera 25% pane zveToray muchikamu chemagetsi emhepo, zvakavagonesa kutora chikamu chakakosha chemusika wemagetsi emhepo, nemaodha akazara uye 95% - 100% chiyero chekushanda muna 2025.
2.Technological Breakthroughs uye Niche Market Penetration
Kunyangwe kusakara muzvigadzirwa zvepamusoro-soro, mabhizinesi eChinese ari kufambira mberi nekukurumidza. Kubudirira kwaZhongfu Shenying mukuwoma - jet yet - spinning tekinoroji muenzaniso wakanaka. Zvigadzirwa zvavo zveT700 - giredhi zvakapasa chitupa cheCOMAC, zvichimaka kupinda kwavo muhombe - yekutakura ndege. Zhongjian Technology, kune rumwe rutivi, yakaisa pamusoro pe80% yemauto epamba ndege kabhoni fiber musika neZT7 nhevedzano (pamusoro T700 - giredhi). Zvakare, nekudzikira kwakaderera - hupfumi hwepamusoro, mafemu eChinese akamira zvakanaka. Zhongjian Technology neGuangwei Composites vakapinda mumaketani ekupa eVTOL vagadziri vakaita seXpeng neEHang, vachiisa mari pane yakakwira kabhoni fiber yemukati (inopfuura 75%) mundege idzi.
III. Ramangwana - rakatarisana neMatanho eChinese Enterprises
1. Kuisa mari muR&D yePamusoro-kuguma Kuvandudza Chigadzirwa
Kuti upinde mumusika wepamusoro-wekupedzisira unotongwa neToray, mabhizinesi eChinese anofanirwa kukwidza R&D kuedza. Kutarisa pakugadzira T1100 - giredhi nepamusoro - modulus kabhoni fibers, yakafanana neToray's M65J, yakakosha. Izvi zvinoda mari yakawanda muzvivakwa zvekutsvagisa, kutsvaga tarenda, uye kubatana nemasangano ekutsvagisa. Semuenzaniso, kuwedzera kwekudyara mukutanga tsvagiridzo ine chekuita necarbon fiber zvinhuinogona kutungamira kumaitiro matsva ekugadzira uye kuvandudzwa kwechigadzirwa, zvichibatsira mafemu eChinese kuvhara gaka rehunyanzvi.
2. Kusimbisa Indasitiri – University – Research Collaboration
Kuvandudza kudyidzana pakati peindasitiri, mayunivhesiti, uye masangano ekutsvagisa anogona kukurumidza kuvandudza tekinoroji. Mayunivhesiti uye masangano ekutsvagisa anogona kupa rubatsiro rwekutsvagisa, nepo mabhizinesi achigona kupa ruzivo runoshanda uye zviwanikwa zvekutengesa. Iyi synergy inogona kutungamira mukuvandudzwa kwetsvacarbon fiber kushandiswas uye nzira dzekugadzira. Semuyenzaniso, mapurojekiti ekutsvagisa akabatana pamusoro pekabhoni fiber recycling haingogadzirise zvinonetsa kwezvakatipoteredza asiwo kuvhura mikana mitsva yebhizinesi muhupfumi hwedenderedzwa.
3. Kuwedzera Kuva Emerging Markets
Kukura kwemisika iri kusimukira, senge hydrogen simba rekuchengetedza uye chikamu chekufambisa, chinopa mikana yakakosha. Kudiwa kweT700 - giredhi kabhoni fiber muType IV hydrogen mabhodhoro ekuchengetera inotarisirwa kusvika 15,000 matani muna 2025. Mabhizinesi eChinese anofanirwa kushingaira kuisa mari munzvimbo ino, achiwedzera kugona kwavo kwekugadzira uye mutengo wakanakira. Nekupinda mumisika iyi ichiri kusimukira kare, vanogona kumisikidza kukwikwidza uye kufambisa kukura mune ramangwana.
Mhedziso
The global kabhoni fiber musikairi pamharadzano dzenzira, nehutungamiriri hweToray hwekuenderera mberi kwehunyanzvi hwakapikiswa nekukurumidza kusimuka kwemabhizinesi eChinese. Mazano eToray ehunyanzvi hwekuvandudza tekinoroji uye kusiyanisa kwepasirese zvakatsigira chinzvimbo chayo, nepo mafemu eChinese ari kusimudzira kutsiva mudzimba, chiyero, uye niche musika kupinda. Tichitarisa kumberi, mabhizinesi eChinese anogona kusimudzira kukwikwidza kwavo nekutarisa kumusoro - kuguma R&D, kusimbisa indasitiri - yunivhesiti - kushandira pamwe kwekutsvaga, uye kuongorora misika iri kusimukira. Uku kudyidzana kwakasimba pakati pemutungamiri wemusika nevatambi vari kusimukira kungango tsanangurazve kabhoni fiber indasitiri mumakore anouya, zvichiratidza zvese zvinonetsa uye nemikana kune vanoisa mari uye vanoita zveindasitiri zvakafanana.
Nguva yekutumira: Jul-25-2025