Lefatšengindasteri ea carbon fiber, boqapi ba theknoloji le litlhoko tse fetohang tsa mebaraka li hlakisa bocha maemo a tlholisano. Toray Industries, moetapele oa hajoale oa mmaraka, o ntse a tsoela pele ho beha lebelo, ha likhoebo tsa China li ntse li tsoela pele ka potlako, e 'ngoe le e' ngoe e na le maano a ikhethileng a kholo le boqapi.
Ⅰ. Maano a Toray: Ho Tšehetsa Boetapele ka Theknoloji le Phapang.
Bokhoni ba Theknoloji Likarolong tse Phahameng
1.Toray e boloka moeli oa eona ho li-high - performance fiber fibers, ea bohlokoa bakeng sa sepakapaka le lisebelisoa tse phahameng tsa indasteri. Ka 2025, khoebo ea eona ea carbon fiber le composite e ile ea tlaleha kholo e matla, 'me lekhetho le fihla ho li-yen tse limilione tse likete tse 300 (hoo e ka bang $ 2.1 bilione) le phaello ea 70.7%. Likhoele tsa bona tsa T1000 - grade carbon fibers, tse nang le matla a 7.0GPa, ke maemo a khauta 'marakeng oa lefatše ka bophara, o hlahisoang ho feta 60% ea lik'hemik'hale tsa carbon fiber lifofaneng tse kang Boeing 787 le Airbus A350. Boiteko bo tsoelang pele ba Toray ba R&D, joalo ka tsoelo-pele ea li-high-modulus carbon fibers joalo ka M60J, li ba boloka lilemo tse 2 - 3 ka pele ho balekane ba Machaena sebakeng sena.
2. Strategic Diversification le Global Reach
Ho holisa boemo ba eona ba 'maraka, Toray e kentse letsoho ka mafolofolo ho rekoeng le ho atoloseng ha leano. Ho nkuoa ha likarolo tsa SGL Group ea Jeremane ho matlafalitse boemo ba eona 'marakeng oa Europe oa matla a moea. Ts'ebetso ena ha ea ka ea atolosa bareki ba eona feela empa hape e lumelletse ho kopanngoa ha mahlale a tlatsetso le bokhoni ba tlhahiso. Ho phaella moo, likonteraka tsa nako e telele tsa Toray le libapali tse kholo tsa lifofane tse kang Boeing le Airbus li tiisa hore ho na le chelete e tsitsitseng, e nang le ponahalo ea taelo e fihlang ho 2030. Pono ena ea leano, e kopantsoeng le boetapele ba theknoloji, e theha mokokotlo oa puso ea lefatše ea Toray.
Ⅱ.Likhoebo tsa China: Ho Tsamaisa Khōlo le Boqapi
1. Domestic Sbstitution and Scale - Khōlo e khannoang
China e hlahile e le mohlahisi e moholo ka ho fetisisa lefatšeng oa faeba ea khabone, e etsang karolo ea 47.7% ea matla a lefats'e ka 2025. Likhamphani tse kang Jilin Chemical Fiber le Zhongfu Shenying ke tsona tse etellang pele lintlafatso bohareng ba 'maraka ho isa - ho ea tlase. Jilin Chemical Fiber, morekisi e moholo ka ho fetisisa lefatšeng oa silika e tala e nang le boima ba lithane tse 160,000, e sebelisitse tow e kholo.tlhahiso ea carbon fiber. Lihlahisoa tsa bona tsa 50K/75K, tse theko e tlase ka 25% ho feta tsa Toray lekaleng la matla a moea, li ba nolofalelitse ho hapa karolo e kholo ea 'maraka oa matla a moea, ka liodara tse felletseng le sekhahla sa ts'ebetso sa 95% - 100% ka 2025.
2. Lintlafatso tsa Theknoloji le Kenello ea Maraka ea Niche
Leha ho na le lihlahisoa tse phahameng haholo, likhoebo tsa China li ntse li tsoela pele ka potlako. Katleho ea Zhongfu Shenying tekhenolojing e ommeng – jet wet – spinning technology ke mohlala o ka sehloohong. Lihlahisoa tsa bona tsa T700 - li fetile lengolo la COMAC, e leng se bontšang ho kena ha bona letotong le leholo la phepelo ea lifofane. Ka lehlakoreng le leng, Zhongjian Technology e kentse ho feta 80% ea 'maraka oa lifofane tsa sesole sa lapeng ka letoto la eona la ZT7 (ka holimo ho T700 - grade). Ho feta moo, ka moruo o ntseng o hola - boemo bo phahameng, lifeme tsa China li maemong a matle. Zhongjian Technology le Guangwei Composites li kentse liketane tsa phepelo tsa baetsi ba eVTOL joalo ka Xpeng le EHang, ba sebelisa chelete e ngata ho boleng bo phahameng ba carbon fiber (ho feta 75%) lifofaneng tsena.
III. Bokamoso bo shebaneng le Maano a Likhoebo tsa China
1. Ho tsetela ho R&D bakeng sa Ntlafatso ea Lihlahisoa tse Phahameng
Ho kena 'marakeng o phahameng oa pheletso o laoloang ke Toray, likhoebo tsa China li tlameha ho nyolla boiteko ba R&D. Ho tsepamisa maikutlo ho nts'etsopele ea T1100 - grade le holimo - modulus carbon fibers, e ts'oanang le M65J ea Toray, ho bohlokoa. Sena se hloka matsete a mangata litsing tsa lipatlisiso, ho hira litalenta, le tšebelisano 'moho le litsi tsa lipatlisiso. Mohlala, matsete a eketsehileng a lipatlisiso tsa mantlha tse amanang lelisebelisoa tsa carbon fibere ka lebisa lits'ebetsong tse ncha tsa tlhahiso le ntlafatso ea lihlahisoa, ho thusa lifeme tsa China ho koala lekhalo la theknoloji.
2. Ho Matlafatsa Indasteri - Univesithi - Tšebelisano ea Lipatlisiso
Ho matlafatsa tšebelisano lipakeng tsa indasteri, liunivesithi le litsi tsa lipatlisiso ho ka potlakisa ntlafatso ea mahlale. Liunivesithi le litsi tsa lipatlisiso li ka fana ka tšehetso ea mantlha ea lipatlisiso, athe likhoebo li ka fana ka leseli le lisebelisoa tse sebetsang bakeng sa khoebo. Synergy ena e ka lebisa ho nts'etsopele ea tse nchakopo ea carbon fibers le mekhoa ea tlhahiso. Ka mohlala, merero e kopanetsoeng ea lipatlisiso mabapi le ho sebelisa carbon fiber recycling e ke ke ea rarolla mathata a tikoloho feela empa hape e bula menyetla e mecha ea khoebo moruong o pota-potileng.
3. Ho Atoloha ho Mebaraka e Tsoang
Keketseho ea limmaraka tse ntseng li hlaha, joalo ka sebaka sa polokelo ea matla a hydrogen le lipalangoang, e fana ka menyetla ea bohlokoa. Tlhokahalo ea T700 - grade carbon fiber ka libotlolong tsa polokelo ea hydrogen ea Mofuta oa IV e lebelletsoe ho fihla ho lithane tse 15,000 ka 2025. Likhoebo tsa Chaena li lokela ho tsetela ka mafolofolo sebakeng sena, li sebelisa bokhoni ba tsona ba ho etsa tlhahiso le melemo ea litšenyehelo. Ka ho kena limmarakeng tsena tse ntseng li hlaha kapele, ba ka theha maemo a tlholisano le ho tsamaisa kholo ea nako e tlang.
Qetello
Lefatšeng ka bophara 'maraka oa carbon fibere mateanong a litsela, 'me boetapele bo tsoelang pele ba theknoloji ea Toray bo phephetsoa ke ho phahama ka sekhahla ha likhoebo tsa China. Maano a Toray a ntlafatso ea mahlale a mahlale le phapano ea lefats'e a ts'episitse boemo ba ona, ha lifeme tsa China li ntse li sebelisa sebaka sa lehae, sekala le ho kenella 'marakeng. Ha re sheba pele, likhoebo tsa Machaena li ka ntlafatsa tlholisano ea tsona ka ho tsepamisa maikutlo ho R&D ea ho qetela, indasteri e matlafatsang - univesithi - tšebelisano ea lipatlisiso, le ho hlahloba limmaraka tse ntseng li hlaha. Khokahano ena e matla lipakeng tsa moetapele oa 'maraka le libapali tse ntseng li hlaha e kanna ea hlalosa indasteri ea carbon fiber lilemong tse tlang, e hlahisa liphephetso le menyetla bakeng sa batseteli le bankakarolo ba indasteri ka ho ts'oana.
Nako ea poso: Jul-25-2025