Emhlabeni jikeleleimboni ye-carbon fiber, ukuqamba okusha kwezobuchwepheshe kanye nezimfuno zemakethe ezishintshayo zichaza kabusha isimo sokuncintisana. IToray Industries, umholi wemakethe wamanje, iyaqhubeka nokubeka ijubane, kuyilapho amabhizinisi aseShayina ethuthuka ngokushesha, ngalinye linamasu ahlukene okukhula kanye nokusungula izinto ezintsha.
Ⅰ. Amasu KaToray: Ukuqinisa Ubuholi Ngobuchwepheshe Nokwehlukahlukana.
Ikhono Lobuchwepheshe Ezingxenyeni Eziphezulu
1.I-Toray igcina unqenqema lwayo kuma-carbon fibers asebenza kakhulu, abalulekile emkhathini nasezimbonini ezisezingeni eliphezulu. Ngo-2025, ibhizinisi layo le-carbon fiber kanye nenhlanganisela libike ukukhula okuqinile, ngemali engenayo efinyelela kuma-yen ayizigidi eziyizinkulungwane ezingama-300 (cishe ama-dollar ayizigidi eziyizinkulungwane ezingama-2.1) kanye nokwanda kwenzuzo okungama-70.7%. I-T1000 yabo - i-carbon fibers yebanga, enamandla angu-7.0GPa, iyindinganiso yegolide emakethe yomhlaba wonke ephezulu, efakwe ngaphezu kuka-60% wezinhlanganisela ze-carbon fiber endizeni efana ne-Boeing 787 ne-Airbus A350. Imizamo eqhubekayo ye-R&D ye-Toray, njengokuthuthuka kwe-high-modulus carbon fibers njenge-M60J, iwagcina iminyaka emi-2 - 3 ngaphambi kozakwabo baseShayina kule ndawo.
2. I-Strategic Diversification kanye ne-Global Reach
Ukwandisa indawo yayo yemakethe, iToray ibambe iqhaza elibonakalayo ekuthengeni kwamasu nokwandiswa. Ukutholwa kwezingxenye ze-SGL Group yaseJalimane kuthuthukise isikhundla sayo emakethe yamandla omoya yaseYurophu. Lesi sinyathelo asigcinanga nje ngokunweba isisekelo samakhasimende ayo kodwa sivumele nokuhlanganiswa kobuchwepheshe obuhambisanayo namandla okukhiqiza. Ukwengeza, izinkontileka zesikhathi eside zikaToray nabadlali abakhulu be-aerospace njenge-Boeing ne-Airbus ziqinisekisa ukusakazwa kwemali engenayo okuzinzile, nokubonakala kwe-oda kuze kufike ku-2030. Lokhu kubona izinto kusengaphambili okuyisu, kuhlanganiswe nobuholi bezobuchwepheshe, kwakha umgogodla wokubusa emhlabeni jikelele kweToray.
Ⅱ.Amabhizinisi aseShayina: Ukuzulazula Ukukhula kanye Nokusungula
1. I-Domestic Sbstitution and Scale - Ukukhula okuqhutshwayo
I-China iqhamuke njengomkhiqizi omkhulu we-carbon fibre emhlabeni, ebambe u-47.7% womthamo womhlaba wonke ngo-2025. Izinkampani ezifana ne-Jilin Chemical Fiber kanye ne-Zhongfu Shenying zihola phambili emakethe emaphakathi - ukuya - kuya -phansi - ekupheleni. I-Jilin Chemical Fiber, umphakeli omkhulu kasilika ongahluziwe emhlabeni onamandla angu-160,000 - umthamo wamathani, isebenzise izintambo ezinkulu.ukukhiqizwa kwe-carbon fiber. Imikhiqizo yabo engu-50K/75K, enenani eliphansi ngo-25% kune-Toray's emkhakheni wamandla omoya, ibenze bakwazi ukuthwebula ingxenye enkulu yemakethe ye-wind power blade, ngama-oda aphelele kanye nezinga lokusebenza elingama-95% - 100% ngo-2025.
2.Ukuphumelela Kwezobuchwepheshe kanye Nokungena Kwemakethe Ye-Niche
Naphezu kokusalela emikhiqizweni ephezulu, amabhizinisi aseShayina athuthuka ngokushesha. Ukuphumelela kuka-Zhongfu Shenying kowomile – ijethi emanzi – ukuphotha ubuchwepheshe kuyisibonelo esihle kakhulu. Imikhiqizo yabo ye-T700 – grade isiphasile isitifiketi se-COMAC, okumaka ukungena kwabo ochungechungeni olukhulu lokuhlinzekwa kwezindiza. Ngakolunye uhlangothi, iZhongjian Technology, ifake ekhoneni ngaphezulu kwama-80% emakethe yezindiza zamasosha e-carbon fiber ngochungechunge lwayo lwe-ZT7 (ngaphezulu kwe-T700 - grade). Ngaphezu kwalokho, ngokukhula kwezomnotho okuphansi - ukuphakama, amafemu aseShayina ami kahle. I-Zhongjian Technology kanye ne-Guangwei Composites ingene ochungechungeni lokuhlinzekwa kwabakhiqizi be-eVTOL abafana ne-Xpeng ne-EHang, besebenzisa imali ephezulu ye-carbon fiber (ngaphezu kwama-75%) kulezi zindiza.
III. Ikusasa - elibhekene namasu amaShayina Enterprises
1. Ukutshala imali ku-R&D ukuze uthole ukuthuthukiswa komkhiqizo osezingeni eliphezulu
Ukuze ungene emakethe ephezulu ephethwe yiToray, amabhizinisi aseShayina kufanele aqinise imizamo ye-R&D. Ukugxila ekuthuthukiseni i-T1100 - ibanga nangaphezulu - i-modulus carbon fibers, efana ne-Toray's M65J, kubalulekile. Lokhu kudinga ukutshalwa kwezimali okukhulu ezikhungweni zocwaningo, ukuqashwa kwamakhono, nokusebenzisana nezikhungo zocwaningo. Isibonelo, ukwanda kokutshalwa kwezimali ocwaningweni oluyisisekelo oluhlobeneizinto ze-carbon fibrekungaholela ezinqubweni zokukhiqiza ezintsha kanye nokuthuthukiswa kwemikhiqizo, kusize amafemu aseShayina avale igebe lobuchwepheshe.
2. Ukuqinisa Imboni - Inyuvesi - Ukusebenzisana Kocwaningo
Ukuthuthukisa ukubambisana phakathi kwezimboni, amanyuvesi, nezikhungo zocwaningo kungasheshisa ukusungulwa kwezobuchwepheshe. Amanyuvesi nezikhungo zocwaningo zingahlinzeka ngosekelo oluyisisekelo locwaningo, kanti amabhizinisi anganikeza imininingwane esebenzayo nezinsiza zokudayisa. Lokhu kusebenzisana kungaholela ekuthuthukisweni okushaukusetshenziswa kwe-carbon fibers kanye namasu okukhiqiza. Isibonelo, amaphrojekthi ocwaningo ahlangene mayelana nokusetshenziswa kabusha kwe-carbon fibre awakwazi nje kuphela ukubhekana nokukhathazeka kwemvelo kodwa futhi avule amathuba amasha ebhizinisi emnothweni oyindilinga.
3. Ukunwebela Ezimakethe Ezisafufusa
Ukukhula kwezimakethe ezisafufusa, njengomkhakha wokugcina amandla e-hydrogen nezokuthutha, kuveza amathuba abalulekile. Isidingo se-T700 - grade carbon fiber ebhodleleni lokugcina i-hydrogen IV kulindeleke ukuthi sifinyelele amathani ayi-15,000 ngo-2025. Amabhizinisi aseShayina kufanele atshale imali ngokugcwele kule ndawo, asebenzise amakhono awo okukhiqiza akhona kanye nezinzuzo zezindleko. Ngokungena kulezi zimakethe ezisafufusa kusenesikhathi, zingasungula indawo yokuncintisana futhi ziqhubekisele ukukhula kwekusasa.
Isiphetho
Umhlaba jikelele imakethe ye-carbon fibrekusiphambano, ubuholi obuqhubekayo bezobuchwepheshe bukaToray buphonselwa inselelo ukukhula okusheshayo kwamabhizinisi aseShayina. Amasu eToray okuqanjwa kabusha kwezobuchwepheshe kanye nokwehlukahlukana komhlaba wonke asigcinile isikhundla sawo, kuyilapho amafemu aseShayina asebenzisa ukushintshwa kwasekhaya, isikali, kanye nokungena ezimakethe ze-niche. Uma sibheka phambili, amabhizinisi aseShayina angathuthukisa ukuncintisana kwawo ngokugxila ku-R&D ephezulu - ekupheleni, ukuqinisa imboni - inyuvesi - ukusebenzisana kocwaningo, kanye nokuhlola izimakethe ezisafufusa. Lokhu kusebenzisana okunamandla phakathi komholi wemakethe nabadlali abasafufusa kungenzeka kuchaze kabusha imboni ye-carbon fiber eminyakeni ezayo, kwethule kokubili izinselelo namathuba kubatshalizimali nababambe iqhaza embonini ngokufanayo.
Isikhathi sokuthumela: Jul-25-2025