(I) Kev Lag Luam Status Quo: Kev loj hlob tsis tu ncua hauv nplai thiab kev ua kom zoo ntxiv hauv cov qauv
Tuam Tshoj tus semi-trailer export kev lag luam qhia txog kev loj hlob ntawm "ntev ntim thiab txhim kho zoo". Hauv xyoo 2023, lub ntiaj teb tag nrho cov khoom tsim tawm ntawm semi- trailer yog kwv yees li 5.87 lab units, thiab Tuam Tshoj suav txog 19.1% ntawm tag nrho lub ntiaj teb nrog cov zis ntawm 1.12 lab units. Ntawm lawv, qhov kev faib ua feem ntawm cov khoom xa tawm hauv lub tebchaws tau nce xyoo los ntawm xyoo. Lub ntim export ntawm Liangshan, ib qho kev lag luam hauv paus, suav txog ntau dua 35% ntawm lub teb chaws tag nrho, nrog export ntim ntau tshaj 11 billion yuan nyob rau hauv 2024. Nyob rau hauv cov nqe lus ntawm cov khoom qauv, ib txwm flatbed thiab van semi{12}}trailers tseem yog lub ntsiab export khoom, thaum tshwj xeeb qauv xws li refrigerated semi-trailers thiab tank semi-trailers. Qhov sib xyaw ua ke txhua xyoo kev loj hlob ntawm cov tub yees semi{16}}trailers yuav tsum ncav cuag 12.3% txij xyoo 2026 txog 2030. Hais txog kev sib tw qauv, cov tuam txhab ua lag luam xws li CIMC Tsheb, Tuam Tshoj National Heavy Duty Truck Group thiab Liangshan Huayu tuav txoj haujlwm tseem ceeb. Los ntawm kev tsim txiaj ntawm kev tsim khoom lag luam thiab kev pabcuam thoob ntiaj teb, lawv tsim kev sib tw sib txawv nrog cov neeg loj thoob ntiaj teb xws li Wabash.
(II) Export Market Distribution: Diversified Layout with Focus on Emerging Markets
Kev lag luam thoob ntiaj teb xa tawm qhia pom tseeb hauv cheeb tsam sib txawv yam ntxwv:
• Cov lag luam Esxias sab hnub tuaj yog thaj chaw loj hlob. Vim qhov kev thov rau kev tsim kho vaj tse, cov teb chaws xws li Nyab Laj thiab Thaib teb muaj kev xav tau ntau rau van, qis - txaj thiab tub yees semi{2}} trailer, suav txog 35% ntawm Liangshan tag nrho cov khoom xa tawm xyoo 2024, nrog rau Nyab Laj cov khoom xa tuaj tau nce 20% xyoo-rau- xyoo;
• Lub khw African feem ntau xav tau cov khoom pov tseg ib nrab -trailers thiab roj tankers. Lub teb chaws xws li Nigeria thiab South Africa muaj ntau qhov kev xa tawm txhua xyoo, suav txog 25% ntawm Liangshan cov khoom xa tawm;
• Middle East tsom rau cov chaw txhawb nqa roj, nrog rau Saudi Arabia thiab United Arab Emirates muaj qhov xav tau tseem ceeb rau cov roj tankers thiab cov tsheb thauj khoom thauj;
• Vim muaj kev cuam tshuam kev ua haujlwm siab, European thiab Asmeskas kev lag luam feem ntau tsom mus rau qib siab -end customized qauv, uas yuav tsum tau ua raws li cov qauv ntawv pov thawj nruj;
• Cov teb chaws raws Txoj Kev Siv thiab Txoj Kev tau pab txhawb nqa qhov tseem ceeb ntawm Tuam Tshoj ib nrab -trailer xa tawm, nrog rau kev loj hlob ntawm kev xa tawm mus rau ASEAN nce mus txog 16.6% hauv thawj ib nrab xyoo 2025.
(III) Cov Ntsiab Lus Yuav Tsum Tau Ua: Ua Raws Li Ua Ntej, Kev Hloov Kho raws li Vajntxwv
Kev ua raws cai thiab kev hloov kho hauv zos yog qhov tseem ceeb rau kev xa tawm semi-trailer:
• Hais txog daim ntawv pov thawj thoob ntiaj teb, EU yuav tsum tau Daim Ntawv Pom Zoo Tag Nrho Lub Tsheb (WVTA) thiab E/E-Cov ntawv pov thawj cov khoom pov thawj, suav nrog ntau tshaj 200 qhov kev ntsuam xyuas kev nyab xeeb thiab kev tiv thaiv ib puag ncig; Tebchaws Asmeskas xav tau DOT daim ntawv pov thawj kev nyab xeeb thiab EPA emission certification, nrog cov ntsiab lus nruj raws li cov qauv kev sib tsoo;
• Hais txog kev hloov kho, cov cheeb tsam chaw sov xav tau kev ua kom zoo siab -kub corrosion kuj tsim, thaj chaw suab puam xav tau kev txhim kho chassis xuab zeb, thiab European thiab Asmeskas kev lag luam yuav tsum tau hloov mus rau hauv thaj chaw teeb tsa xws li kilometer/mais speedometers;
• Hais txog kev coj ua tshiab, lub teeb (15%-20% txo qhov hnyav siv siab- lub zog steel thiab aluminium alloy), kev txawj ntse (kev saib xyuas lub log tsheb, kev kuaj xyuas tej thaj chaw deb) thiab kev hloov pauv lub zog tshiab tau dhau los ua tus yuam sij rau kev sib tw. Hluav taws xob semi-trailers yuav tsum tau ua raws li cov kev cai xws li CSMS cybersecurity certification.
(IV) Txoj Cai cuam tshuam: Kev sib koom ua ke ntawm cov cib fim thiab kev sib tw
Txoj cai yog ib qho tseem ceeb huab cua vane rau kev txhim kho kev lag luam:
• Hais txog kev cai lij choj hauv tebchaws, cov ntaub ntawv xws li "Peb- Xyoo Kev Npaj Ua Haujlwm rau Kev Txhim Kho Siab- Kev Txhim Kho Zoo ntawm Kev Lag Luam Logistics" txhawb kev txhim kho thev naus laus zis, thiab cov cai txhawb nqa kev pov hwm xa tawm credit thiab kev tsim kho tsev rau txawv teb chaws txo kev pheej hmoo ntawm kev lag luam;
• Hais txog cov kev cai thoob ntiaj teb, kev lag luam kev lag luam muaj kev cuam tshuam nrog kev pom zoo hauv cheeb tsam. Tebchaws Asmeskas tau tshaj tawm 25% tariff rau nruab nrab thiab hnyav - cov tsheb thauj khoom txij li xyoo 2025, thiab Mexico tau tshaj tawm 50% tariff ib txhij, thaum daim ntawv cog lus RCEP muab kev txo nqi rau kev lag luam hauv ASEAN;
• Ib puag ncig cov cai tswj kev hloov pauv. EU tus qauv Euro 7 yuav tsum tau txo 60% ntawm nitrogen oxide emissions piv nrog Tuam Tshoj lub National VI tus qauv, thiab cov teb chaws xws li Ethiopia tau ncaj qha txwv tsis pub tsheb roj, yuam cov tuam txhab lag luam kom nrawm zog tshiab layout.
Tuam Tshoj tus semi-trailer export kev lag luam yog nyob rau hauv ib tug tseem ceeb theem ntawm lub ntiaj teb no layout. Nws tsis yog tsuas yog tau txais txiaj ntsig los ntawm kev thov nyiaj faib tawm ntawm cov lag luam tawm tshiab, tab sis tseem ntsib ob txoj kev sib tw ntawm cov ntawv pov thawj kev lag luam thiab cov cai lag luam. Nyob rau yav tom ntej, tsuas yog los ntawm kev ua raws li lub hauv paus, thev naus laus zis ua lub hauv paus thiab kev lag luam raws li kev taw qhia, thiab txuas ntxiv txhawb kev tsim khoom hauv cheeb tsam thiab kev hloov kho tshiab, peb tuaj yeem tuav txoj haujlwm zoo dua hauv kev sib tw thoob ntiaj teb.
