{"id":2492,"date":"2025-06-11T06:04:37","date_gmt":"2025-06-11T06:04:37","guid":{"rendered":"https:\/\/rifengcable.com\/?p=2492"},"modified":"2025-06-11T06:08:41","modified_gmt":"2025-06-11T06:08:41","slug":"cable-revolution-under-the-tide-of-new-energy","status":"publish","type":"post","link":"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/","title":{"rendered":"Cabluri ecologice \u0219i inteligente: Explozia pie\u021bei $1T a energiei noi"},"content":{"rendered":"<div class=\"row\"  id=\"row-494321825\">\n\n\t<div id=\"col-1188785369\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_75 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Tabla de con\u021binut<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Tabelul de con\u021binut\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#Cable_revolution_under_the_tide_of_new_energy\" >Revolu\u021bia cablurilor sub valul de energie nou\u0103<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#1Market_demand_explodes_and_new_energy_installation_drives_a_market_worth_hundreds_of_billions_of_yuan\" >1.Cererea de pe pia\u021b\u0103 explodeaz\u0103, iar instalarea energiei noi conduce la o pia\u021b\u0103 \u00een valoare de sute de miliarde de yuani<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#2Technological_innovation_is_accelerating_and_material_revolution_and_intelligent_upgrades_are_leading_the_future\" >2.Inova\u021bia tehnologic\u0103 se accelereaz\u0103, iar revolu\u021bia materialelor \u0219i moderniz\u0103rile inteligente conduc viitorul<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#3Fluctuations_in_raw_material_prices_and_cost_pressures_test_the_resilience_of_companies_survival\" >3.Fluctua\u021biile pre\u021burilor materiilor prime \u0219i presiunile asupra costurilor pun la \u00eencercare rezilien\u021ba supravie\u021buirii \u00eentreprinderilor<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#4Environmental_protection_and_green_transformation_policies_and_regulations_reshape_the_industry_ecology\" >4.Protec\u021bia mediului \u0219i transformarea ecologic\u0103, politicile \u0219i reglement\u0103rile remodeleaz\u0103 ecologia industriei<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#5Industry_integration_and_internationalization_reshaping_the_pattern_under_the_concentration_increase\" >5.Integrarea \u0219i interna\u021bionalizarea industriei, remodelarea modelului \u00een contextul cre\u0219terii concentr\u0103rii<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#6The_competitive_landscape_is_differentiated_and_technical_barriers_build_a_moat\" >6.Peisajul concuren\u021bial este diferen\u021biat, iar barierele tehnice construiesc un moat<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/rifengcable.com\/ro\/cable-revolution-under-the-tide-of-new-energy\/#Summary\" >Rezumat<\/a><\/li><\/ul><\/nav><\/div>\n<h2 id=\"cable-revolution-under-the-tide-of-new-energy-100-billion-market-is-about-to-explode-green-and-intelligent-will-determine-the-outcome\"><span class=\"ez-toc-section\" id=\"Cable_revolution_under_the_tide_of_new_energy\"><\/span>Revolu\u021bia cablurilor sub valul de energie nou\u0103<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<blockquote>\n<p>Sub valul energiei verzi \u0219i al transportului electric, o revolu\u021bie t\u0103cut\u0103 a cablurilor remodeleaz\u0103 structura pie\u021bei de miliarde de dolari.<\/p>\n<\/blockquote>\n<p>Structura energetic\u0103 global\u0103 se confrunt\u0103 cu o furtun\u0103 de transformare f\u0103r\u0103 precedent. P\u00e2n\u0103 \u00een 2024, capacitatea instalat\u0103 de energie nou\u0103 din China a dep\u0103\u0219it \u00een mod istoric energia pe baz\u0103 de c\u0103rbune, iar expansiunea rapid\u0103 a energiei eoliene \u0219i fotovoltaice a dus la o cre\u0219tere a cererii de cabluri speciale rezistente la temperaturi ridicate \u0219i anti-\u00eemb\u0103tr\u00e2nire.<\/p>\n<p>\u00cen acela\u0219i timp, State Grid a anun\u021bat un plan de investi\u021bii de 650 de miliarde de yuani \u00een 2025, iar proiectele UHV \u0219i proiectele de energie eolian\u0103 offshore au injectat un impuls puternic pe pia\u021ba cablurilor de \u00eenalt\u0103 tensiune.<\/p>\n<p>V\u00e2nz\u0103rile de vehicule cu energie nou\u0103 au \u00eenregistrat o cre\u0219tere exploziv\u0103, cresc\u00e2nd de la 507 000 de vehicule \u00een 2016 la 12,866 milioane de vehicule \u00een 2024, ceea ce a determinat ca dimensiunea pie\u021bei de cabluri de \u00eenalt\u0103 tensiune pentru automobile s\u0103 dep\u0103\u0219easc\u0103 12,8 miliarde de yuani.<\/p>\n<p>Cu toate acestea, \u00een spatele prosperit\u0103\u021bii se ascund curente subterane. Pre\u021burile cuprului fluctueaz\u0103 violent \u00een intervalul 8.000-10.000 de dolari americani pe ton\u0103, tarifele UE la carbon se extind la produsele de cablu, concentrarea de pia\u021b\u0103 a primelor zece companii din industrie urc\u0103 la 45%-50%, iar \u00eentreprinderile mici \u0219i mijlocii se confrunt\u0103 cu o concuren\u021b\u0103 brutal\u0103 de eliminare.<\/p>\n<p>Sub dubla presiune a itera\u021biei tehnologice \u0219i a transform\u0103rii ecologice, industria s\u00e2rmelor \u0219i cablurilor se afl\u0103 la r\u0103scrucea transform\u0103rii \u0219i moderniz\u0103rii.<\/p>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n<div class=\"row\"  id=\"row-718372409\">\n\n\t<div id=\"col-804683654\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\t<div class=\"img has-hover x md-x lg-x y md-y lg-y\" id=\"image_1291693974\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" >\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1457\" src=\"https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-scaled.webp\" class=\"attachment-original size-original\" alt=\"Revolu\u021bia cablurilor sub valul de energie nou\u0103\" srcset=\"https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-scaled.webp 2560w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-300x171.webp 300w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-1024x583.webp 1024w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-768x437.webp 768w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-1536x874.webp 1536w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-2048x1165.webp 2048w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-18x10.webp 18w, https:\/\/rifengcable.com\/wp-content\/uploads\/2025\/06\/abdc76d983e947b6b140a95d22116a66-600x341.webp 600w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" title=\"\">\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_1291693974 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n<\/div>\n<h2 id=\"01-market-demand-explodes-and-new-energy-installation-drives-a-market-worth-hundreds-of-billions-of-yuan\"><span class=\"ez-toc-section\" id=\"1Market_demand_explodes_and_new_energy_installation_drives_a_market_worth_hundreds_of_billions_of_yuan\"><\/span>1.Cererea de pe pia\u021b\u0103 explodeaz\u0103, iar instalarea energiei noi conduce la o pia\u021b\u0103 \u00een valoare de sute de miliarde de yuani<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Valul global de transformare a energiei a deschis un spa\u021biu larg de cre\u0219tere pentru s\u00e2rm\u0103 \u0219i <a href=\"https:\/\/rifengcable.com\/ro\/about-cable-manufacturer\/\">industria cablurilor<\/a>. State Grid inten\u021bioneaz\u0103 s\u0103 investeasc\u0103 peste 650 de miliarde de yuani \u00een 2025, iar proiectele de transport de tensiune ultra \u00eenalt\u0103 se accelereaz\u0103, determin\u00e2nd \u00een mod direct o cre\u0219tere a cererii de cabluri de \u00eenalt\u0103 tensiune \u0219i de tensiune ultra \u00eenalt\u0103.<\/p>\n<p>Aceste proiecte au cerin\u021be extrem de ridicate pentru indicatorii tehnici ai cablurilor, cum ar fi descoperirea \u00een localizarea cablurilor flexibile de curent continuu de \u00b1535kV, ceea ce indic\u0103 faptul c\u0103 \u00eentreprinderile chineze \u0219i-au \u00eembun\u0103t\u0103\u021bit semnificativ competitivitatea pe pia\u021ba high-end.<\/p>\n<p>Domeniul energiei noi a devenit un motor de cre\u0219tere. Se preconizeaz\u0103 c\u0103 noua capacitate instalat\u0103 de energie eolian\u0103 offshore va ajunge la peste 10 GW \u00een 2025, iar cererea de cabluri submarine de tensiune ultra \u00eenalt\u0103 \u00eenregistreaz\u0103 o tendin\u021b\u0103 exploziv\u0103.<\/p>\n<p>Cablurile submarine ale parcurilor eoliene nu numai c\u0103 trebuie s\u0103 reziste la medii de \u00eenalt\u0103 tensiune, dar trebuie s\u0103 aib\u0103 \u0219i rezisten\u021b\u0103 la coroziune \u0219i la trac\u021biune. Barierele tehnice au creat un \u0219an\u021b pentru companiile de top precum Zhongtian Technology \u0219i Hengtong Optics.<\/p>\n<p>Industria fotovoltaic\u0103 a contribuit, de asemenea, \u00een mod semnificativ la cre\u0219tere. Pe m\u0103sur\u0103 ce propor\u021bia cablurilor flexibile de curent continuu \u00een centralele fotovoltaice cre\u0219te, a crescut \u0219i cererea de cabluri de sus\u021binere. \u00cen 2025, se preconizeaz\u0103 c\u0103 pia\u021ba global\u0103 a s\u00e2rmelor \u0219i cablurilor va dep\u0103\u0219i 1,5 trilioane de dolari americani, din care China va reprezenta peste 40%, iar ponderea cablurilor speciale high-end legate de energia nou\u0103 va cre\u0219te de la 18% la 30%.<\/p>\n<p>Valul de electrificare a transportului a deschis \u00een acela\u0219i timp noi spa\u021bii. Kilometrajul total al transportului feroviar urban din China a dep\u0103\u0219it 15 000 de kilometri, iar construc\u021bia c\u0103ilor ferate de mare vitez\u0103 a determinat o cre\u0219tere cu 30%-40% a cererii de cabluri de alimentare cu energie de trac\u021biune \u0219i cabluri de semnal. Extinderea re\u021belei de transport a impus cerin\u021be mai ridicate \u00een ceea ce prive\u0219te rezisten\u021ba la vibra\u021bii \u0219i performan\u021ba anti-interferen\u021b\u0103 a cablurilor, determin\u00e2nd actualiz\u0103ri \u0219i itera\u021bii ale produselor.<\/p>\n<h2 id=\"02-technological-innovation-is-accelerating-and-material-revolution-and-intelligent-upgrades-are-leading-the-future\"><span class=\"ez-toc-section\" id=\"2Technological_innovation_is_accelerating_and_material_revolution_and_intelligent_upgrades_are_leading_the_future\"><\/span>2.Inova\u021bia tehnologic\u0103 se accelereaz\u0103, iar revolu\u021bia materialelor \u0219i moderniz\u0103rile inteligente conduc viitorul<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Cerin\u021bele stricte ale noilor scenarii energetice privind performan\u021ba cablurilor impun salturi tehnologice. Progresele \u00een domeniul materialelor sunt deosebit de importante. Popularizarea materialelor izolante din poliimid\u0103 de \u00eenalt\u0103 performan\u021b\u0103 a crescut rezisten\u021ba termic\u0103 a cablurilor cu 30%-50%.<\/p>\n<p>Acest material poate rezista la fluctua\u021bii extreme de temperatur\u0103 \u0219i poate asigura func\u021bionarea stabil\u0103 a centralelor fotovoltaice \u0219i a vehiculelor electrice \u00een medii complexe. Cercetarea \u0219i dezvoltarea de noi materiale conductoare, cum ar fi nanotuburile de carbon \u0219i grafenul, s-au accelerat, \u00eembun\u0103t\u0103\u021bind semnificativ eficien\u021ba transmiterii energiei prin reducerea rezistivit\u0103\u021bii.<\/p>\n<p>Proiectarea structural\u0103 \u0219i inovarea proceselor avanseaz\u0103 simultan. Apari\u021bia tehnologiei de supraalimentare de mare putere r\u0103cit\u0103 cu lichid a generat o cerere pentru cabluri noi. Cele mai importante companii au dezvoltat solu\u021bii de cabluri cu diametru exterior mic, u\u0219oare, r\u0103cite cu lichid, pentru a fi utilizate \u00een sta\u021bii de supraalimentare precum \"Ji Neng\".<\/p>\n<p>Acest design inovator rezolv\u0103 problema disip\u0103rii c\u0103ldurii \u00een timpul \u00eenc\u0103rc\u0103rii rapide, \u00eembun\u0103t\u0103\u021be\u0219te eficien\u021ba \u00eenc\u0103rc\u0103rii cu mai mult de 30% \u0219i elimin\u0103 obstacolele cheie \u00een calea populariz\u0103rii vehiculelor electrice.<\/p>\n<p>Inteligen\u021ba a devenit urm\u0103toarea genera\u021bie de concentrare a concuren\u021bei. Se preconizeaz\u0103 c\u0103 dimensiunea pie\u021bei cablurilor inteligente va cre\u0219te cu 35%-40% anual, cu rate de penetrare de 30% \u0219i 25% \u00een domeniile energiei electrice \u0219i, respectiv, transporturilor. Cablurile cu senzori distribui\u021bi din fibr\u0103 optic\u0103 pot monitoriza temperatura \u0219i parametrii de stres \u00een timp real, cu o rat\u0103 de acurate\u021be a avertiz\u0103rii de defec\u021biuni de peste 95%, reduc\u00e2nd costul de operare \u0219i \u00eentre\u021binere a re\u021belei electrice cu mai mult de 20%.<\/p>\n<p>Tehnologia Blockchain este aplicat\u0103 la trasabilitatea \u00eentregului ciclu de via\u021b\u0103 al cablurilor, sporind credibilitatea calit\u0103\u021bii \u0219i remodel\u00e2nd mecanismul de \u00eencredere al industriei.<\/p>\n<p>Progresul tehnologic aduce, de asemenea, o revolu\u021bie a eficien\u021bei. Popularizarea tehnologiei de turnare \u0219i laminare continu\u0103 a crescut rata de utilizare a materialelor din cupru la 98%, reduc\u00e2nd semnificativ costurile de produc\u021bie. Inspec\u021bia vizual\u0103 AI \u0219i liniile de produc\u021bie automatizate de robo\u021bi au redus ratele de defect ale produselor cu 50% \u0219i au crescut eficien\u021ba produc\u021biei cu 30%.<\/p>\n<p>Aceste inova\u021bii au consolidat competitivitatea de baz\u0103 a \u00eentreprinderilor lider \u00een domeniul tehnologiei.<\/p>\n<h2 id=\"03-fluctuations-in-raw-material-prices-and-cost-pressures-test-the-resilience-of-companies-survival\"><span class=\"ez-toc-section\" id=\"3Fluctuations_in_raw_material_prices_and_cost_pressures_test_the_resilience_of_companies_survival\"><\/span>3.Fluctua\u021biile pre\u021burilor materiilor prime \u0219i presiunile asupra costurilor pun la \u00eencercare rezilien\u021ba supravie\u021buirii \u00eentreprinderilor<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Fluctua\u021biile puternice ale pre\u021burilor cuprului au devenit cel mai mare factor de incertitudine din industrie. \u00cen 2025, pre\u021burile interna\u021bionale ale cuprului vor fluctua \u00een intervalul 8 000-10 000 de dolari americani pe ton\u0103, reduc\u00e2nd direct marjele de profit ale \u00eentreprinderilor. Aceast\u0103 fluctua\u021bie este transmis\u0103 la nivelul produc\u021biei, for\u021b\u00e2nd companiile s\u0103 adopte strategii de r\u0103spuns diversificate.<\/p>\n<p>Companiile principale \u00ee\u0219i blocheaz\u0103 costurile prin acoperirea futures, cum ar fi companiile listate, precum Far East Holdings, care utilizeaz\u0103 instrumente financiare pentru a atenua fluctua\u021biile pre\u021burilor. Limitate de fonduri, \u00eentreprinderile mici \u0219i mijlocii au apelat la alternative de baz\u0103 din aluminiu, determin\u00e2nd produc\u021bia de cabluri de baz\u0103 din aluminiu s\u0103 creasc\u0103 cu 15% de la an la an.<\/p>\n<p>De\u0219i \u00eenlocuirea materialelor reduce costurile, trebuie dep\u0103\u0219ite dificult\u0103\u021bi tehnice precum conductivitatea \u0219i fiabilitatea conexiunilor. Integrarea lan\u021bului de aprovizionare a devenit cheia pentru ie\u0219irea din impas. \u00centreprinderile de v\u00e2rf extind cooperarea \u00een amonte \u0219i reduc costurile de achizi\u021bie cu 10%-15% prin participarea la mine \u0219i semnarea de contracte pe termen lung.<\/p>\n<p>Jiangsu Shangshang Cable \u0219i alte companii au construit o bucl\u0103 \u00eenchis\u0103 \"produc\u021bie - reciclare - reutilizare\", cresc\u00e2nd rata de reciclare a cablurilor reziduale la mai mult de 80%, reduc\u00e2nd dependen\u021ba de cuprul primar.<\/p>\n<p>Optimizarea proceselor reduce, de asemenea, presiunea asupra costurilor. Jinbei Electric a redus cantitatea de conductori cu 8% f\u0103r\u0103 a afecta performan\u021ba prin \u00eembun\u0103t\u0103\u021birea procesului de r\u0103sucire a fasciculului. Xinhongye a dezvoltat o tehnologie cu strat izolator ultra-sub\u021bire pentru a reduce consumul de materiale, asigur\u00e2nd \u00een acela\u0219i timp nivelul de tensiune de rezisten\u021b\u0103.<\/p>\n<p>Aceste microinova\u021bii au devenit cheia supravie\u021buirii \u00eentreprinderilor \u00een contextul \u00een care marjele de profit ale industriei sunt \u00een general reduse la 3%-5%.<\/p>\n<h2 id=\"04-environmental-protection-and-green-transformation-policies-and-regulations-reshape-the-industry-ecology\"><span class=\"ez-toc-section\" id=\"4Environmental_protection_and_green_transformation_policies_and_regulations_reshape_the_industry_ecology\"><\/span>4.Protec\u021bia mediului \u0219i transformarea ecologic\u0103, politicile \u0219i reglement\u0103rile remodeleaz\u0103 ecologia industriei<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Obiectivul global al neutralit\u0103\u021bii carbonului promoveaz\u0103 \u00eembun\u0103t\u0103\u021birea general\u0103 a standardelor de protec\u021bie a mediului. Propor\u021bia cablurilor f\u0103r\u0103 halogen \u0219i ignifuge cu fum redus \u00een proiectele de infrastructur\u0103 a crescut de la 30% la 40%-45%, iar dimensiunea pie\u021bei a crescut cu 35%-40% anual.<\/p>\n<p>Acest tip de cablu minimizeaz\u0103 emisiile de gaze toxice \u00een condi\u021bii de incendiu \u0219i asigur\u0103 siguran\u021ba evacu\u0103rii personalului. A devenit un standard obligatoriu pentru instala\u021biile publice, cum ar fi metrourile \u0219i spitalele.<\/p>\n<p>Barierele ecologice interna\u021bionale continu\u0103 s\u0103 creasc\u0103. Tariful UE pentru carbon (CBAM) a fost extins la produsele de cablu, iar companiile exportatoare se confrunt\u0103 cu o presiune suplimentar\u0103 asupra costurilor. Ca r\u0103spuns la aceste provoc\u0103ri, companiile de top au accelerat dispunerea produc\u021biei de electricitate ecologic\u0103 \u0219i a aplica\u021biilor de materiale reciclate. De exemplu, Hengtong Optoelectronics a instalat acoperi\u0219uri fotovoltaice \u00een fabricile sale din Asia de Sud-Est pentru a ob\u021bine zero emisii de carbon pe linia de produc\u021bie.<\/p>\n<p>Politica intern\u0103 \"dual carbon\" este, de asemenea, strict\u0103. Investi\u021biile companiei \u00een procesul de protec\u021bie a mediului au crescut cu 30%-40%. Prin m\u0103suri precum recuperarea c\u0103ldurii reziduale \u0219i monitorizarea consumului de energie, consumul unitar de energie al produsului a fost redus cu 15%-20%, iar emisiile poluante au fost reduse cu 20%-25%.<\/p>\n<p>Certificarea produc\u021biei ecologice a devenit un prag de licita\u021bie. De exemplu, Baosheng Co., Ltd. a c\u00e2\u0219tigat licita\u021bia pentru proiectul de re\u021bea electric\u0103 din Singapore cu certificarea sa de fabric\u0103 f\u0103r\u0103 emisii de carbon.<\/p>\n<p>Cercetarea \u0219i dezvoltarea de materiale degradabile a deschis o nou\u0103 cale. Materialele izolante pe baz\u0103 de acid polilactic bio au \u00eenceput s\u0103 \u00eenlocuiasc\u0103 PVC-ul tradi\u021bional. De\u0219i costul este cu 40% mai mare, emisiile de carbon pe \u00eentregul ciclu de via\u021b\u0103 sunt reduse cu 60%.<\/p>\n<p>Odat\u0103 cu punerea \u00een aplicare a Directivei UE privind proiectarea ecologic\u0103 (ErP), acest tip de materiale ecologice se va transforma dintr-un \"punct pozitiv\" \u00eentr-o \"necesitate\", iar companiile care iau m\u0103suri din timp vor ob\u021bine oportunit\u0103\u021bi de pia\u021b\u0103.<\/p>\n<h2 id=\"05-industry-integration-and-internationalization-reshaping-the-pattern-under-the-concentration-increase\"><span class=\"ez-toc-section\" id=\"5Industry_integration_and_internationalization_reshaping_the_pattern_under_the_concentration_increase\"><\/span>5.Integrarea \u0219i interna\u021bionalizarea industriei, remodelarea modelului \u00een contextul cre\u0219terii concentr\u0103rii<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Concentrarea pie\u021bei se accelereaz\u0103. Cota de pia\u021b\u0103 a primelor zece companii din industrie a crescut de la 40% la 45%-50%, iar \u00eentreprinderile mici \u0219i mijlocii se confrunt\u0103 cu presiunea elimin\u0103rii. \u00cen spatele acestei integr\u0103ri se afl\u0103 eviden\u021bierea efectului de scar\u0103 - avantajele companiilor lider \u00een negocierea materiilor prime, investi\u021biile \u00een cercetare \u0219i dezvoltare \u0219i achizi\u021bia de certific\u0103ri formeaz\u0103 un ciclu pozitiv.<\/p>\n<p>Amenajarea interna\u021bional\u0103 a devenit cheia pentru ie\u0219irea din impas. Proiectele de infrastructur\u0103 de-a lungul \"Belt and Road\" au determinat cererea de cabluri s\u0103 dep\u0103\u0219easc\u0103 $50 de miliarde de dolari, iar companiile chineze au ocupat 20%-25% din cota de pia\u021b\u0103 datorit\u0103 avantajelor lor \u00een domeniul tehnologiei cablurilor submarine \u0219i de foarte \u00eenalt\u0103 tensiune.<\/p>\n<p>Zhongtian Technology a \u00eenfiin\u021bat o baz\u0103 de produc\u021bie \u00een Vietnam pentru a eluda restric\u021biile \"Inflation Reduction Act\" din SUA \u0219i pentru a radia \u00een acela\u0219i timp pia\u021ba de energie nou\u0103 ASEAN.<\/p>\n<p>Apar strategii concuren\u021biale de diferen\u021biere pe pie\u021bele regionale:<\/p>\n<ul>\n<li>Pia\u021ba din Asia de Sud-Est: Optimizarea rezisten\u021bei cablurilor la intemperii pentru medii cu temperaturi ridicate \u0219i umiditate ridicat\u0103<\/li>\n<li>Pia\u021ba european\u0103: Intrarea \u00een proiectele principale de re\u021bele electrice prin certificarea CE \u0219i UL<\/li>\n<li>Pia\u021ba din Orientul Mijlociu: Construirea unei fabrici localizate pentru a face fa\u021b\u0103 provoc\u0103rii diferen\u021bei de temperatur\u0103 dintre zi \u0219i noapte \u00een de\u0219ert<\/li>\n<\/ul>\n<p>Elaborarea standardelor tehnice consolideaz\u0103 puterea discursului. Companiile chineze au participat la formularea standardului interna\u021bional IEC 62895 (\u00b1535kV cablu de curent continuu de \u00eenalt\u0103 tensiune), schimb\u00e2nd situa\u021bia din trecut de a urma pasiv standardele europene \u0219i americane.<\/p>\n<p>Acest model de \"tehnologie \u00een str\u0103in\u0103tate\" a fost verificat \u00een proiectul fotovoltaic Saudi Red Sea New City, iar companiile chineze de cabluri ofer\u0103 un set complet de solu\u021bii, de la produse la specifica\u021bii de proiectare.<\/p>\n<h2 id=\"06-the-competitive-landscape-is-differentiated-and-technical-barriers-build-a-moat\"><span class=\"ez-toc-section\" id=\"6The_competitive_landscape_is_differentiated_and_technical_barriers_build_a_moat\"><\/span>6.Peisajul concuren\u021bial este diferen\u021biat, iar barierele tehnice construiesc un moat<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Industria prezint\u0103 un peisaj concuren\u021bial \"piramidal\". Pia\u021ba high-end este dominat\u0103 de companii de top cu capacitatea de a organiza \u00eentregul lan\u021b industrial. De exemplu, investi\u021biile \u00een cercetare \u0219i dezvoltare ale Hengtong Optics reprezint\u0103 4% din veniturile sale, acoperind \u00eentregul lan\u021b valoric, de la cercetarea \u0219i dezvoltarea materialelor la serviciile de inginerie.<\/p>\n<p>Aceste companii se concentreaz\u0103 pe domenii cu profit brut ridicat, cum ar fi cablurile de \u00eenc\u0103rcare de \u00eenalt\u0103 tensiune de 800V \u0219i cablurile flexibile pentru robo\u021bi, cu marje de profit brut care dep\u0103\u0219esc cablurile obi\u0219nuite cu mai mult de 50%.<\/p>\n<p>Campionii ascun\u0219i apar \u00een pista segmentat\u0103. Wuxi Xinhongye se concentreaz\u0103 pe cabluri speciale pentru energie nou\u0103. \u00cen 2024, veniturile cablurilor pentru vehicule cu energie nou\u0103 au fost de 1,486 miliarde de yuani, cu o cre\u0219tere de la an la an de 32,33%.<\/p>\n<p>Tehnologia sa de cablu de supra\u00eenc\u0103rcare r\u0103cit cu lichid este echipat\u0103 cu sta\u021bia de \u00eenc\u0103rcare Geely \"Extreme Energy\", care rezolv\u0103 problema disip\u0103rii c\u0103ldurii la \u00eenc\u0103rcarea de mare putere \u0219i stabile\u0219te o pozi\u021bie de lider \u00een segmentul de pia\u021b\u0103.<\/p>\n<p>Concuren\u021ba transfrontalier\u0103 reconstruie\u0219te lan\u021bul valoric. CATL a lansat o solu\u021bie integrat\u0103 \"baterie + cablu\", care \u00eembun\u0103t\u0103\u021be\u0219te eficien\u021ba \u00eenc\u0103rc\u0103rii cu 25% prin intermediul tehnologiei de gestionare termic\u0103 a bateriei \u0219i al designului de potrivire a capacit\u0103\u021bii de transport a curentului prin cablu.<\/p>\n<p>Huawei implanteaz\u0103 cipuri de comunica\u021bii \u00een cablurile fotovoltaice pentru a realiza monitorizarea produc\u021biei de energie la nivel de component\u0103, iar companiile tradi\u021bionale de cabluri se confrunt\u0103 cu riscul de a fi integrate de ecosistem.<\/p>\n<p>Divergen\u021ba atitudinilor pie\u021bei de capital reflect\u0103 schimb\u0103rile din industrie. Ac\u021biunile Wanma au crescut cu 6,37% \u00eempotriva tendin\u021bei, datorit\u0103 amplas\u0103rii cablurilor de energie nou\u0103 \u0219i a re\u021belelor inteligente; \u00een timp ce ac\u021biunile Baosheng au sc\u0103zut cu 25,25% din cauza reducerii costurilor materiilor prime.<\/p>\n<p>Aceast\u0103 diferen\u021biere arat\u0103 c\u0103 investitorii prefer\u0103 societ\u0103\u021bile cu bariere tehnice \u0219i controlul segmentului de pia\u021b\u0103, mai degrab\u0103 dec\u00e2t avantajele pure de scar\u0103.<\/p>\n<hr \/>\n<h2 id=\"summary\"><span class=\"ez-toc-section\" id=\"Summary\"><\/span>Rezumat<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Sub valul transform\u0103rii energetice globale, itera\u021bia tehnologic\u0103, actualizarea cererii \u0219i concuren\u021ba global\u0103 au devenit cele trei propuneri de baz\u0103 pentru dezvoltarea industriei de s\u00e2rm\u0103 \u0219i cablu.<\/p>\n<p>Companiile de v\u00e2rf au trecut de la concuren\u021ba prin pre\u021b la concuren\u021ba prin valoare. Prin construirea capacit\u0103\u021bilor \u00eentregului lan\u021b industrial de \"cercetare \u0219i dezvoltare de materiale - produc\u021bie inteligent\u0103 - integrare de sistem\", acestea au preluat conducerea pe pia\u021ba cablurilor pentru vehicule cu energie nou\u0103, \u00een valoare de 19,5 miliarde de yuani, \u0219i pe proiectul de infrastructur\u0103 \"Belt and Road\", \u00een valoare de 50 de miliarde de dolari americani.<\/p>\n<p>Viitorul c\u00e2\u0219tig\u0103tor depinde de trei capacit\u0103\u021bi: profunzimea integr\u0103rii cablurilor inteligente \u0219i a internetului obiectelor, cum ar fi cablurile cu senzori distribui\u021bi din fibr\u0103 optic\u0103, care fac ca precizia avertiz\u0103rii de defec\u021biuni ale re\u021belei electrice s\u0103 ajung\u0103 la 95%; viteza de construc\u021bie ecologic\u0103 \u00een bucl\u0103 \u00eenchis\u0103, tariful UE pentru carbon for\u021beaz\u0103 cre\u0219terea propor\u021biei de cupru reciclat; standardele tehnice globale discut\u0103 despre putere, certificarea interna\u021bional\u0103 a cablurilor flexibile de curent continuu \u00b1535kV conduse de companiile chineze schimb\u0103 regulile concuren\u021bei.<\/p>\n<p>Urm\u0103toarea rund\u0103 de remaniere \u00een industria s\u00e2rmelor \u0219i cablurilor nu mai depinde de amploarea capacit\u0103\u021bii de produc\u021bie, ci de \u00een\u021belepciunea strategic\u0103 de a echilibra eficien\u021ba inov\u0103rii \u0219i durabilitatea \u00een cadrul ecologic.<\/p>","protected":false},"excerpt":{"rendered":"<p>1.Cererea de pe pia\u021b\u0103 explodeaz\u0103, iar instala\u021biile de energie nou\u0103 conduc o pia\u021b\u0103 \u00een valoare de sute de miliarde de yuani Valul global de transformare a energiei a deschis un spa\u021biu incremental larg pentru industria de s\u00e2rm\u0103 \u0219i cablu. State Grid inten\u021bioneaz\u0103 s\u0103 investeasc\u0103 peste 650 de miliarde de yuani \u00een 2025, iar proiectele de transport de tensiune ultra \u00eenalt\u0103 se accelereaz\u0103, conduc\u00e2nd direct [...]","protected":false},"author":3,"featured_media":2493,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2492","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/posts\/2492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/comments?post=2492"}],"version-history":[{"count":4,"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/posts\/2492\/revisions"}],"predecessor-version":[{"id":2497,"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/posts\/2492\/revisions\/2497"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/media\/2493"}],"wp:attachment":[{"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/media?parent=2492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/categories?post=2492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rifengcable.com\/ro\/wp-json\/wp\/v2\/tags?post=2492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}